I am the Head of Tax Technical at PKF Francis Clark, supporting the firm’s teams on tax policy and technical issues across its offices and also across the wider PKF network. My objective, as with every partner and every member of staff at PKF Francis Clark, remains the same, to provide each client with an effective, professional and personal service.I have more than 20 years experience working in all areas of taxation including compliance and consultancy. For the last 15 years I have specialised in dealing with inheritance tax planning, onshore and offshore trust taxation, residence and domicile issues, capital gains tax and pre-owned assets tax for a number of high net worth clients. I have lectured on a number of topics including trust planning following the Finance Act 2006 changes, capital tax planning for high net worth individuals and managing HMRC enquiries. I am a member of the Society of Trust and Estate Practitioners and the Association of Taxation Technicians.Specialties: Inheritance taxOnshore and offshore trust taxationPre-owned assets taxResidence and domicile issuesTransfer of assets abroad
Listed skills include Tax, Tax Advisory, High Net Worth Individuals, Inheritance Tax Planning, and 26 others.