I am a Director in the Tax Resolutions team with extensive experience of helping taxpayers deal with HMRC when issues arise which need resolving.
I cover all aspects of tax resolutions including fraud investigations, disputes with HMRC concerning, for example, penalties, assessments and information notices, HMRC challenges under self-assessment and voluntary disclosures. Some of this is UK centred but, with HMRC’s ongoing interest in gathering intelligence relating to offshore matters, a lot of my cases relate to overseas assets, trusts and other structures.I am a CTA qualified member of the Chartered Institute of Taxation (individuals / Trusts, estates and inheritance tax) and have worked in tax since 2005. I am also a member of the Society of Trust and Estate Practitioners, having completed the STEP Diploma in Tax and Estate Planning.
I have written articles on tax resolutions matters that have been published in professional magazines such as Taxation and Tax Adviser.
What I Do
- Resolve tax problems
- Resolve problems with HMRC, acting as a buffer between our clients and HMRC
- Calculating the fair amount of tax due based on application of the legislation, ensuring entitlement to various reliefs and allowances are not overlooked
- Penalty mitigation
- Appeals against decisions when HMRC make errors
- HMRC challenges under self-assessment and voluntary disclosures to HMRC
My Clients
- Taxpayers who need to make disclosures to HMRC
- Anyone accused of tax fraud
- Individuals who are under self-assessment enquiry
- High net worth individuals, the self-employed, partners and those with tax residence/domicile issues
- Directors and shareholders with regard to company issues
- Trustees, settlors or beneficiaries of offshore/UK trusts with tax issues
- Taxpayers with overseas assets or structures that need to be reviewed from a UK tax perspective
- Other accountants and solicitors who require specialist tax support
Memberships
- Member – Chartered Institute of Tax
- Member – Society of Trust and Estate Practitioners
One of the 2020 eprivateclient Top 35 under 35