Diana Illingworth
About Diana Illingworth
Diana Illingworth serves as the Head of Operational Taxes, providing expert advice on complex tax issues and specializing in tax implications for life policies. With extensive experience in tax reporting and a background in both HMRC and KPMG training, she has held key positions in the financial sector since 1989.
Current Role at Legal & General
Diana Illingworth serves as the Head of Operational Taxes at Legal & General, a position she has held since 2016. In this role, she provides expert advice on complex tax issues, including qualifying policy rules and rectification payments. Her responsibilities include managing tax implications for life policies and chargeable events, ensuring compliance with tax reporting requirements for various financial products.
Previous Experience in Tax Management
Before joining Legal & General, Diana Illingworth worked at Lloyds Banking Group as an Operational Taxes Manager from 2004 to 2015. Her role involved overseeing tax-related matters for the organization. Prior to this, she served as the Policyholder Tax Manager at Aviva for one year in 2003-2004. Additionally, she gained experience as an HM Inspector of Taxes at HM Revenue & Customs from 1989 to 1995.
Education and Qualifications
Diana Illingworth studied at Westwood High School from 1977 to 1984, where she achieved 3 A Levels, 1 AS Level, and 9 GCE O Levels. She furthered her education at Aston University, obtaining a BSc (Hons) in Applied & Human Biology from 1984 to 1988. Diana has also received specialized training in operational taxes from HMRC and KPMG.
Expertise in Operational Taxes
Diana Illingworth has extensive experience in advising on tax reporting requirements for various financial products. Her specialization includes managing tax implications for life policies and chargeable events. Her expertise is supported by her long career in operational taxes, spanning over two decades.