I am the Tax Advisory Partner based in Smith Cooper’s Derby office. I offer clients practical advice on a wide range of taxation issues including Capital Gains Tax, Income Tax, Corporation Tax, Inheritance Tax and Stamp Duty Land Tax.
What can I do for your organisation?
With over 20 years’ experience advising entrepreneurs and their businesses on all aspects of UK tax, I can help to structure your affairs to ensure all available reliefs and allowances are secured and help you achieve your business and personal/family objectives in the most tax-efficient manner.
After qualifying as an accountant I studied to become a Chartered Tax Adviser. I gained my early tax experience with one of the ‘big four’ accountancy firms and, having passed my tax exams, joined a boutique tax practice in Leicester where I became a partner. Whilst a partner there I provided advice on all taxation matters affecting entrepreneurs and their businesses to a nationwide network of accountants, lawyers and IFA’s who recognised they didn’t always have the depth of knowledge required to advise their own clients fully on complex transactions.
I joined Smith Cooper in 2012 and continue to advise on all areas of tax including share schemes, business restructuring, tax efficient rewards, maximising investment reliefs (EIS/SEIS), maximising Entrepreneurs’ relief and Business Property Relief, business sales and acquisitions and succession planning. In 2015, I was promoted to Tax Advisory Partner.
My in-depth knowledge and experience of dealing with all taxes and their interaction means I can advise the business and their owners too.
Although I have experience solving a broad range of issues covering all aspects of personal and corporate tax planning, I have particular expertise in Employee Benefit Trusts, Employer Financed Retirement Benefits Schemes and Employment-Related Securities issues.
When I’m not working I enjoy catching up with friends and family, cooking, reading and the occasional box-set fest. I also enjoy skiing and monthly weekends in Norfolk where the pace is just that bit slower…