Hello

I’m the Personal Tax Manager for the Nottingham office at Smith Cooper, and I look after the tax compliance and planning for individuals and trusts. The wide range of clients includes a number of family-owned businesses, sole traders and individuals with private wealth.

What can I do for your organisation?

I provide a friendly service and like to get to know my clients so that I can assist them with their tax obligations in a manner that best suits them. I can ensure that your tax affairs are up to date and help you to minimise your liabilities.

Experience counts

I have eight years’ experience in personal tax. After spending three years undertaking my apprenticeship in AAT with a firm in Derby, in 2012 I moved to Smith Cooper, where I have since completed my qualifications in ATT and CTA.

Deeper knowledge

I have a broad knowledge of income tax and capital gains tax, as well as recently developing my knowledge of inheritance tax.

More specialist areas in which I have expertise include remuneration planning, capital gains tax implications of property and business disposals, employment benefits, and UK tax considerations for non-resident and/or non-domiciled individuals.

Personally speaking

I have always enjoyed sport and play rugby for Belper Rugby Club as well as regularly playing football.

Daniel has looked after me these past few years - it's been a pleasure doing business with someone who has always given me total confidence

Andy Mortimer, M2M Associates