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0845 003 8780 (local rate)
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Chartered Tax Advisor based in West Yorkshire specialising in Inheritance Tax planning and assisting owner-managed businesses with a range of projects including exit-planning.
I have 13 years experience in advising clients on a wide range of projects. I enjoy breaking down complex tax legislation into easy to understand advice for clients. Recent projects that I have worked on include:
- A capital reduction demerger;
- Management buyout of a manufacturing company;
- IHT planning exercise for HNW individual;
- EMI valuation and HMRC advanced assurance; and
- Post sale planning and implementation of family trust and family investment company.
Specialisms
British ex patriates (ex pats) abroad
Business Asset Disposal Relief (BADR)
Buying and Selling a business or a company
Capital allowances (CA)
Capital Gains Tax (CGT)
Commercial property
Company tax (Corporation tax)
Corporate and Group reorganisations
Crypto businesses
Cryptocurrencies
Divorce settlements
Domicile issues
Employee benefits
Employee Ownership Trusts (EOT)
Estate planning
Employment related shares
Enterprise Investment Scheme (EIS)
Family investment companies
Farming tax issues
Foreign income
HMRC clearances
Inheritance tax (IHT)
Offshore disclosure facilities
Offshore trusts
Partnership tax matters
Pensions - Inheritance tax (IHT) issues
Personal tax issues
Private client tax matters
Purchase and sale of companies
Residence and non-residence issues
Self assessment tax returns
Share schemes
Share valuations
Statutory Residence Test
Tax Expert Witness
UK Trusts
Valuations