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Chartered Tax Advisor providing a wide and varied tax consultancy service to other professional advisors, their clients and directly to corporates and individuals requiring advice.
I am the Tax Technical Director of Morgan Soar Taxation. I provide a completely bespoke advisory service, and whilst holding significant experience in my areas of specialism, I am willing and able to deliver advice on all areas of UK taxation.
I work primarily from our office in Thorpe Park just outside Leeds, although I provide services to clients spread across the UK as a whole. Our office is immediately accessed by the A1M motorway which makes it very convenient for our clients and contacts to visit, and for me to visit them.
Recent projects include:
- Providing IHT, CGT and Income Tax advice in connection with an entailed trust.
- Incorporation of a large property business.
- Inheritance Tax planning for shareholders of an investment company.
- Providing advice to an individual departing the UK to become resident overseas.
- Corporate restructure prior to share sale.
- Negotiating a significant refund of SDLT paid incorrectly due to poor quality tax advice.
- Advising a client on the settlement of an HMRC enquiry.
Working closely with our business contacts and clients, I deliver a tailored response to their personal requirements. The above represents only a small portion of the work I have recently been involved in and I look forward to working on new projects to which I can deploy my level of knowledge and detail for our clients' advantage.