If you are interested in this candidate, please contact Andrew Wilson via email awilson@cerfinancial.co.uk or call on 0207 626 6065.
00358380
PROFILE:
Experienced private client tax specialist, with a strong track record of advising high net worth individuals, their families, and their personal holding structures on complex UK tax matters. Recognised for building trusted client relationships, delivering robust tax technical analysis, and providing pragmatic solutions tailored to clients’ personal and commercial objectives. Extensive expertise in international personal tax issues, particularly those affecting non-domiciled individuals, non-UK family trusts, and cross-border structures. Committed to developing junior talent and maintaining technical excellence.
SKILLS:
- Microsoft Word, Excel, PowerPoint and the Google equivalents.
EDUCATION:
- Chartered Tax Adviser (CTA)
- Association of Taxation Technicians (ATT)
- BSc Natural Sciences University, 2007 – 2010
CAREER HISTORY:
January 2019 – Present
Big 4
Private Client Tax
Senior Manager
- Extensive experience of advising high net worth individuals: Varied client portfolio of high net worth individuals including international entrepreneurs, shareholders of privately owned businesses, and those of inherited wealth.
- Trusted advisor - Supporting clients in navigating life events, including international relocations, business exits, succession, and the acquisition/sale of capital assets. Most recently I have focussed on helping clients prepare for legislative change, namely the changes to the non- dom regime and the anticipated changes to Business Property Relief (BPR). This has involved estimating current and future UK IHT exposures, scenario comparisons, considering the set up/termination of family trusts, and utilisation of the Temporary Repatriation Facility.
- Advisory projects - Day-to-day point of contact for clients and their advisors, working closely with family offices and other professionals to consider options and implement bespoke, compliant solutions. I specialise in advising clients with an international background in respect of UK tax residence, taxation under relevant Double Tax Treaties, remittances, account structuring, UK taxation of non-UK trusts, and matters relating to anti-avoidance (including Transfer of Assets Abroad provisions). I also have significant experience in advising on UK domestic tax matters (CGT and IHT reliefs, including gift holdover relief and BPR).
- Tax compliance - I manage the delivery of my clients’ annual self assessment tax returns, ATED returns, and CGT returns as well as support in navigating HMRC enquiries and disclosures.
- Subject m atter specialist - At PwC I am seen as a subject matter expert on the taxation of ‘non-doms’ and I maintain technical materials, facilitate training, and monitor developments in this area.
- Coaching - I support the development of juniors both informally and as a career coach. I also lead weekly workflow meetings within the PwC private client team.
Previous roles within Private Client Tax:
July 2016 – December 2018
Manager
July 2014 – June 2016
Senior Associate
September 2010 – June 2014
Big 4
Associate/Senior Associate - Global Mobility Tax
- Supporting the delivery of advice for expatriate individuals and their employers, advising on Dual Contracts, Short Term Business Visitor reporting, and assignment structuring.
- Coordinating the UK Tax Return compliance process for the expat population across multiple client engagements.
- Leading UK tax briefings for individuals arriving in or departing from the UK.
- Primary point of contact for clients and assignees on tax compliance matters and ad hoc queries.
July - August 2008
Intern
References Available Upon Request
If you are interested in this candidate, please contact Andrew Wilson via email awilson@cerfinancial.co.uk or call on 0207 626 6065.
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