Jo White FCA CTA

Qualifications

• Fellow of the Institute of Chartered Accountants in England and Wales
• Member of the Chartered Institute of Taxation

Further information

Jo White works in our tax consultancy service in Horsham, where she grew up and went to college. Realising her interest in numbers, Jo decided to embark on a career in accountancy and split studying for her accountancy qualifications between Worthing and London, whilst also working full time. Qualifying as both a Chartered Accountant and Chartered Tax Advisor by the age of 23 years old, Jo has the rare combination of youth and experience on her side.

Having started her training at Kreston Reeves (formerly Spofforths), Jo chose to come back to the firm after qualifying due to its good reputation as an employer, the size of the business and the good variety of clients the firm has. Jo enjoys being able to combine working with numbers and interacting with people and takes pleasure in seeing that her advice actually helps people. In October 2019, Jo was promoted to Director of Tax Advisory.

Jo provides tax planning advice and support to a wide range of clients including individuals, businesses and trusts. She also heads up the firm’s Stamp Duty Land Tax service.

As well as advising clients, Jo regularly presents on tax matters specifically, but not restricted to, landlords and other property owners. She is the editor of the firm’s Pathfinder tax and wealth newsletter and regularly writes for a number of external publications.

I am a landlord with three buy-to-let properties. I have an appreciation of finance but my career was in marketing not in accountancy. I have taken advice from various accountants... More and so-called tax experts in the nine years I have been a landlord, and have always done my self-assessment tax returns myself. I recently saw a presentation by Jo White, a Tax Consultant with Kreston Reeves, and it immediately became clear that here was someone who really understands the tax affairs of landlords – capital allowances, allowable expenses, and exactly how to fill in tax returns. I had a free initial consultation which only confirmed my thoughts. I am going to pay for Jo to re-do my last tax return, and she has already mentioned things which I didn’t realise I could claim for, which will more than pay for their fee. She will also be helping me minimise the Capital Gains Tax which will arise when I start to sell my properties. I would thoroughly recommend Jo White of Kreston Reeves to any landlord. David Horton, Landlord

Personal interests

Outside of work Jo is a keen runner having completed several half marathons and other distance races. She has also participated in a triathlon developing her love of different types of sport. Jo enjoys going to the cinema and theatre as well as travelling. She also enjoys arts and crafts in her spare time.