Expertise
- Management Accounts
- R&D Tax Credits
- company Accounts
- Tax Return
- taxation and VAT
- Investigtions
- Tax & Vat Returns
- Tax adviser
- Tax Allowances
Summary
I'm a fellow member of the association of Chartered Certified Accountants which is one the reputable qualifications awarded to Chartered professionals in the U.K.
Having worked with hundreds of clients over the years, I have a good understanding of accounting systems to encourage professional growth and ensure compliance. I advise clients through complex tax transactions and help them optimise their tax positions. I also work with my clients to improve accounting systems and make use of various tools like API integrations etc..
Accounting and tax is complex by nature but where possible, I try to simplify things for my clients so that it is easy to understand and it helps to build long lasting professional relationships. My clients frequently say that I use simple language to answer questions and this is something that I am proud of.
I have been investing myself for well over ten years and have a strong understanding of private/listed US and UK equity/bond(tax-free gilts) markets including tax treaties applicable to such portfolios and how to get tax efficiencies in the process. Our bespoke tools and workflows can track complex offshore portfolios managed by US brokers required for UK HMRC reporting.
I am always up for a chat regarding stocks/general investing (not an IFA), boxing, weightlifting, tax savings, chess and algo trading (my newfound hobby) :)
TaxQube is a London based independent advisory firm mainly focused on tax and management based services. We work closely with a variety of industries to help streamline operations, increase efficiency and identify tax saving opportunities. Majority of our advisers have industry experience which means we go beyond compliance to support our clients.
Experience
-
TaxQube Chartered Accountants R&D Tax Advisers
Partner
6 - 20 Employees 2018 - Current
o Preparing R&D reports, client meetings and submission. Dealing with tax related client queries and project work. Overall technical support to the team, project management and problem solving.
o Bespoke tax planning strategies involving international assets and businesses. Dealing with investment schemes SEIS, EIS and EMI
o Dealing with HMRC investigations including Cop 9. Share restructuring, share buybacks, holding company, SPV.
o Exit Tax planning, Succession Planning. Inheritance tax and Capital gains tax planning.
o International Tax planning, offshore business units, remittance planning to the UK. Tax related problems when buying and selling businesses, strategies to improve tax efficiency.
o Property Tax Planning. Non-resident property disposals. Private school fee planning.
Qualifications
ACCA
