I provide tax advice to individuals to help them to better understand and manage their tax. My key to my approach is to try to keep things straightforward and to explain complex things in a simple way.
I advise on a number of taxes, including Income Tax, Capital Gains Tax and Inheritance Tax. Typical clients are families or landlords who are looking to structure their wealth in a tax-efficient way. This can include the use of Trusts or Family Investment Companies.
I joined Crowe LLP in 2012 to lead their Thames Valley Private Client Tax service and became a partner on 1 April 2017. I also lead the National Private Client Property Tax team. I regularly speak on property tax matters to the residential property sector.
What I Do
- Property taxation
- Capital Gains Tax planning on the sale of assets
- Profit extraction strategies for shareholders with their own companies
- Tax-efficient investments
- Trust planning
- Inheritance Tax planning
- Succession of assets and businesses
- Preparing your tax returns and resolving HMRC enquiries
- Getting your tax affairs up-to-date
My Clients
- Wealthy individuals
- Landlords
- Family business owners
- Trustees
- Entrepreneurs
- Those who dislike looking after their own tax
Media Coverage
- Property Wire: ‘Fresh landlord tax would result in corporate rental market’ August 2025
- Property Reporter: National Insurance on rental income: the property industry reacts August 2025
- Eprivateclient: Is there still hope for ED&I in the private client industry? July 2025
- AccountingWEB: Why Pride Month matters more than ever June 2025
- The Business: Magazine Oxford financial planning firm Solution 7 sold to Zone and Co May 2024
- Eprivateclient: Pride 2024 - Openness and authenticity in the private client sector June 2024
Hub
Property Tax Toolkit
Our Property Tax Toolkit gives you clear, practical guidance to help you navigate property tax with confidence. Built for estate agents, letting agents, solicitors, and other professionals, it makes addressing tax considerations simple and stress-free.
Memberships
- Member, Chartered Institute of Taxation