I joined Crowe LLP in 2006 and became a Partner in April 2009.
I am a Private Client Tax Partner in the Kent region. I advise individuals and families on tax matters including compliance, corporate tax returns, income and capital tax planning. In my role for Family and Owner-Managed Businesses I advise entrepreneurial clients on corporate restructuring, succession, disposals including management buyouts and Employee Ownership Trusts and expansion overseas.
What I Do
Tax
- Business Asset Disposal Relief
- Enterprise Investment Schemes (EIS)
- Capital taxes planning
- Inheritance Tax Business Property Relief
- Enterprise Management Incentive (EMI)
Advisory
- Capital Gains Tax and Inheritance Tax planning
- Tax efficient investment strategies
- HMRC tax enquiries
- Tax-efficient income extraction
- Equity structures for groups of companies
- Demergers
- Acquisitions and Disposals
My Clients
- Private individuals
- High-net worth individuals and their families
- Use of Family Trusts for income and capital taxes planning
- Entrepreneurs and Owner-Managed Businesses
- Limited companies
Recent changes to Inheritance Tax relief significantly increase exposure for older business owners, making early planning critical.
Discretionary Trusts could be the key to passing on wealth without a hefty tax bill.
Management accounts give family and owner-managed businesses the financial clarity they need to make timely and confident decisions.
Recent changes to Inheritance Tax relief significantly increase exposure for older business owners, making early planning critical.
Discretionary Trusts could be the key to passing on wealth without a hefty tax bill.
Management accounts give family and owner-managed businesses the financial clarity they need to make timely and confident decisions.
Memberships
- Member, Institute of Chartered Accountants (ICAEW)
- Member, Chartered Institute of Taxation
- Member, Kent Invicta Chamber of Commerce
- Member, Kent B2B Community