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Tax-qualified Chartered Surveyor specialising in capital allowances
Capital allowances underpin income and corporation tax calculations by giving tax relief for money spent to build or buy property. I am a recognised leader in the field.
Tax-qualified Chartered Surveyor (FRICS & ATT) with 20+ years' capital allowances expert experience. Wrote RICS national best practice guidance note on Capital Allowances & Land Remediation Relief. Co-writes Bloomsbury Professional's 'Capital Allowances: Transactions & Planning' & Tolley's 'Tax Planning'.
I have significant experience of preparing capital allowances claims for:
- property purchases and
- construction projects (new-builds, extensions, refurbishments and fit outs)
and agreeing these with HMRC and the Valuation Office Agency.
I also provide capital allowances technical opinions, help taxpayers resolve contentious HMRC enquiries into capital allowances claims (ie, 'troubleshoot' capital allowances investigations) and undertake tribunal and court-related work (eg, providing expert evidence).
My colleagues and I deal with all types of properties. These include (amongst others):
- pubs, restaurants, hotels, nightclubs, conference centres and cinemas;
- care homes, private hospitals, doctors', dentists' and vets' surgeries;
- motor dealers and petrol stations;
- retail (eg, shopping centres);
- distribution centres;
- manufacturing and industrial;
- furnished holiday lets;
- research facilities etc.
My role is to support my client and their accountant to pay the right amount of tax. Our firm does not look to provide general tax, audit or other advisory services.
I divide my time between London and Cambridge but my firm has team members located across the UK. We all routinely travel nationwide to visit accountants, clients and their properties.
We are happy to carry out a free of charge and no obligation (ie, at our risk) up-front feasibility review to assess the potential tax savings and propose an appropriate fee.
We then usually charge on a results basis, or a fixed fee if the client prefers. Some clients like the idea of the fee being linked to the results. With this type of fee there is no downside in involving us because if we are unable to identify expenditure that qualifies for capital allowances there is no fee; and the client always keeps the lion's share of the tax savings generated. Other clients find fixed fees easier to budget for. The process is precisely the same, regardless of the fee type chosen.
We also charge on a time-basis for difficult to scope work that does not lend itself to a results-based fee (eg, assisting with contentious HMRC enquiries negotiations on claims we have not prepared).
After working for three quantity surveying firms I specialised in capital allowances. I re-trained and worked in the London corporate tax departments of two major international accounting firms. I was promoted to Senior Manager and advised on many of the UK's largest and most technically complex capital allowances matters. In 2004 I left to become a Director of my current firm. I now advise taxpayers ranging from SME and family-run entrepreneurial businesses through to major household names.
I co-wrote the British Property Federation endorsed 'CPSE.1' Commercial Property Standard Enquiries capital allowances questions and Practical Law Company's official Practice Note. These are the national standard used during the purchase of second-hand property.
Publications and Lecturing etc
I write or co-write a number of capital allowances books. These include:
- RICS's 'Black Book' guidance note on Capital Allowances and Land Remediation Relief
- Bloomsbury Professional's (formerly Tolley's/ Tottel's) Capital Allowances: Transactions & Planning (19 editions);
- the relevant chapter in Tolley's Tax Planning (a highly regarded multi-author volume, published annually) and
- Tolley's Handbook on The Capital Allowances Act 2001 (the only fully annotated copy of the Act to have been published, with detailed notes and expert commentaries in plain English).
I have written many articles, including for: Taxation, The Tax Journal, Tolley's Practical Tax, ICAEW Tax Faculty's TAXline, AccountingWEB, RICS Commercial Property Journal, Law Society's Property in Practice and the Solicitors Journal. I have presented webinars and podcasts for LexisNexis, MBL Seminars, Practical Law Company, TAXtv and the University of Law.
I lecture often on capital allowances. Regular locations include Belfast, Birmingham, Bristol, Cambridge, Edinburgh, Exeter, London, Leeds, Manchester, Nottingham, Plymouth and Southampton.
I helped design the qualification criteria for RICS's membership route for capital allowances specialist surveyors. I am the RICS's lead capital allowances specialist Chairman of 'Assessment of Professional Competence' interview panels.
I have a first class BSc(Hons) degree in Quantity Surveying and a Postgraduate Diploma in Business Administration (PGDip.BA) from a leading UK business school. I qualified as a Chartered Surveyor in 1995, and in 1998 as a Member of the Association of Taxation Technicians (ATT). In 2001 I was elected to RICS Fellowship (FRICS) by achievement.