What Can I Offer

Understandable, practical advice, both technical and procedural, based on the needs of the individual clients.

Specifically, my role is to act as a specialist advisor to you and your clients; as a temporary addition to your existing team of advisors when specialist advice is needed.

I can assist in many capacities:

  • taking full responsibility for planning and advisory work
  • reviewing existing advice for accuracy and completeness
  • discussing tactics and procedures
  • preparing for and presenting cases before the First Tier Tribunal
  • attending meetings with clients or external parties
  • being on the end of the phone to provide support and reassurance on routine issues (including availability on the telephone outside office hours)
  • undertaking long term projects including cover for absent staff

I am not an accountant and do not offer accountancy services. There is no threat to your client's relationship with you or your firm.

Written work will normally be underataken on a fixed fee basis. Telephone work or work for which a fixed fee is unrealistic will be charged on a pro-rata hourly basis, but the basis of charge will always be agreed.

I have links with other tax specialists, in particular with reference to VAT, who can advise in areas outside my own specialisms.

Main areas of specialism

  • Business tax covering sole traders, partnerships and companies including strategic planning relating to different trading vehicles
  • CGT planning and mitigation including business sales,entrepreneurs' relief, private residence reliefs and substantial shareholding exemption
  • SA procedural issues
  • Preparing cases for appeal before the First Tier Tribunal
  • Assistance with HMRC full and aspect enquiries into tax returns and accounts including CIF investigations and employer compliance reviews
  • Employment status and IR35 including reviews of contracts and dealing with HMRC employment status enquiries
  • All aspects of income tax, PAYE and employment income
  • The taxation implications of using trusts, including the application of the FA2006 rules
  • IHT planning reviews
  • All aspects of stamp duty land tax and stamp duty and assistance with enquiries into land transaction returns
  • Specific CT issues including the intellectual property regime, company reconstructions (including preparation of clearances) and R&D tax credits
  • EIS relief including reviews of the qualification requirements for companies and individuals, and the anti-avoidance rules