I joined Crowe LLP in 2006 and became a Partner in April 2009.
I head up the firm's tax services in the Kent region. I advise individuals and families on tax matters including compliance, tax returns, income and capital tax planning. I also advise entrepreneurial clients on corporate restructuring and efficient overseas expansion.
What I Do
Tax
- Entrepreneurs’ Relief
- Enterprise Investment Scheme (EIS)
- Capital taxes exemptions
- Inheritance Tax relief
- Enterprise Management Incentive (EMI)
- Employee Shareholder Status (ESS)
Advisory
- Capital Gains Tax planning
- Tax efficient investment strategies
- HMRC tax enquiries
- Cross-border migration
- Income tax efficiencies
- Equity structures for limited companies
- Overseas expansion
- Capital and group restructuring
- Acquisitions and Disposals
My Clients
- Private individuals
- High-net worth families
- Family Trusts
- Entrepreneurs and Owner-Managed Businesses
- Start-ups
- Partnership/LLPs
- Limited companies
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.
Business and pension reliefs are being cut, and more families will be caught in the net.
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.
Business and pension reliefs are being cut, and more families will be caught in the net.
Memberships
- Member, Institute of Chartered Accountants (ICAEW)
- Member, Chartered Institute of Taxation
- Member, Kent Invicta Chamber of Commerce
- Member, Kent B2B Community