Member

• Nov 2022 - Present

Managing Director

• Apr 2017 - Present

I lead a high performing and experienced Research and Development (R&D) Tax team. The Lumo team ensure we maximise our clients R&D claims with HMRC. I lead a high performing and experienced Research and Development (R&D) Tax team. The Lumo team ensure we maximise our clients R&D claims with HMRC.

Member

• Jun 2019 - Present

Member Member

Tax Director

• Jun 2011 - May 2022

To provide a full taxation service for clients including completion of self assessment, corporation tax, PAYE and NIC returns, HMRC enquiries and Tax Planning work. Research & Development tax relief is an area of specialism that I have a strong track record in delivering. The relief is extremely generous and I have saved companies hundreds of thousands in tax over the years. To provide a full taxation service for clients including completion of self assessment, corporation tax, PAYE and NIC returns, HMRC enquiries and Tax Planning work. Research & Development tax relief is an area of specialism that I have a strong track record in delivering. The relief is extremely generous and I have saved companies hundreds of thousands in tax over the years.

Senior Client Manager

• Apr 2005 - Jun 2011

Preparation of sole trader, partnership and limited company (£50,000 t.o upto £15 million t.o) financial statements together with appropriate tax computations. Income tax returns, capital gains and inheritance tax computations. Preparation of sole trader, partnership and limited company (£50,000 t.o upto £15 million t.o) financial statements together with appropriate tax computations. Income tax returns, capital gains and inheritance tax computations.

Trainee Accountant

• Jul 1999 - Apr 2005

VAT returns, Payroll, bookkeeping, accounts and tax preparation. VAT returns, Payroll, bookkeeping, accounts and tax preparation.