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 sub-committee 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.