What do you do?

I support companies and their founders, providing tax advice surrounding incentivising their staff and securing external investment. This includes advising companies on share incentive plans, designing and implementing schemes and assisting with their ongoing management. I also advise companies on venture capital reliefs (SEIS, EIS, and VCT), guiding them through the qualification process so that they can get the much-needed investment to propel their businesses forward.

Why do you do it?

I love problem solving. A career in tax was never what I had planned when I left school, or when I left university with a science degree. Being able to work with so many exciting and innovative companies makes the job interesting, helping them solve the problems that they face each day as early-stage businesses. Being a spreadsheet geek also helps… I love the culture at CP and the wide range of clients that I get to work with, no two days are the same.

What kind of projects have you been involved with?

I specialise in advising companies on share scheme implementation, company valuations, and venture capital reliefs. I have helped clients set up EMI and CSOP schemes, valuing their businesses for agreement with HMRC and delivering sessions for their staff. I have also been involved in solving complex problems surrounding EIS qualification and reviewing legal documentation to ensure that companies retain qualification.

What’s on the top of your bucket list?

I’d love to buy an old, beat-up Porsche 911 and restore it myself, before taking it on a road trip through Europe – I’d love to drive the Stelvio Pass one day. Retiring abroad is definitely on the bucket list, somewhere in Italy would be ideal. I may need to up my Duolingo game though…