With over 20 years’ experience working in tax, I support companies on all things related to share awards and long-term incentive plans. As a member of the national team, I support businesses of all sizes and across all sectors, assisting with the design, implementation and operation of equity and cash-based incentive arrangements, both domestically and overseas.
I am proud to lead the national compliance/reporting function and have enjoyed the opportunity this has given me to build lasting relationships with businesses up and down the country, providing dedicated, value-add advice in respect of the annual compliance cycle. I also spend a good proportion of my time helping businesses, and their owners, to navigate the complex employment tax rules that can apply at the time of a transaction. This can often be a critical consideration, though isn’t always an area of scrutiny that businesses are ready for when building to a sale.
My approach is very much client-focused. While we pride ourselves on being a “one-stop-shop” for all our clients’ incentive needs, it is recognised that no two businesses are the same, and each will have its own unique needs and expectations.
Outside of work, I am a dedicated grassroots (U13 kids) football coach, avid reader (I love a crime caper or heist), and I spend at least a few weeks each summer in a field, camping with my family at music festivals.
- BSc Mathematical Sciences, University of the West of England
- ATT (Association of Taxation Technicians)
- CTA (Chartered Tax Adviser)
