What do you do?

I support Start-Up & Scale-Up tech companies, and their founders & wider teams, find solutions to some of the problems that keep them up at night! I work with these groups to understand the issues that they are encountering and designing eloquent solutions that meet objectives. This includes designing staff equity / share option plans including HMRC approved plans like EMI, CSOP as well as others including Growth Shares, supporting on tax structuring, tax diligence and fundraising, including access to venture capital relief schemes like SEIS, EIS and VCT. My aim is to give peace of mind, and to ensure that when it comes to aa diligence/exit conversation, that the tax affairs of the company are in good order!

Why do you do it?

Because I enjoy it! It holds my interest, it makes me want to learn more, it gets me out of bed in the morning!? I like listening, being involved, and understanding why a problem is a problem – then working out an eloquent solution! CP is s super fit for me, and the values align well with my personal life too! I can’t say that I love a spreadsheet!

What kind of projects have you been involved in?

Supporting clients through an exit process, so helping them maximise value of what they have created in a sale situation! Designing & implementing staff option and/or equity plans – so that if the company succeeds, everyone benefits from a slice of the action! Utilising HMRC approved fundraising & share option schemes to help companies grow, raise £, hire key staff, and ultimately succeed!

What’s on top of your bucket list?

Run a 80 min half marathon (the plan is October 2022). Visit the Galapagos Islands. Be a “patron” at the US Masters.