I am a chartered tax advisor and accountant specialising in professional practices and individual partners' taxation, with a particular focus on the legal sector and investment management industry.
I advise clients on a range of personal and partnership tax matters, looking to provide a personal service which will enable them to achieve their goals.
Areas of particular specialism include advising on carried interest, disguised investment management fees , basis period reform, international expansion and salaried members legislation.
I have also spent time working in industry at a large mid-market private equity firm and thus understand a client’s point of view.
I am a member of the APP, and part of its Up and Coming Committee, as well as being a member of the BVCA Tax Committee.
What I Do
Partnership and LLP tax
- Fund Tax Compliance
- LLP Tax reserves
- International tax structuring
- Conversion to LLP
- Salaried member issues
- Service company planning
- Basis period reform
Partners and high-net-worth individuals
- Income tax
- Capital gains tax
- Carry and Co-invest taxation
- Inheritance tax
- Residence and Non-domicile issues
- Pension planning
- Principal private residence planning
My Clients
- Investment Managers
- Solicitors
- Patent and trademark attorneys
- High net worth individuals
Memberships
- Committee Member, Association of Partnership Practitioners
- Tax Committee Member, BVCA