I have over 15 years’ experience in providing tax and executive incentivisation advice, with particular expertise in the taxation of investment funds, including carried interest and co-investment.
I advise companies and employees on setting up tax-advantaged incentivisation structures and equity plans. I also advise on sales to employee ownership trusts, management buy-outs and other company exits and support management teams on private equity transactions.
I am a member of the income tax subcommittee of the Law Society and am frequently involved in discussions with the government on new legislation affecting the taxation of employment income and investment funds.
What I do
- Income tax
- Capital gains tax
- Employee incentives
- Carried interest and co-investment taxation
- Employee ownership trusts
My Clients
- Investment funds
- Owner-managed businesses
- Multinational companies
- Private equity-backed companies and management teams
Offer shares, options or other securities to your employees or directors? If so you need to act by 6 July 2026.
Employee Ownership Trusts offer hospitality businesses a tax-efficient, culture-preserving path to succession and long-term resilience.
Offer shares, options or other securities to your employees or directors? If so you need to act by 6 July 2026.
Employee Ownership Trusts offer hospitality businesses a tax-efficient, culture-preserving path to succession and long-term resilience.