Caroline Ruscoe

Manager, tax

Caroline joined PKF Francis Clark in 2023, having worked in the tax profession since 2007. She has prior accountancy experience within the Big four and management accounts and payroll experience but has developed her career in tax in recent years.

Her main areas of interest and expertise are:

  • Complex personal tax compliance, mainly for high net worth individuals, including assisting non-UK resident clients
  • Capital taxes –– advising on complex capital gains tax transactions and identifying any associated planning opportunities
  • HMRC disclosures – preparation of relevant and accurate disclosure documents, justification of penalty rates used and supporting clients through what can be a stressful period
  • Tax planning for the future including remuneration planning for owner-managed businesses, the use of tax efficient investments (such as EIS, SEIS, VCT and share schemes), pensions and inheritance tax planning

Caroline has a Bachelor of Science degree from Bristol University and has been a member of the Chartered Institute of Taxation (CIOT) and Association of Taxation Technicians (ATT) for over 10 years. Outside work Caroline can be found cycling, walking her beloved border collie or open water swimming.

Caroline's clients say:

“Thank you Victoria for everything that you have done for us. It is a great comfort to know that if anything comes up or changes we can contact you all at PKF Francis Clark for help and advice”
“PKF Francis Clark have specialists in all the technical areas – whether it’s tax, customs, or R&D – so whatever challenge we’re facing, we know they have the skill set to help us through.” Coastal Group Anthony Jenner, Founder of Coastal Group
“When building a business, you get to a certain level and you have to make a decision about whether you want to employ more staff and make the next step up. PKF Francis Clark gave us the confidence to break through that ceiling. They’ve helped us to explore all the options we have available and made sure we worked together as a family and a team.” Coastal Group Anthony Jenner, Founder of Coastal Group
“We would like to thank Steve for your faultless and helpful service and advice. You have been a great support advising us ”
“Steve York advised my Mother about capital gains tax and the implications of inheritance. Nature having taken its course left me needing some help and clarification which he again provided making dealing with her estate so much easier. Help at what can be a difficult time can really make a difference.”
“The breadth of PKF’s market expertise contributed hugely to the success of this transaction. We were delighted to work with them on this and thank the team for their unwavering support. ” Christine McGregor, Managing Director BayWa r.e UK
“We worked with Andy, Richard and the wider PKF team on the sale of the British Solar Renewables business in 2022 , having worked with team previously on solar asset sales. The sale of the business was of huge importance to us as a management team as we knew it would shape the future of our business and enable us to achieve the success that the British Solar Renewables team was capable of. Andy and Richard really took the time to get to know the business, understanding the importance of finding the right buyer in terms of the values and cultural fit. They were extremely hands on and professional and made it their mission to get the deal over the line. They were there whenever we needed them (including over Christmas) to offer advice or provide an objective view and were extremely solutions focussed when issues did arise during the process. We could not be more delighted with the partner they found for us, which was a testament to their deep understanding of us and our business.” Tim Humpage, CEO at BSR
“We have worked closely with the PKF team since 2018, as we developed our portfolio and strategy. They were the obvious corporate finance lead for our capital raise, and we are delighted with the resulting partnership with Copenhagen Infrastructure Partners. Throughout the capital raise process PKF’s advice and support were invaluable, and I would have no hesitation in recommending them.” Oliver Millican, Chairman of Bute Energy
“Matt is one of the most active corporate finance advisors in the South West market and has been responsible for bringing together many highly impressive deals in recent years. Matt is quick to build a rapport with clients, who no doubt appreciate his diligence, calm nature and commitment to getting the deal done. He is very good at finding solutions to seemingly difficult hurdles and I am always pleased when we have Matt and his team working for mutual clients” Corporate Partner at top South West law firm
“PKF Francis Clark bring a personal touch and a sharp, realistic appreciation of the challenges of a company of our size and structure. As active exporters, we would have found it considerably more difficult to negotiate the changed landscape resulting from the UK’s exit from the EU without their help. We very much value our excellent, constructive relationship.” Colin Moore, Director, CC Moore & Company Ltd
“This is exactly what we were needing. I am particularly impressed with the methodology explanations which help frame what we are trying to achieve.” Shareholder Director
“We instructed Nick Woodmansey on a complex international contractual dispute. His report was clear and concise, his manner was calm and authoritative, and he helped us achieve an excellent outcome.” Instructing Solicitor