I am the head of operational taxes in financial services. I have a demonstrated history of working in the financial services industry, advising banks, fund managers and insurance companies on tax information reporting and withholding regimes (including FATCA, CRS, DAC6, qualified intermediary, 871(m), withholding tax reclaims, corporate criminal offence, ISA and pensions tax compliance).
I am also a qualified chartered account, skilled in international tax, financial services, tax advisory, and corporate tax. I hold relationships with key personnel at HMRC and IRS, and financial trade bodies dealing with the implementation and ongoing monitoring of operational tax regimes.
Clients like to work with me because I can provide strong technical advice, combined with significant commercial and practical experience of the operational impact of the different regimes. Throughout my career I have worked with leading financial institutions helping them implement new processes to meet their obligations as well as validating their compliance position.
I enjoy spending time with my family and friends and when I have some spare time like to run.
Related content
- Making tax digital – a big change?
Qualifications
- ACA (Associate of The Institute of Chartered Accountants in England and Wales)
