Head of private client and tax. Provides tax advice to individual and corporate clients. Including advice to private banks, trust companies, financial institutions, entrepreneurs and owner managers on personal and business tax. Regularly advises partnerships and partners. Work encompasses tax advice on corporate and business structures; advice on offshore structures and advice on offshore and onshore trusts. Experience includes: tax litigation/investigations; advocacy before Tax Tribunal; EIS work; non-domiciliaries and UK land; international corporate work including advice to a number of clients on international holding company structures, coupled with personal advice on trust and tax planning; corporate restructuring advice on a number of significant transactions; and the taxation of development land, including general advice to landowners.
CTA (Fellow); TEP; Chartered Institute of Taxation Council.
Trained Burges Salmon; qualified 1997; qualified as Chartered Tax Adviser (CTA) 1998 (winner of Institute Medal); current directorships: Sixty-One CIO (supporting ex-offenders). Regular lecturer at national conferences. Member of the GAAR Interim Panel, 2013. STEP Private Client Awards chair of judges since 2017.
Christchurch, Oxford University (1991 MA Politics, Philosophy and Economics); College of Law, Chester (1994 CPE and LPC). Leisure interests include Local Methodist Church - local preacher; golf, cricket, hockey and music.