About me
As a tax specialist, I offer people the legal insight they need to safeguard the interests of themselves and those closest to them. I work with ultra-high net worth individuals, entrepreneurs, sports people, trustees and beneficiaries.
I commit to each matter that crosses my desk, going the extra mile to deliver every time. I make it my mission to find out what the client needs, then provide bespoke, clear guidance explaining any exposure they face and outlining the best route to achieve their goals.
A qualified tax adviser and a member of the Chartered Institute of Taxation, I have a strong grounding in my area of expertise. There are very few scenarios I haven’t seen before, so whatever situation a client faces, I can advise on how best to proceed.
Tax law is always evolving and I make it my mission to stay ahead of changes. By doing so, I help clients adapt proactively, tackling challenges before they arise.
Giving back is important to me. Outside of work, I dedicate time to a lot of community work in Lincoln, helping to organise events, concerts, football tournaments and no-crime-no-drugs initiatives. I’m a proud father of two and an avid Chelsea fan.
My experience
- Worked with HM Revenue & Customs on several complex enquiries and disclosures, representing each client to help minimise the level of penalties being charged.
- Assisting families with pre-arrival planning when entering the UK (net worth between £30 - £250m).
- Providing personal tax services to a range of Ultra High Net Worth Individuals and shareholders.
- Representing beneficiaries in respect of their interest in offshore trusts.
- Providing tax advice and assistance for trust migration / emigration, as well as providing advice for individuals leaving the UK.
- Providing tax advice in respect of shareholders and property rich companies.
- Ongoing support and advice of various investments and tax wrappers (life insurance bonds, policies, EIS/SEIS investments).