I lead our operational taxes business within financial services, covering a broad range of tax reporting and withholding regimes that banks, asset managers, insurance companies and fintechs must comply with across various financial products. These include FATCA, CRS, CARF, DAC6, the qualified intermediary regime, 871(m), withholding tax reclaims, the corporate criminal offence, ISA and pensions tax compliance.
I hold relationships with key personnel at HMRC and the IRS, as well as with financial trade bodies, such as UK Finance and the Investment Association. I regularly advise them on the implementation and ongoing monitoring of operational tax regimes.
Many of my clients are internationally based, as several of these regimes have global reach and require financial institutions to share data with tax authorities in other jurisdictions. Clients value my combination of strong technical knowledge with significant commercial and practical experience. I understand the operational impact of these regimes, including how clients leverage technology to achieve effective compliance and manage customer data. Throughout my career, I’ve worked with leading financial institutions to design and implement new processes, and to validate their ongoing compliance positions.
Outside of work, I enjoy spending time with family and friends, and when I get the chance, I like to go for a run.
