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Tax Specialist with 25 yrs broad ranging experience at Partner level, advising both large and small businesses, business owners and charities
Tax Specialist with 25 yrs broad ranging experience at Partner level, advising both large and small businesses, business owners and charities on corporation tax, income tax and CGT.
Advising clients on tax matters in a clear, practical and comprehensible manner.
Finding ways for clients to mitigate tax liabilities within an acceptable level of risk and cost of implementation.
Knowledge and understanding of tax legislation and practice and successfully arguing contentious points with HMRC.
Expertise (see below for detailed experience)
Mergers & acquisitions, corporate structuring
Partnerships – UK, foreign & international & LLPs
Charities and not for profit
Charities and not for profit
Real Estate, Construction
Processing industries, Service and Distribution
Emerging Technology, Media + Communication
Advising businesses in most sectors
Businesses with international interests or owned by overseas companies.
Recent achievements include negotiating reduced transfer pricing adjustments for UK sales company and UK company with large interest free loan made to holding company.
Group re-organisations / MBO / MBI
• Planning, advising on and implementing re-organisations using ‘paper for paper’, partitions under S110, demergers, including forming property investment company group. This involved partitioning 50/50 companies, creating different classes of shares and an appeal to the Special commissioners against refusal of a S138 clearance application.
• Planning and advising on the purchase and sale of interests in companies involving purchase of own shares, combined purchase of own shares and outright sale and using Newco to finance purchase out of past and future profits and to attract outside finance.
Advising on tax implications of agreements for the purchase and sale of shares, including tax indemnities and warranties.
Advising on EIS relief and agreeing claims.
Advising on EMI schemes.
I am a specialist in advising charities on taxation matters, particularly those relating to tax effective giving, fundraising and trading, including the establishment and running of trading subsidiaries.
Written and lectured on these subjects and with the Charities’ Tax Group I am involved in the consultation process leading up to taxation reforms to direct tax legislation relating to charities.
Recent achievements include reviewing complex property transactions by charity and agreeing exemption for profit on sales of surplus land to developers.
Advising on direct tax issues, including restructuring non-qualifying loans, primary purpose trading and use of subsidiaries.
Advising on Gift Aid and Deed of Covenant audits and investigations.
Writing for LexisNexis and lecturing on charity tax issues
Advice on employment tax matters and handling enquiries from HM Revenue & Customs, including contesting their arguments and negotiating settlements on behalf of clients.
Advice on employed / self-employed status and agreeing it with HMRC.
Advice on benefits and assisting clients in handling compliance investigations.
Advising on termination payments.
Advising on all residence, ordinary residence and domicile issues for individuals.
Partnerships (UK and foreign and LLP)
Recent achievements include devising structures for partnerships to reduce impact of 50% income tax charge.
Advising on change of accounting date, incorporation, self-assessment and current year basis, tax relief for provision of capital.
Dealing with tax affairs of 2 major firms of accountants operating as LLPs