I am Head of Transactional Tax here at PKF Smith Cooper, based in our Birmingham office.
What can I do for your organisation?
As Head of Transactional Tax, I advise on all types of corporate transactions, helping clients to effectively navigate a comprehensive UK tax system which is becoming increasingly more complex with each passing year.
I pride myself in finding the best solution for my clients, helping them to mitigate exposure to transactional taxes, whilst also ensuring that together we never lose sight of their long-term commercial objectives.
I have worked within the profession for over 15 years, starting as an accounting apprentice within a small general practice in 2005, I qualified as a chartered certified accountant in 2012.
It was at this point that I made the decision to focus solely on tax, joining the corporate team of a top 10 firm, advising clients on corporate matters such as capital allowances, research and development tax credits and patent box relief. I qualified as a chartered tax adviser in 2014.
In 2015 I was approached by a regional law firm with an offer to join them and help to expand their transactional tax offering in the market. I spent two years advising clients on employee share incentives, corporate reconstructions, and capital gains tax planning, with the core objective of minimising tax leakage on business sales and acquisitions.
In 2017 I returned to the world of accountancy, joining the entrepreneurial private client team at a top 6 firm. Since then, I have continued to advise clients on sales and acquisitions, working on transactions with equity values of £1m right up to the largest of £2.4bn.
Although I have a broad knowledge across the taxes, I particularly enjoy advising owner managers on both corporate and personal tax matters. My main areas of specialism include advising clients on:
- Corporate reorganisations
- Employee incentivisation
- Shareholder disputes
- Business sales and acquisitions
- Succession planning
- Partnership incorporations
Outside of work I spend most of my spare time with my wife and our two young children.
In recent years I have become a huge fan of boxing, spending many a Saturday evening travelling around the UK with mates watching the big fights. I even attempted a white-collar bout myself back in 2017, but that is a story for another day!