What do you do?
I save clients cash by maximising the tax relief available on their fixed asset spend. So for example, if a client buys or builds a property I will review the information to maximise the overall claim and then focus on accelerating that claim to reduce the tax at the earliest possible point. This is especially important where rates of tax are reducing and it can lead to a permanent cash saving.
Why do you do it?
Having trained as a Chartered Tax Adviser at a Big 4 firm I started a 12 month secondment in their Capital Allowances team in 2001. I enjoyed it so much I carried on doing it! I gained real practical construction experience in a quantity surveying firm whilst leading their national Capital Allowances team for 12 years. Finally, wanting to get a better work-life balance and to refocus on delivering great Capital Allowances results I moved to Cooper Parry in 2015 and haven’t looked back since.
What kind of projects have you been involved in?
I have worked on a full range of property types and client sizes, ranging from start-ups all the way through to established PLC’s. The properties have included hospitals, prisons, student accommodation, surgeries, offices, logistics, industrial and retail sites. Over the past 17 years, I have worked with clients on projects with more than £10bn of expenditure and delivered more than £4.5bn of tax relief over that time.
What’s on top of your bucket list?
Being a rugby supporter I would love to be in the stadium to see England lift the World Cup again but, failing that, following a successful Lions tour in New Zealand has to come a close second!
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