Biography
I am a chartered tax adviser, helping clients complete their tax returns and pay only what they need to HMRC. My clients are individuals, including people who are either not domiciled in the UK or not resident in the UK, and companies owning UK residential property. I head up the tax compliance team in Chichester, and specialise in UK income tax and capital gains tax, including private residence relief, for wealthy individuals, individuals who are not domiciled in the UK, the statutory residence test and non-resident capital gains tax. I also help individuals bring their UK tax affairs up to date through the Worldwide Disclosure Facility, often following a nudge letter from HMRC.
Key Highlights
A notable success, following advice provided to the client by the High Net Worth and International Team, was a complex disclosure involving dual residence, overseas partnership income and establishing relief for foreign tax paid, which was settled with HMRC without query. I am also advising clients on the impact of the changes to the non-dom regime and potential planning opportunities.
Awards
Team were highly commended in the Tax & Trust Team of the Year category for the British Wills & Probate Awards 2024.
What do you like about working at Irwin Mitchell?
I enjoy working at Irwin Mitchell for the wide variety of work and interesting clients and, with ever increasingly complex tax legislation, having a team of tax lawyers on hand when a technical question needs answering. I am also part of an amazing tax team.
What is the most rewarding aspect of your role?
I particularly enjoy the international elements of my role and the technical challenges that working in tax can bring.
What inspired you to get into law?
Unusually for a law firm, my team is actually more like an accountancy practice but with the benefit of the support of a large team of tax lawyers. Before coming to work for Irwin Mitchell I spent several years working for a regional firm of Chartered Accountants. I became a chartered tax adviser because when I was offered a trainee post I could have followed either general accountancy or tax but the tax partner at the firm told me that tax was more interesting. He was right!
What do you do away from the office?
I enjoy gardening and looking after my dog, horses and sheep as well as spending time with my family, and fly fishing when the opportunity arises.
