Phil Moss Email & Phone Number

London, United Kingdom

Dealing with the personal and business tax issues of a variety of existing and new clients - both in terms of ensuring compliance obligations are met correctly and efficiently and identifying the most appropriate planning options in order to reduce the overall tax burden faced by the client.Lubbock Fine is a leading London firm of chartered accountants and tax advisers acting for many businesses and private clients in the UK and overseas. The firm is a founder member of Russell Bedford International, a global accountancy network’.

London

Partner from July 2008, previously Tax Director / Manager.Successfully managed the tax compliance and planning needs of a portfolio of clients including:• High Net Worth Individuals and their families, including onshore and offshore Trusts and Estates• Partnerships, sole-traders, Family owned companies and other Owner Managed Businesses• Non-domiciled individuals and non-residentsCompleted tax planning projects have included:• Inheritance Tax and Estate Planning in various scenarios• Capital Gains Tax planning, including Taper Relief, Principal Private Residence exemption and hold-over claims• Comparison of tax and other features of alternative ownership structures to identify optimum structure• Partnership profit sharing and succession planning in line with the business goals• Advising on the use of tax efficient investments and specialist marketed tax strategies• Delivered road map for partnership restructuring with the introduction of a corporate partner including steps to minimise risk of various anti-avoidance provisions

London, United Kingdom

Broad general practice role dealing with all aspects of clients affairs, covering management and statutory accounts, Tax Returns and HMRC enquiries for individuals, partnerships and companies.Special responsibility for tax within the firm after passing ATII examinations.Experience of both routine tax computations, compliance and correspondence, as well as special projects such as Inland Revenue investigations and specific advice on tax consequences of transactions. Special responsibility for investigating tax software options, and for overseeing implementation and maintenance of resulting system (IRIS).

Loughton, London

Initially recruited at junior level, and progressed to level of senior with experience and success in the ACA examinations.Gained broad experience in accounts preparation and the audit of a wide variety of owner managed companies, including leading onsite audit teams in order to complete assignments on time and within budget.Last three months seconded to the personal tax department assisting with Tax Return preparation and calculation of tax liabilities for individuals and partnerships.

Education record

Education record

Bsc, Accounting & Financial Analysis, 1St

Up To A Levels