Experience

Philip Hare & Associates LLP

• United Kingdom
• Financial Services
• 1 - 100 Employee

• EIS & VCT Tax Adviser

  • Nov 2019 - Present

  - Reviewing and commenting on legal and fundraising documents with respect to compliance with VCT, EIS and SEIS rules. - Assisting companies with the preparation of Advance Assurance applications for proposed funding rounds and liaising with HMRC to deal with any queries raised. - Providing opinion letters on proposed investments to VCT and EIS investors on whether the investment would likely comply with VCT and EIS rules. - Providing ad hoc advice on tax issues relating to EIS, VCT and SEIS investments. Show less



Beringea

• United States
• Financial Services
• 1 - 100 Employee

• Chief Financial Officer

  • May 2018 - Aug 2019

• Financial Controller

  • Jun 2015 - May 2018

  Overseeing the internal and external financial reporting of Beringea's listed Venture Capital Trusts.



EY

• Entertainment Providers
• 1 - 100 Employee

• Manager

  • Apr 2014 - Jun 2015

  Audit manager specialising in wealth and asset management clients, specifically investment trusts, private equity and hedge funds. Special focus on valuation and employee share scheme audit issues.

• Executive, Financial Services - Transaction Advisory

  • Jul 2012 - Mar 2014

• Executive

  • Jan 2008 - Jul 2012