I provide tax advice to individuals to help them to better understand and manage their tax. 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. I work closely with financial advisors to get the right balance between tax and investment advice.
I started my tax career in 1996 by beginning a taxation degree and I became a qualified Chartered Tax Advisor in 2002. I joined Crowe LLP in 2012 to lead their Thames Valley Private Client tax service and became a partner on 1 April 2017. Notable events in my career have been my inclusion in Who's Who for two years running and I have been recognised by e-private client as a "top 35, under 35."
He's always listened to where we're coming from and what we most want sorted. He's good at listening and advising, giving various options and not putting pressure on anything.
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
Memberships
- Member, Chartered Institute of Taxation