Corporate Tax Services | Private Client Services
Private Equity
CTA | ACA
I am a Tax Partner specialising in advising entrepreneurs, owner-managed scaling companies, PE-backed businesses and management teams on their tax affairs throughout the business/investment lifecycle. I focus on the tax aspects of transactions and supporting business owners through key life events.
Before advising, I ensure I get a deep understanding of you, your short-term goals and long-term aspirations, making sure this is factored into my advice. I use my experience advising on over 100 transactions to challenge the status quo, pre-empt potential tax issues (whether or not you are actively planning a transaction) and ultimately to deliver tax advice that is commercial, understandable, risk-appraised and cost effective.
My areas of expertise include shareholder exits, deal structuring, MBOs, EOTs, tax due diligence, corporate reorganisations, business succession and generally ensuring my clients remain fully compliant against a backdrop of ever-increasing tax complexity.
I work closely with my colleagues in Business Services & Outsourcing and Deal Advisory and advise across all sectors, with particular experience and knowledge in technology, business services, human capital/professional services, manufacturing and real estate.
I am a member of the Chartered Institute of Taxation Owner Managed Business Technical Committee.