Experience

Bracken Rothwell

• United Kingdom
• Accounting
• 1 - 100 Employee

• Tax Manager

  • Oct 2022 - Present



Belasko

• Guernsey
• Financial Services
• 1 - 100 Employee

• Fiduciary Services Director

  • Jun 2017 - Mar 2021

  Main board member, principal person and head of a fully regulated fiduciary and corporate business in both Jersey and Guernsey. Full responsibility for the provision of management and administration services to high value and complex trust and company structures. Responsible for maintaining and enhancing relationships with extremely demanding international clients and to grow the overall business. Main board member, principal person and head of a fully regulated fiduciary and corporate business in both Jersey and Guernsey. Full responsibility for the provision of management and administration services to high value and complex trust and company structures. Responsible for maintaining and enhancing relationships with extremely demanding international clients and to grow the overall business.



Smith & Williamson (Channel Islands) Limited

• St. Helier, Jersey

• Tax Senior Manager/Director

  • Jun 2012 - May 2017

  Provision of technical tax advice on a consultancy basis (primarily UK but also Jersey advice where necessary) both for individuals and various Jersey fiduciary businesses. Review of complex offshore structures, identification of relevant issues, considering planning opportunities and preparing detailed letters/reports providing tax advice. Provision of technical tax advice on a consultancy basis (primarily UK but also Jersey advice where necessary) both for individuals and various Jersey fiduciary businesses. Review of complex offshore structures, identification of relevant issues, considering planning opportunities and preparing detailed letters/reports providing tax advice.



Barclays Wealth Trustees (Jersey) Limited

• St. Helier, Jersey

• Fiduciary Associate Director

  • Apr 2009 - Mar 2011

  Associate director responsible for the management of some of the largest and most complex clients. Responsible (alongside London legal colleagues) for managing various substantial and long-standing litigation and dispute cases. Part of overall management team. Provision of technical advice, fiduciary, tax and accounting, to others as and when requested. Associate director responsible for the management of some of the largest and most complex clients. Responsible (alongside London legal colleagues) for managing various substantial and long-standing litigation and dispute cases. Part of overall management team. Provision of technical advice, fiduciary, tax and accounting, to others as and when requested.



Close Trust Company Jersey Limited

• St. Helier, Jersey

• Senior Fiduciary Manager

  • Sep 2007 - Feb 2009

  The company acquired a business and had identified a group of trust and corporate structures with issues ranging from litigation exposure, internal errors, communication problems etc. Required to resolve issues and, where necessary, exit/terminate relationships as efficiently, cheaply and as risk-free as possible. Member of the senior executive team involved in formatting strategy for the promotion of fiduciary services. The company acquired a business and had identified a group of trust and corporate structures with issues ranging from litigation exposure, internal errors, communication problems etc. Required to resolve issues and, where necessary, exit/terminate relationships as efficiently, cheaply and as risk-free as possible. Member of the senior executive team involved in formatting strategy for the promotion of fiduciary services.



BDO

• Belgium
• Accounting
• 700 & Above Employee

• • Sep 2006 - Aug 2007

  Part of the International Tax Team of BDO in London followed by a transfer to the BDO tax team in Jersey. Assisting in the provision of advice to wealthy individuals, primarily UK resident non-domiciliaries, on the potential advantages of the use of offshore structures in wealth and tax planning. Mainly project based work including the preparation of detailed reports into complex offshore structures, identifying issues and suggesting solutions. Advice on the formation, restructuring and termination of such structures. Show less

• • May 2005 - Aug 2006

  Part of the International Tax Team of BDO in London followed by a transfer to the BDO tax team in Jersey. Assisting in the provision of advice to wealthy individuals, primarily UK resident non-domiciliaries, on the potential advantages of the use of offshore structures in wealth and tax planning. Mainly project based work including the preparation of detailed reports into complex offshore structures, identifying issues and suggesting solutions. Advice on the formation, restructuring and termination of such structures. Show less



Thomas Eggar

• United Kingdom
• Law Practice
• 1 - 100 Employee

• Tax Manager

  • May 2004 - Apr 2005

  Assisting in tax planning for wealthy individuals including the use of trusts and companies, both on and offshore, including the preparation of various reports on a number of structures in order to identify potential tax issues and suggesting proposals to rectify problems or to improve tax efficiency. Preparation of instructions and attending conferences with Tax Counsel. Overseeing the implementation of restructuring proposals. Dealing with various tax disclosure cases and discussions with UK tax authorities. Show less



PwC

• Professional Services
• 700 & Above Employee

• Senior Fiduciary Manager

  • Jun 2001 - Dec 2002

  Overall responsibility for a portfolio of wealthy individual clients and corporate entities, principally responsible for the creation and restructuring of offshore structures. One of a team responsible for the management of a group of administrators and trainees. Responsible for all aspects of financial management of my particular portfolio. Overall responsibility for a portfolio of wealthy individual clients and corporate entities, principally responsible for the creation and restructuring of offshore structures. One of a team responsible for the management of a group of administrators and trainees. Responsible for all aspects of financial management of my particular portfolio.



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• • Oct 1997 - May 2001

  Transferred to Jersey to specialise fully in the creation of offshore structures and to ensure correct usage for tax planning purposes. Responsible for a portfolio of trust and company structures for wealthy clients with complex affairs including administration services on larger clients, administration management, the provision of tax compliance services, overseeing other tax compliance aspects and the provision of tax advisory services. Portfolio management includes all aspects of client billing, fee discussions and debt collection. Responsible for the management of a group of trust and company administrators, the budgets for that particular group and with responsibility for advice and service given to their client portfolios. Responsible for tax reviews of accounts for various structures to ensure UK compliance aspects maintained. Show less

• • Feb 1992 - Sep 1997

  Responsibility for a portfolio of clients to deal with all relevant personal tax compliance and planning issues ranging from high net worth individuals, company directors, partnerships and trusts. Advanced to become involved in tax planning involving co-ordination with other tax professionals with other areas of expertise to develop complex tax products.