I am Claritas Tax’s Business Development Executive. Before joining Claritas I worked as a HR Business Officer for a large national company.
I focus my time on generating meetings with accountancy firms and other businesses to promote the work that Claritas does and look at ways in which we can partner with other organisations.
I love playing football and I am also really into graphic design and video editing.
I graduated from the University of Nottingham all the way back in 2008 and have spent the past 11 years living and working in Shanghai, China, where I started out teaching before transitioning into training and management roles. I recently returned to the UK looking for a career change and was fortunate enough to be selected for Claritas’ graduate programme starting in September 2021, based in the Birmingham office.
I am eager to learn and get hands-on experience in a broad range of areas and feel extremely lucky to be surrounded and supported by colleagues with such a wealth of experience. In my previous career I always took great satisfaction from listening to students and colleagues and helping them to find solutions to their problems and I look forward to continuing that in a new context.
I enjoy reading, video games when I find the time, and watching pretty much any sport. I was a keen rugby player before I moved away and in recent years have taken up golf and boxing, although it is fair to say that my enthusiasm far exceeds my ability in both. Having spent so long overseas I am looking forward to spending some quality time with family and friends and having the opportunity to travel around the UK.
I am dual-qualified as a Chartered Surveyor and a member of the Association of Taxation Technicians. I have over twenty years’ experience in providing advice on capital allowances and other investment incentives and reliefs, to clients in all sectors and ranging in scale from owner-managed businesses to multinational and listed groups.
My experience includes financial modelling, due diligence, transaction structuring, expenditure analysis and claim preparation, and dealing with HMRC and the Valuation Office.
I have built up substantial expertise in interpreting cost data and technical building specifications, and in leveraging this understanding to optimise the tax relief available on property and construction expenditure, helping clients to benefit from tax breaks and regeneration and sustainability incentives.
My two main loves are travel and transport, which fit together well. Trains, planes, trucks and ships all get me embarrassingly excited but my main love is cars – I love nothing better than a good road trip through fantastic scenery. Highlights have been journeys around Iceland, along the Great Ocean Road in Australia, and a week spent driving a convertible Camaro through Wyoming and Montana, but I’ve found nowhere that can compare to the Scottish Highlands. Which is handy, as Scotland’s a lot easier and cheaper to get to.
At home piles of unread novels, unopened car magazines, and unironed laundry grow ever higher while I slump in front of a boxset on Sky or Netflix.
I’m a Chartered Tax Adviser and Chartered Accountant with over 30 years’ experience, beginning with a Big Four firm followed by a move to HSBC. At the bank a main specialism was Asset Finance and the tax function of the bank’s private equity investment vehicles. More latterly I was heavily involved in group reporting.
Claritas has an extraordinarily diverse client base so work is very varied. I regularly advise on overseas tax structuring, liaising with overseas advisers and lawyers. The challenge is to deliver a workable solution taking all factors other than just tax into account.
I look after my local church finances and I’m a trustee of a charity. I play the clarinet in a local amateur orchestra and every Friday evening three of us clarinettists get together – not a jamming session- more Rossini than Rock. I’m a member of a male voice choir which involves 40 men singing together – blowing away any cobwebs there may be.
I’m a Chartered Tax Adviser specialising in providing tax advisory services to private companies, owner managers and High Net Worth individuals advising on all taxes and their interaction. Prior to joining Claritas I have always held tax advisory roles in Mid-Tier and Boutique firms specialising in the privately owned business market. I am also a member of the Chartered Institute of Tax Owner Managed Business Committee and was a co-author of Tolley’s Tax Planning for Owner-Managed Businesses 2020/21.
Most of my time is spent advising on transactional tax matters such as reorganisations, restructures and sales and acquisitions but in the world of private businesses where the business and the owner are inseparable I have always advised on both personal and corporate tax matters. Therefore I also get involved with private client matters, employee share incentivisation and advising on shareholder tax reliefs. The best part of tax is no two days or projects are the same and I enjoy the challenge that the variety of that and the ever-changing tax legislation brings.
I thrive on building strong relationships with clients, colleagues and other professionals alike and pride myself on being a trusted adviser to rely on. I love breaking down technical tax legislation into something more understandable and relish in helping clients achieve their objectives. With my sense of humour and light-hearted approach I like to hope I go against the tax adviser stereotype – no one ever said tax had to be boring!
I enjoy keeping fit by going on long walks with my crazy golden cocker spaniel Polly as well as going to fitness classes and on runs. I also love cooking, baking and wine tasting which largely counteracts my otherwise active lifestyle – they say life is all about balance! When not at work I’m usually burning the candle at both ends filling my social calendar with my soon-to-be husband, friends and family who I adore.
Based in the Manchester office, I started at Claritas in October 2020 as a tax assistant, and I’m working towards the ACA and CTA qualifications. Prior to this I have three years’ experience working in tax compliance and advisory, and before that I had a ten year career as a musician.
I specialise in R&D tax relief for a wide range of industries and continue to develop my knowledge in this field, though I’m always keen to get involved with the variety of advisory issues the team are working on.
I spend a lot of my free time reading and have a big passion for playing music. I also have a big interest in fermenting foods and alcohols, especially cider from the apples in the garden.
I am an assistant to the Practice Manager, with over 10 years experience within a receptionist role. My experience includes working within the NHS, and for the past 8 years working within the legal sector holding as Front of House Manager.
I assist the Practice Manager providing office management support including the responsibility for hospitality & greeting. I support the business in assisting with our induction process and coordinating staff training. As part of my role I support with events contributing to our Corporate Social Responsibility Programme. I help coordinate health & safety in the workplace including being a first aider & fire warden.
You will find me at gigs watching my favourite bands & artists, socialising and spending time with my partner and grown up children Kyle and Sophia.
I’m on the graduate programme at Claritas and I started with the firm in October 2020. I graduated from the University of Manchester with a First-Class Degree in Chemistry. Since my graduation I have worked in the Science and Logistics industries and I am always excited to apply my unique perspective at Claritas.
I am keen to be exposed to a variety of different areas, and to work with as many colleagues as possible to allow myself to benefit from the variety of talent and experience that exists within the firm. I have an inquisitive mind and like to ask questions, but once information is available to me, I am eager to problem-solve.
I enjoy following the fitness industry and like to spend free time in the gym. I’ve also picked up the guitar in the last couple of years and I enjoy spending time learning new techniques of playing. I also have a love for all things tech and like seeing cutting edge technologies making it into the consumer space.
I’m on the Claritas Graduate Scheme, having previously graduated from Loughborough University with a Masters in Aeronautical Engineering. I joined Claritas in September 2017 and I’m currently working towards my ACA and CTA.
I get involved with a wide variety of projects to expose myself to the many aspects of tax as I can. My focus falls on R&D claims, which allow me to dive into a wide array of companies in industries ranging from chemical manufacturing to astronautical engineering. I especially enjoy working on claims relating to work around my specialist field of Computational Fluid Dynamics.
I take part and compete in a variety of outdoor pursuits, including rock-climbing, trail-running and orienteering. I also enjoy playing the piano and putting my feet up with the latest boxset.
I am a Chartered Tax Adviser and Chartered Accountant with over 15 years’ experience working in tax. My main focus has been working with owner-managed businesses in a range of different sectors to deliver tax solutions to the companies and their owners.
I enjoy getting to know the businesses I work with and the people that run them to ensure I understand their strategy and goals. This gives me the tools I need to provide practical and commercial tax advice to my clients. I believe strong relationships are the key to knowing what conversations are needed to ensure, as a firm, we are doing everything we can to assist our clients.
I enjoy keeping active (although it may not look like it) and regularly play tennis and squash. Until recently I also played lacrosse for my local team. My other interests include film, going to live music and comedy, socialising with friends and occasionally attempting to hike up the most challenging local routes I can manage.
I’m a Chartered Tax Adviser with over 20 years’ experience in the tax profession in Big Four, Mid-Tier firms and Industry. I joined Claritas Birmingham in April 2016 and I’ve enjoyed coming to work every day since.
I really enjoy building client relationships and dealing with the varied bespoke tax issues encountered by my clients. This means the work I advise on is wide-ranging and involves dealing with Restructuring, International Tax, R&D tax relief, Enterprise Investment Schemes, Venture Capital Trusts, Enterprise Management Incentive schemes, Capital Allowance claims and Tax Compliance – I said it was varied!
I love spending time with my family. I have two boys who keep me very active and busy, this usually includes taking them swimming and to clubs at the gym, sometimes I also get chance for a workout. My children are thrill seekers, which they get from my husband, so I often find myself on very scary rollercoasters some of which I would prefer not to be on! We also recently had a new addition to our family who enjoys going for walks – a Cavalier King Charles Spaniel who is also male, I’m definitely outnumbered in our house.
A Chartered Accountant and Chartered Tax Adviser, I have advised HNW and UHNW clients on all kinds of Private Client tax matters for almost 25 years. Specialising in trusts and inheritance tax, I am also a full STEP member and a member of the worldwide STEP Journal editorial board.
Being a Private Client tax adviser means you really need to get to know your clients, and about their aims and aspirations, so I spend a lot of time talking to clients and finding out about their families and future requirements. I also love talking about tax, so you will often find me extolling the virtues of trusts or the intricacies of capital gains tax to clients and contacts, or writing about tax matters in various places.
In addition to two teenage children who keep me on my toes, I also play rugby for Aston Old Edwardians RFC, a local club whose first XV were once captained by my father and for whom my daughter also plays. When not scrummaging, I am an avid reader, and a Kindle convert after running out of room on my bookshelves! I am also enthusiastically learning to play squash, and somewhat less enthusiastically attempting to learn how to hit a golf ball.
I’m a Chartered Tax Adviser with over 20 years’ experience in senior management positions in Big Four and Mid-Tier firms. I established Claritas’ Manchester office in May 2019.
I try to maintain an equal balance between winning and delivering work. I like nothing more than being in the thick of a fast-paced transaction, pulling out all the stops to help a buyer or seller get their deal over the line. I make a point of speaking with my clients as much as they can bear and I also love spending time ‘in the market’, building my network of contacts across the finance community.
I’m very active. I spent over a decade addicted to Ironman triathlons before calming down and finding two equally addictive sports in the form of golf and tennis. I’m married to a Nuclear Engineer and I have an energetic eight year old daughter.
I’m a Chartered Tax Adviser with over 30 years’ experience. I’ve worked predominantly in Big Four firms within their M&A and Restructuring teams, and I was also responsible for setting up the UK tax practice for an international, mid-market German accountancy and legal practice. I joined Claritas Birmingham in July 2016.
My time is split between transactional and restructuring projects and overseas inbound investment advice. I like working on both the buy and sell-side of deals and assisting clients to structure their investments in the UK in an efficient way which will not give rise to future tax issues. I enjoy building relationships with my clients and a key part of this is understanding their business and the commercial drivers behind the transactions they enter into. I then work with them to develop a plan which achieves their commercial objectives.
I’m a keen photographer and I combine this hobby my love of walking in the Lake District and Wales. I’m also a keen cyclist – somewhat keener since I recently acquired an electric bike!
I studied Law at university and decided to start a career in tax so I could continue to work with legislation and cases. I’m CTA qualified and have over 20 years’ experience of working with businesses and their owners.
I enjoy working with business owners and other advisers on transactions – whether that’s providing sell-side advice or tax due diligence for acquirers. I also make sure business owners have the appropriate ownership structures in place to achieve their commercial and personal goals. I assist companies in making R&D and Patent Box relief claims. Both can provide extremely valuable savings or cash injections. It also gives me the chance to really understand what companies do. I have an enquiring mind, so this naturally appeals to me.
I like to read short stories, and occasionally try to write my own. I have too many vinyl records to count and enjoy listening to them with friends. Every now and then I threaten to ‘get back into running’.
I’m a Graduate Trainee and I’ve been working at Claritas since February 2019. My previous experience involves two years as a compliance caseworker at HMRC.
I get involved with a variety of projects from personal tax advice to R&D claims, learning from the vast experience of my colleagues along the way. As I’m in the second year of my ACA/CTA qualification, I also spend some of my time out of the office preparing for upcoming exams.
I like to be active in my spare time, I enjoy trying out new exercise classes and taking long walks with the family dogs. I’m also an avid reader, though most of my spare time is currently centred around my studying and planning for my wedding next year.
I’m a Chartered Accountant with over 40 years’ experience specialising in providing tax advice, with the last 25 focused on private clients. After retiring from a 30-year career with Grant Thornton as a senior tax partner I joined Claritas as a consultant in October 2017.
My core focus is building Claritas’ Private Client practice and as part of that work alongside all of my colleague where my expertise is required. We undertake a great deal of transactional work, building and selling businesses, and as a consequence we are fortunate to see many wealthy individuals and families. My role is to help clients maintain and preserve wealth maximising control, flexibility and tax efficiency.
I’m the Honorary Treasurer of the University of Leicester. I travel a lot, collect first editions of books and visit the theatre regularly. I also pursue interests in family history, armchair sport, crosswords and jigsaws.
I’m a Chartered Tax Adviser and I’ve been working at Claritas since April 2017. Previously I was a graduate trainee and then Senior Associate at a Big Four firm in Birmingham.
My time is split between personal tax advice and transactional and restructuring projects. I trained in a Private Client team, so I have experience in dealing with all tax matters relating to high-net worth individuals, entrepreneurs and trusts. I also enjoy working on both the buy and sell-side of deals. My favourite part of the job is meeting and getting to know our clients, who are often very interesting, entrepreneurial people.
I’m a basketball addict and consume as much NBA content as I can, battling against the transatlantic time difference. I enjoy keeping fit and travelling, and I love gaming on my large collection of Nintendo consoles.
I’m a tax specialist with over 25 years’ experience, both within Big Four firms and in-house, most recently as Head of Tax at RAC. I’ve been with Claritas since May 2018. My background is in corporate tax but during my career I’ve worked across the full range of taxes.
Most of my time is spent advising on structuring reorganisations and business sales and purchases. I especially enjoy analysing complex structures and developing a solution which meets my clients’ commercial objectives which will not cause them further tax problems down the line. Having been an in-house tax specialist for 10 years, I know how it feels to be the client as well as to be the adviser, which I hope enables me to deliver advice, which is clear, concise, and tailored to the specific project at hand.
I enjoy spending time with my family, reading, and watching a lot of crime drama on TV. I’m also trying to improve my tennis, so I don’t lose to my teenage daughter too often – having only taken it up at the age of 48 – I have plenty of scope for improvement.
I’m twenty-something and on the Claritas ACA graduate scheme, I’m always looking to add new strings to my bow. I live a Birmingham-based life but I have grown up with both Indian and Irish influences. I graduated with a First in International Business MSC (at University of Birmingham, quelle surprise) and a 2:1 in Classics (ibid.), before that, I was on Tolkien’s turf at King Edward’s School.
I get stuck into whatever projects are going and to date I’ve helped on valuations, R&D, and tax compliance work. It has been great to have a hands-on experience in all areas, and in the next few years I hope to have narrowed and focused my skillset. The breadth of my colleagues’ backgrounds and experiences is a tremendous asset, and I hope in joining Claritas I will similarly add great value to our focus – assisting our clients.
You can find me singing with my guitar, getting through a selection of classic books (affectionately titled on my phone as my ‘book-it list’), or trying to get new personal bests on my 5k and 10k run. Family time is also very important to me, I love nothing more than spending time watching a murder mystery with my nan.
I am a Manchester based tax adviser with a background in tax return compliance and advisory services for individuals.
In collaboration with the wider team I provide tax advice to individuals regarding their business interests and personal circumstances, such as tax residence, and assist clients in fulfilling their tax reporting obligations to HMRC.
I enjoy trying my hand at a variety of things but will consistently be found at certain music festivals or throwing my backpack on to go wandering.
I am an enthusiastic communications professional, with a passion for engaging effectively with employees and stakeholders alike. My professional summary to date includes over seven years’ experience in internal and external communications, as well as significant experience in business branding, utilising various media to create a comprehensive, and meaningful profile of the business. This is all across diverse sectors ranging from Housing, Children’s Services, Independent Fostering and Government contracts.
I love bringing stories to life! I am always keen on promoting what an amazing job and outcomes individuals and/or teams do. The power of communication is one of the most effective tools for any business and it is my job to tease out the information from what I hear, and create a compelling and engaging piece of writing or video to share…there’s no such phrase as “I’m camera shy” with me.
Aside to being a mum of two cheeky young children, who are sleep thieves – but I wouldn’t have it any other way, as they are my World; I am a semi professional dancer in commercial and contemporary dancing. I always find that I escape in the music and it’s a great energiser. I have competed in competitions around the UK, and won several awards. I have even performed in the Royal Variety show, in front of the Queen, back in my day as a ballerina, with the Royal Ballet school.
I’m a Manager here at Claritas and I’ve been working within accountancy and tax for over 20 years. Prior to joining in January 2015, I worked at a small accountancy practice for 16 years.
I’m busy with day-to-day office management, personal tax compliance and employment related securities filings. I also look after graduate recruitment and thoroughly enjoy interviewing our new recruits and going out to graduate fairs.
I’m obsessed with animals! I have two super cute French Bulldogs, three cats and two beautiful horses. During my free time, I’m either at the stables looking after and riding my horses or taking the dogs for long walks over Cannock Chase.
I’m a tax specialist with over 17 years’ experience. I’ve had roles with Big Four and mid-tier firms. I’ve also worked within the in-house tax team of a magic circle law firm. I suppose I’m a slightly different tax advisor in that I studied law at university and went on to successfully pass the BAR (not the drinking type!), which is a qualification required to become a practising barrister. I also successfully qualified as a Chartered Tax Advisor. It definitely feels like I spent a lot of my “youth” studying. I joined Claritas in 2015, when there were only five members of the team.
It goes without saying, that as a tax advisor I enjoy a technical challenge, finding practical solutions to meet a client’s commercial objectives. However, I also thoroughly enjoy interacting with clients. I spend a lot of my time advising on both sell-side and buy-side transactional work, corporate reorganisations and reconstructions.
My role also involves advising all stakeholders with an interest in this process. My aim is always to provide practical, focused and clear advice to ensure my client fully understands what it means for them and their business. I also spend a lot of time developing new contacts, I do occasionally like to get away from my desk and away from tax legislation!
Contrary to the myth, I do enjoy other things outside of tax. I’m an avid Liverpool FC fan, I also watch a lot of boxing, tennis and I like to keep fit.
I’m also a keen musician, writing and producing electronic music in my home study. I also listen to a lot of music, I’ve been collecting vinyl since the age of 18. I am married and have two lovely but crazy young boys, who certainly take up a lot of my time.
I’m a Chartered Accountant and I’ve been with Claritas since September 2016. Previously, I spent three years working in Operations Management with fast-moving consumer goods companies, including Samworth Brothers and Ocado.
I spend most of my time working with clients on share schemes and valuations, but I also get involved with R&D and transactional and restructuring projects. I enjoy getting to understand our clients’ businesses, which cover a multitude of sectors from software providers and airport operators to food producers and media companies. Every business is unique, and I like learning about the challenges our clients face and hopefully being able to be part of the solution.
I enjoy experimenting in the kitchen with my wife, usually for dinner parties with family or friends. We’re big foodies and big believers of supporting our local independent bars and restaurants. We’re also passionate about travelling to experience different cuisines around the world, our favourites being Italian and Thai. I also enjoy taking long walks and getting lost in a good book or film.
I haven’t worked that out yet, much too complicated! However, I’ve been working with clients helping them with their tax affairs for over 20 years. I spent my first seven years in a Big Four firm before venturing out into the big wide world to gain more experience in winning work, building teams, and continuing to build client relationships. That’s how I ended up helping to establish Claritas as the business it is today. I’m a fixer; if there’s a problem to solve, I can’t resist.
As well as advising on the many and varied aspects of corporate and business taxes, I spend a significant part of my time advising on R&D tax relief, the team that I lead. I most enjoy getting to know the businesses that my clients’ run and the people themselves; I’ve always relished being able to help people. This also spills into my other roles in the office as a development coach, heading up our graduate program.
I also manage how we best utilise the latest technology to help us to perform our work better.
Family time is everything to me, spending time with my son (who is a Ballroom and Latin dancer, musician, Youtuber, teenager!), daughter (artist, dancer, little madam who isn’t a teenager yet but acts like one), and my wonderful wife (who I’ve been learning to Ballroom and Latin dance with and also compete at a regional and national level). I also enjoy learning about the fundamentals of the internal combustion engine or dismantling parts of one of our cars – in an effort to fix it. I can’t resist fixing things and I love technology.
A Chartered Manager with over 15 years’ experience in Operations and Practice Management from start up to corporate consultants. My Claritas journey began in November 2020 as Practice Manager, based in the Birmingham Office.
I love compliance and have a passion for getting everything in place. I like to keep up to date with changes, ensuring everyone is engaged, onboard and enthusiastic. I thrive in a multi-functional role and am very much a people person. I love to help towards the success and reputation of the company, and I appreciate the human side of Tax.
I have a passion for fishing and love the outdoors, early morning walks and sunsets. I love watching my Wales play rugby and when they win, my house is filled with daffodils. I am married to an Executive Chef which means no cooking for me!
I graduated from Aston University with a 2.1 in BSc Chemistry with an International Placement. I joined Claritas as a Graduate as part of the ACA/CTA Tax Assistant programme. Prior to starting here, I worked as a Trainee Management Accountant until I decided to pursue a career in Tax.
Being at the start of my career I aim to get myself involved with any project I can. I consider this hands-on approach to be the best way to learn. With Claritas offering such a wide array of services to clients, it is a great organisation to gain exposure in all aspects of the Tax industry.
I love sports and if I’m not watching it, I am participating in it in some form. I play Football twice a week and go running (whenever I can be motivated to wake up early enough!). I am a keen cook and am always eager to add new dishes to my repertoire for my friends and family to sample. I consider myself to be a bit of a film buff and often unwind on the sofa watching one.
I am a qualified chartered accountant and chartered tax advisor with five years of experience is transactions tax. I started my career as a graduate in one of the Big Four in Birmingham before joining Claritas as a Manager. I spent a short period of time working in Sydney, Australia which gave me great life experience. Snorkelling the barrier reef is probably one of the best activities I experienced whilst in Australia and would recommend it if you can get there!
I specialise in corporate M&A deals focusing on transaction tax for small to medium companies and their stakeholders. Majority of my time is spent working on both buy-side and sell-side transactional work and it goes without saying that I love a technical challenge although I do like to get away from the tax legislation to socialise with the team as much as possible.
I love spending time with family and friends of course. Aside from that, I love to dance and enjoy playing and watching many sports including football and tennis. I travel with friends and family as much as possible and my dream is to backpack South America when I get the chance!
I’m a chartered accountant – after a quarter of a century at KPMG I saw the light and began a new career where I’ve helped to build equity value as a serial Chair/ NED and occasionally CFO of more than a dozen businesses.
I enjoy working with great colleagues to find and change the things that will cause a step change in performance; rarely rocket science, almost always focussed on teamwork over many months. Putting clients first is the key – do that and ultimately you have a successful business model with everything that flows from that.
The deaf/blind charity Sense takes up a lot of my free time as Treasurer: I love spending time with my grown up kids, searching for my mishit golf balls, puffing up the local hills on my bike and watching the Baggies.
I’ve been with Claritas since May 2018 as a Tax Manager. With over 20 years’ experience in tax, I spent the first eight years at a Big Four firm specialising in corporate tax compliance, before moving on to mid-tier firms covering a range of taxes. More recently I worked within the UK arm of a German accountancy and legal practice.
My time is mainly spent working with our clients to help them navigate their way through complex and ever evolving world of corporate tax compliance obligations. I also assist clients in the preparation of Research and Development claims, I find it’s interesting getting to know clients and understanding their businesses. Building a strong client relationship, where the client is put first is what makes Claritas stand out – I love being part of that
Along with the compliance side of things I also get involved in advisory projects such as M&A transactions, restructuring of a company.
I love travelling and as a family we do a lot of road trips across many different countries, so many amazing places to see – yet to touch Australia! I have a passion for cooking! I’m always trying different cuisines, even making up new dishes and trying them out on my family – thankfully they don’t complain too much. When I’m not in the kitchen, I love to watch films or a good boxset.
I was Claritas’ first graduate in 2015 having graduated from Swansea University with a First in Business Management. With the support of the team, I’ve completed both my ACA and CTA qualifications since joining.
I specialise in R&D tax claims and I’ve helped numerous businesses secure corporation tax reductions or cash payments as a result. I love speaking with clients and understanding their businesses as well as feeling you’re really making a real difference. It’s always exciting talking to clients, understanding the new and innovative things they’re working on. As well as R&D, I have experience in tax compliance as well as structuring reorganisations and valuations.
I love exercising (especially swimming) as well as cooking and baking. I also enjoy relaxing with friends and family, treating them to my latest creations in the kitchen. I would love to be able to travel more, there’s so many places I want to see and different cultures I want to experience.
I am a Chartered Tax Adviser and Tax Dispute Resolution Specialist. I have over 15 years experience working in tax, eight of which I spent resolving tax disputes full time in a National Team at a “Big 6” firm.
My key strengths are: Tax disclosures to HMRC under Code of Practice (COP) 8 and COP9, cross tax enquiries and tax Expert Witness work. My work involves regular meetings with HMRC, clients, Lawyers and Tax Counsel and I have attended Court on a number of occasions, including the Chancery Court and the Court of Appeal. I am particularly skilled at handling tax disclosures for High Net Worth individuals as well as having experience in the corporate, PAYE status, residence/domicile and contentious tax fields.
I have also worked on several corporate shareholder disputes and internal corporate frauds where close liaison with HMRC’s Fraud Investigation Service, Lawyers and HMRC is required. This work is challenging and forges close links with corporates and specialist Lawyers.
When I am not at work I embrace my natural creativity and use my young children as an excuse to undertake a variety of craft and baking projects. Italian food, culture and language play a key part in my home life as I started to learn the language ten years ago at evening classes and am now fluent, married to an Italian and raising my children bilingual.
I’m a seasoned office administrator with over 25 years’ experience of working within different sectors including a multi-national company, a private bank and an accountancy firm. I’ve worked at Claritas since 2017.
I’ve been described as the one who ‘keeps the lights on’, dealing with all of the secretarial and administrative requirements in the office including client engagements, credit checks, invoicing and credit control, as well as facilities management, document processing and formatting.
I enjoy reading – anything from Andy McNab to Danielle Steele, listening to a wide range of music which, like reading, could be anything from Kings of Leon to Tamla Motown, I also enjoy spending time with my family.
I joined Claritas as a Graduate in September 2017 and I’m currently working towards my ACA and CTA. Prior to that, I graduated from Queen Mary, University of London with a First in Economics, before working in a trade finance house for almost two years, helping companies fund their orders.
I keep track of our clients’ corporation tax compliance and ensure Claritas are up to date with all their processes. I also get involved with a variety of projects ranging from M&A transactions and the restructuring of a company through to the valuation of their shares.
I’m a carer for my two elderly grandparents. I also enjoy getting lost in a foreign film or TV drama with them. Being brought up in a multicultural household, I really love to travel and to taste different cuisines from around the world. My family, friends and I always try to be amongst the first few people who trial a new restaurant which pops up in Birmingham city centre!
I am a specialist in U.K. Innovation Tax Reliefs and I joined Claritas, Manchester in December 2020. I am a qualified solicitor and I have spent 19 years in private practice in Legal 500 firms before deciding to change career in 2017 into corporate tax relief in 2017. In the last few years I have held senior technical and leadership positions at boutique tax consultancies specialising in Research & Development and the Patent Box tax relief.
I split my time between working with companies to claim innovation tax reliefs, working with Matt Hodgson to develop the R&D tax relief team in Manchester and working with Claritas on operational projects. I am passionate about business and I love working with clients.
I hardly sit down and have a very busy family life. I am married to a solicitor and have a son and a daughter who are both sporty and need ferrying about at weekends. I am a keen equestrian and own two horses; a passion that I share with my daughter. I confess that horses take up much of my time outside work (as well as money!).
I’m a chartered tax adviser with over 15 years experience working in tax. Previously I worked as an accountant before embarking on a career in tax advisory where I primarily provide tax advice to OMBs and smaller audit companies.
I particularly enjoy working with innovative people who operate in forward thinking businesses. This has led me to working with business owners to ensure they have considered if the work they undertake qualifies for innovation reliefs, which primarily covers R&D tax credits and patent box relief.
I also work with businesses to understand if employee share schemes are an appropriate tool to help stakeholders and employees achieve their ambitions. Whether they be targeted share schemes for key employees or all employee schemes, I’ve seen the benefits the implementation of these can bring to businesses and their staff.
I am a football fan and have a season ticket at Wolves who I watch with my dad and a few other friends. I also enjoy spending time in the kitchen cooking cakes, chutneys etc and also making homemade gins including quince and sloe.
I’m a Senior Business Development Manager with over 12 years of sales experience in professional services, predominately working for accountancy firms. I’ve worked for organisations ranging from owner managed to large corporates.
I’ve worked across multiple service lines covering many sector’s, helping firms grow organically and specialise in sales planning, lead generations, developing opportunities and winning new business.
My approach is consultative, I build strong working relationships to help identify where value can be added. Supporting accountancy firms with quality tax consultancy to extend the range of services they are able to offer is at the heart of what I do. Always looking to drive the business forward by executing strategic plans and coming up with new ideas!
I enjoy going out for meals with my partner. I’m a Birmingham City supporter and have held a season ticket since 2015. I enjoy spending time with my son and daughter (when they’re not taking chunks out of each other). I keep fit by getting down the gym, doing weights, boxing and can’t beat a good outdoor run!
I’m a Chartered Accountant and Chartered Tax Adviser with over 25 years’ experience in the tax profession. Having worked at Big Four and mid-tier firms in the past, I established Claritas in 2012 to provide big firm experience and expertise to mid-market privately owned and private equity backed businesses and their owners.
I love talking to clients about their businesses, solving problems and helping them take advantage of opportunities. Whilst tax should not drive commercial decision making, tax is at the heart of so many commercial projects, from where to locate a factory to whether to buy or sell a business, as well as how to incentivise staff. This gives us a fantastic opportunity to influence the way business works for the better and I love the intellectual challenge that brings. I’m never happier than when standing with a whiteboard demonstrating how something can be solved, but that may just be the result of having two teachers for parents!
I spend time with my wife and two children, James and Ffion, and with extended family and friends. Having spent far too many years leading a sedentary lifestyle, I’m now enjoying running along the country lanes of Worcestershire on a regular basis, which is probably the only sport I am coordinated enough to do! I have to accept that when it comes to sport, I’m better as a spectator and so I enjoy watching most sports but particularly football – we have a constant battle in my house between me, as a fan of Derby County and my son who is obsessed with Aston Villa, which is probably my reward for having become an adopted Brummie! I also enjoy watching motor racing and used to call myself a petrolhead but, as we now have two electric cars, it’s probably more accurate to call me a “volthead”. Finally, I enjoy travelling, eating out and the occasional pub quiz.
I’m a Tax Valuation Specialist with around 25 years’ experience (with a few breaks to travel – see below!). Prior to joining Claritas Birmingham in October 2018 I worked for a Big Four firm in Birmingham and Manchester, heading up their valuation practices. I started my career on the ‘other side’ at HMRC’s Shares and Assets Valuation before joining the world of professional services.
I work exclusively on tax valuation projects for clients which usually arise as a result of a transaction or restructure, or where valuations are required as part of a share incentive scheme. Key to my role is understanding my clients’ business in depth and what drives its value. I undertake valuations across a wide range of sectors, so I enjoy the in-depth research this requires.
I live in the Lake District and I often work remotely so that I can indulge my passion for walking in the hills, having hung up my climbing shoes a while ago. Over the years I’ve indulged my passion for travel by taking some time out from the corporate world, I’ve been very lucky to visit countries such as Pakistan and Libya. I also love cooking and I am obsessed with cookery programmes – though I’m not planning on applying for Bake Off or MasterChef anytime soon!
I started my career in Audit with a Big 4 (or Big 6, as it was back then!) Accounting Firm, training as an ACA. After qualifying, I moved into Tax and completed the CTA qualification. I have specialised in Transfer Pricing and what I like to call ‘Operational International Tax’ for the last 20 years. I am a Fellow of the ICAEW and an Associate Member of the CIOT.
I help businesses operating in more than one country to pay the right amount of tax in the right place. There are broadly two sides to this – working with you to design tax-efficient transfer pricing strategies; and preparing documentation to meet compliance obligations. Whether you are taking your first step into a new country, or are an established multinational, I can help you to manage your global tax cost in a compliant manner. My transfer pricing work naturally extends to defence in local tax authority audits, bilateral double taxation relief through tax treaties and value chain planning. More broadly, I can help you mitigate the risk of local taxation through permanent establishments or withholding taxes, so that your margins are not unexpectedly diluted by unforeseen tax costs.
Transfer pricing is a broad discipline and my range of clients and experience means that I always think about the interaction with wider domestic reliefs (e.g. R&D, patent box, etc.), as well as VAT, customs duties and income tax (global mobility). It’s also a very ‘applied’ discipline which therefore often requires a truly pragmatic approach. I am passionate about you, the client, being at the centre of everything I do.
I am ever so slightly obsessive about rowing and have competed in the British Indoor Rowing Championships a number of times. Along with the rest of the UK, I also got into road cycling during lockdown. I have three teenage children who keep me pretty busy too. My embarrassing (and often depressing!) fact is that I am lifelong supporter of Derby County.
I started my career in VAT as a VAT Inspector with HM Customs and Excise in London. From there I moved to VAT consultancy in practice where I held senior positions in ‘Group A’ firms. I am an Associate member of both the Chartered Institute of Taxation and the Association of Taxation Technicians.
I spend my time either problem solving for clients or identifying ways to stop the problems happening in the first place. This necessarily entails understanding what makes the business tick and how VAT fits into this. As VAT is such a broad and dynamic tax, most days of the week will also involve keeping up to date with case law and the many changes occurring since the UK left the EU, all of which I look to turn to our client’s advantage.
In my spare time I walk the family dog, listen to audio books and one day I will re-start learning to play my vintage saxophone, now that there are no more babies in the household to wake up! When travelling I play chess or backgammon against my computer. I enjoy speaking and reading French particularly when spending time at our holiday home near Cognac, France.
My background in VAT started with HM Customs and Excise (prior to its merger with the Inland Revenue) where I was a senior officer in VAT. Since then I have held senior positions in VAT within the major international accountancy firms of KPMG, PWC and EY, working in London, Birmingham and Warsaw. I am a Chartered Tax Adviser and a member of the VAT Practitioners Group, where I am secretary for the St Paul’s Chapter in the city of London.
I relish dealing with the many challenges that VAT presents to our clients, from multi-nationals to owner-managed SMEs. For dynamic businesses these challenges arise when evolving or fine-tuning the products they bring to market and the more innovative the product, the greater the opportunity to stand back and appraise the VAT profile to the client’s advantage.
In my spare time I like reading, cooking, going to Zumba and other dance/keep fit classes (I’m an original aerobics queen) and spending time at our house in south west France. I also like driving and over the years in addition to the obligatory family cars I’ve had a Triumph GT6, Triumph TR7, Saab Cabriolet, Audi A4 Cabriolet and currently I drive a Golf GTI and a Daihatsu Copen
I’m an Associate ACCA member, with over 27 years’ experience in Employment Tax, having previously worked for HMRC and in the Big Four firms.
I help clients to be compliant with the constantly evolving world of Employment Tax. This can range from providing ad-hoc advice (e.g. employee expenses, benefits in kind, Construction Industry Scheme, etc) to helping clients navigate themselves through HMRC Employer Compliance reviews. I take pride in working alongside clients to manage the process towards a favourable outcome, based on my experience. However, it’s not all about compliance. My involvement with clients also entails bringing them cost saving ideas, which are all above board from an HMRC perspective!
I try and stay fit as much as time allows. In particular, I enjoy running and ‘playing’ cricket for a bit of ‘me’ time! Most of the time is spent driving around my three ‘not so young’ children to their various sporting activities and watching them grow and succeed. I am also a big ‘Spurs’ fan!
Business Development Executive
Assistant Practice Manager
Senior Business Development Manager
Transfer Pricing Consultant
Payroll Taxes Consultant
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