
I have over 15 years' experience, with the last 10 spent working exclusively with privately owned businesses and their shareholders. I believe the key to providing valuable tax advice is understanding a business and its objectives well enough to be proactive with suggestions, while ensuring all advice is commercially focused and considers all taxes and stakeholders.
I advise on all areas of corporate and personal tax including management incentive plans, group and shareholder structuring, mergers and acquisitions, R&D tax credits, listings and Inheritance Tax. My particular areas of specialism include private equity-backed businesses and helping individuals plan for and structure exit transactions and MBOs.
Ask me about owner-managed business tax, private equity tax, exit planning, MBOs, management incentives, R&D tax credits and shareholder structuring.