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With 30 years+ tax experience I am the tax partner accountancy firms, individuals and businesses CAN afford, advising on all the issues encountered by SMEs
People rarely have an issue related to one area of tax and the best result is achieved by considering the effect of a range of taxes and how they interact, not to mention the commercial implications, which is where my experience works best.
For example Mr O had a company operating both a trade and a property letting business. Following separation from his wife he wanted to split the company, taking the trade himself and leaving the property letting side to his wife. The traditional reorganisation methods would not work for various reasons without creating a substantial Capital Gains Tax charge (and no cash to pay the tax). I devised a solution which worked for him, utilising holdover relief to defer the CGT, by looking beyond just a single tax issue and considering the whole problem.
Tax planning should always be about achieving what the client wants with the minimum tax impact.
I am a Chartered Tax Adviser with over 30 years experience in dealing with the various issues encountered by SME's and their owners and managers. During my career I have run my own practice, been tax partner for a mid-tier firm and a senior tax manager with PwC. This gives me a very wide range of experience in many kinds of business sectors and the related tax issues.
I provide accountancy firms with the tax partner they can afford. They may not have in-house resources but need to be able to discus client's affairs with someone who can guide them through the tax maze. Whether it is a five minute conversation, just to check they have understood what they are doing, or a complex problem or planning exercise, the support is invaluable.
I am equally happy to take instructions direct from individuals and businesses who need tax advice and from other professionals.