Experience

Charterhouse (Accountants) Limited

• United Kingdom
• Accounting
• 1 - 100 Employee

• Joint Managing Director

  • Aug 2020 - Present

• Executive Director

  • May 2013 - Aug 2020

  I am a Chartered Tax Advisor with a wide range of experience, although starting out my career being focused on personal tax issues, over the years my experience has spanned into extensive Corporation Tax planning and dealing with complicated HMRC enquiries, also taking some of these are far as the Tribunals and Courts.I trained with Kingston Smith a top 20 firm of London based accountants, specialising in the accounting services and tax services for owner managed businesses. I have a particular interest in the taxation of non-domiciled individuals and associated planning strategies.I have worked at KPMG in London in the private client services department prior to moving to my current firm Charterhouse (Accountants) LLP “Charterhouse”.At Charterhouse I am responsible for the firm's tax department and provide tax advice to a varied portfolio of clients including owner managers, celebrities, high profile figures in the City of London, businesses with turnovers of in excess of £100m, trusts with values in excess of £1m. The taxes I cover include income tax, capital gains tax, inheritance tax, corporation tax, stamp duty, stamp duty land tax and value added tax “VAT” and cover both UK and offshore issues, including residence and domicile and the remittance basis of taxation. Charterhouse is a firm of accountants specialising in taxation and providing the following services:- Audit Accounting Bookkeeping Business Planning Business Start Up advice Company Secretarial HR Consultancy Tax Compliance Tax Advisory Wills and LPAs

• Partners' Assistant (Tax)

  • Oct 2006 - Apr 2013

  I am a Chartered Tax Advisor with a wide range of experience, although predominately focused on personal tax issues my experience includes wide span of Corporation Tax planning.I trained with Kingston Smith a top 20 firm of London based accountants, specialising in the accounting services and tax services for owner managed businesses. I have a particular interest in the taxation of non-domiciled individuals and associated planning strategies.I have worked at KPMG in London in the private client services department prior to moving to my current firm Charterhouse (Accountants) LLP “Charterhouse”.At Charterhouse I now manage the tax department and provide tax advice to a varied portfolio of clients including owner managers, celebrities, high profile figures in the City of London, businesses with turnovers of in excess of £100m, trusts with values in excess of £1m. The taxes I cover include income tax, capital gains tax, inheritance tax, corporation tax, stamp duty, stamp duty land tax and value added tax “VAT” and cover both UK and offshore issues, including residence and domicile and the remittance basis of taxation.Charterhouse is a firm of accountants specialising in taxation and providing the following services:-AuditAccountingBookkeepingBusiness PlanningBusiness Start Up adviceCompany SecretarialHR ConsultancyTaxWills and LPAs



KPMG

• Canada
• Accounting
• 700 & Above Employee

• Assistant Tax Manager

  • Oct 2005 - Sep 2006

  Provide tax advice to private clients. Provide tax advice to private clients.



Moore Kingston Smith

• United Kingdom
• Accounting
• 500 - 600 Employee

• Tax Supervisor

  • Oct 2001 - Sep 2005

  Responsible for the management of the personal tax department in the St. Albans office, including managing a portfolio of 200+ clients and one member of staff. Responsible for the management of the personal tax department in the St. Albans office, including managing a portfolio of 200+ clients and one member of staff.