My current position is Tax Manager and I am based in the Derby office providing tax advice to clients as well as corporation tax compliance, advising owner managers and their businesses on all aspects of taxation.
What can I do for your organisation?
My involvement in both tax advisory and compliance enables me to identify opportunities for clients to structure their affairs in the most tax efficient manner and claim any available tax reliefs.
Due to my extensive knowledge of the various taxes and their interaction, I have the ability to assist businesses and their owners, tailoring advice to the specific needs of the client and their market.
I am a qualified Chartered Tax Advisor (CTA) having previously completed my Association of Tax Technicians (ATT) qualification.
Following my graduation from Leeds University in July 2013 I joined a tax advisory boutique in Leeds. I relocated to the Midlands and joined Smith Cooper in April 2014 and have worked within the tax team in the Derby office since this date.
Throughout my career as a tax specialist, and particularly at Smith Cooper, I have had significant exposure to a broad range of tax advisory projects. From involvement in providing tax advice on transactions including group restructures, management buy-outs, sales and acquisitions to employee incentivisation, venture capital investments and property businesses.
More recently I have taken responsibility for managing the corporation tax compliance process within the Derby office ensuring that high standards are maintained in the preparation and delivery of tax computations to clients and HMRC.
Although I have a broad knowledge across all of the taxes, the specialist areas focused on in recent projects include share scheme advice, transactions in securities, Stamp Duty Land Tax (SDLT) particularly in light of the recent changes, share buy-backs, complex capital allowance claims, property business incorporations and Research & Development (R&D) claims.
I also have comprehensive experience dealing with corporation tax compliance for businesses with turnovers ranging from £5m to £250m in a wide range of sectors from the pharmaceutical and care home industries to retail and construction businesses.
When I’m not working I enjoy spending time with my friends and family, baking, running and travelling.