UK
Ireland
Dan specialises in all aspects of private client tax with an emphasis on Business Owners, Entrepreneurs and HNW individuals.
Areas of specialism include sell side Transactions tax advice and internal reorganisations such as Management Buy Outs and subsequent assistance with the holding of investments involving Family Investment Companies and intergenerational wealth planning / succession planning and IHT mitigation strategies.
Experience
Dan has over 20 years of experience in personal tax and works closely with entrepreneurs and business owners to deliver bespoke tax planning strategies from both a personal and business perspective.
Notable client work and achievements
Dan was a key sell-side tax adviser on the disposal of multiple private businesses with typical Enterprise Values ranging between £10m - £100m in recent years involving complex sell-side structuring for the shareholders.
Dan has also led the delivery of numerous Management Buy Out projects leveraging his knowledge and expertise to deliver capital gains tax treatment on the sales proceeds for the exiting shareholders.
Professional qualifications/memberships
Member of the Chartered Institute of Taxation (CIOT)
Article
Correcting crypto mistakes and learning for the future
Scrutiny of crypto investments is increasing, and undeclared gains are unlikely to stay hidden for long. Individuals have a short window in which to put things right with HMRC, and an opportunity to prepare for the future.
