I lead the firm's indirect tax financial services advisory practice and have extensive experience working with businesses in the insurance, banking, and wealth and asset management sectors. I've worked for two Big 4 firms during my career and bring more than 19 years' experience to my work advising clients on all aspects of VAT.
Over the last 12 years, my focus has been on advising firms in the financial services industry on an array of complex and technical indirect tax issues, such as Brexit restructuring, acquisitions and disposals, HMRC disputes, market entry (leading projects across tax and regulatory) and new product offerings for the fintech market.
I have extensive experience of agreeing, and advising on, partial exemption special methodologies (PESM) across all sectors of financial services – including numerous PESMs involving HMRC negotiations. I've collaborated with transfer pricing experts on a number of projects advising clients on the VAT implications of transfer pricing methodologies, such as profit split, and the implications transfer pricing analysis can have on VAT, for example, the impact of key entrepreneurial risk-taking function analysis. And I've worked with a number of groups to minimise the VAT impact of intellectual property charges across multiple geographies.
Outside of work, I enjoy reading, sports and spending time with my family.
