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I spent 8 years at Deloitte within the Financial Services Tax team, the final four of which as a senior tax manager before joining Simmons Gainsford in 2007. Whilst at Deloitte I gained experience in dealing with significant M&A transactions including advising on the largest leveraged acquisition of a rolling stock company. My major clients included FTSE 100 financial institutions and household names and I also advised on one of the largest transfer pricing reviews undertaken by HMRC.
I have significant experience in fund structures, both the setting up and operations of authorised and unauthorised funds, which included a secondment to the internal tax team for one of the UK’s biggest fund managers as a manager in their fund tax accounting and compliance function. I have structured both inbound and outbound investment by clients, with particular experience in relation to the US and the Far East.
I have been extensively involved in setting up and managing the UK tax affairs of UK and non-UK property funds and has advised on corporate reconstructions and M&A transactions at all levels. I provide planning advice to the firms’ international clients and UK and International tax planning for both wealth retention and profit extraction.