Press centre

Partner, Private Client Tax Services

Toby has over 20 years’ experience advising private clients. His focus is on helping entrepreneurs and family businesses with success and succession. His practice also includes high-net-worth individuals, landed and urban estates, clients with residency and domicile issues. Toby is a member of the ICAEW and the CIOT.

For press comment or to arrange an interview, please get in touch with the press team.

Partner, Private client tax services

Chris’ client base mostly comprises executives, senior employees and partners, with a specific focus on the legal and financial services sector.

Along with dealing with annual tax compliance for these individuals, Chris provides proactive advice on income tax, capital gains tax and inheritance tax issues.

Chris also specialises in advising on UK residential property, particularly the relief from capital gains tax for the family home.

For press comment or to arrange an interview, please get in touch with the press team.

Partner, Business Tax

Jenny joined Evelyn Partners in 2019 having worked with Big 4 and mid-market firms for over 20 years in tax. She has advised a wide range of clients from UK start-ups through to global multinationals across all sectors.

She has spent time in industry covering maternity leave for UK head of tax for a multinational business so understands what is important to clients when working with advisers and always looks to deliver this to her clients.

For press comment or to arrange an interview, please get in touch with the press team

Partner

As a former environment manager who retrained in tax, Jayne has both operational experience and deep technical expertise in environmental taxes. Before joining Evelyn Partners in November 2022 Jayne worked for 18 years in the Big Four.  She brings a depth of understanding of how the environmental taxes apply in practice and adds real commercial value and insight.

Jayne has significant experience of managing high value, long running and complex HMRC enquiries and tax dispute resolution.

For press comment or to arrange an interview, please get in touch with the press team

Partner, VAT, Business Tax

Sunil has 13 years of advising clients across all sectors in relation to Indirect Tax matters particularly UK and EU VAT.

Sunil joined Evelyn Partners in early 2018 after previously working for 3 of the Big 4 accountancy firms and also managing the global VAT affairs of a FTSE 100 banking group.

For 6 years of his career, Sunil focussed on advising clients on VAT matters specifically relating to Mergers & Acquisitions.

For press comment or to arrange an interview, please get in touch with the press team

Justin has extensive experience in advising businesses on how to strategically claim and maximise Government incentives across the value chain, both UK focused and internationally.

Justin has experience in advising clients in Africa, ASPAC, Europe and the UK. Advising Tax Authorities on R&D tax legislation, implementation of legislation and the practical application of guidelines and interpretation notes for taxpayers.Advising clients on where to invest in order to utilise and maximise Government incentives.

For press comment or to arrange an interview, please get in touch with the press team

Dominic is the head of Tax Dispute Resolution at Evelyn Partners. He has over 30 years’ experience of contentious tax matters and specialises in helping individuals and businesses navigate complex issues with HMRC. Before moving into practice in 2007, Dominic spent 18 years with HMRC in a variety of investigation and tax compliance roles.

Dominic’s team also helps clients make voluntary disclosures to HMRC under various programmes such as the Contractual Disclosure Facility (COP9) and the Worldwide Disclosure Facility (WDF).

Dominic has also acted as an expert witness in a number of civil proceedings, including those relating to professional negligence claims against tax advisers.

For press comment or to arrange an interview, please get in touch with the press team

Martin leads Evelyn Partners’ specialist capital allowances services, part of the 30+ strong R&D and Incentives team.

He has over 18 years of experience, build within the big 4 practices, advising clients across various sectors, on optimising their capital allowances tax reliefs - through a mixture of utilising deep technical analysis, the latest technology, process improvements and agreements with HMRC.

As a chartered tax advisor (CTA), with a background in Quantity Surveying, Martin has a specialist mix of property and tax expertise to fully understand all aspects of his client’s property developments and transactions and help them optimise the reliefs available and mitigate their commercial risks.

For press comment or to arrange an interview, please get in touch with the press team

Colette joined us in 2022, from a Global Real Estate consultancy, and leads our Business Rates Tax service.

She is a Member of the Royal Institution of Chartered Surveyors and has 13 years’ experience advising on business rates tax. She has an extensive track record in acting for large FTSE 100 corporates, SMEs and owner managed businesses. Her experience covers a wide range of sectors including Logistics & Industrial, Manufacturing and technology, Construction, Professional Services, Healthcare, Education, Retail, Leisure and Hospitality. She can utilise all business rates rental valuation methods to advise on a wide range of business rates tax assessments. Optimising savings via challenging assessments, advising on empty rates and making appropriate relief applications.

As a Chartered Surveyor Colette as an in-depth knowledge of the real estate investment and occupational market and is well placed to advise on business rates tax assessments. Colette positively implements strategic valuation advice to negotiate and secure best client outcomes.

For press comment or to arrange an interview, please get in touch with the press team

Toby has over 20 years’ experience advising private clients. His focus is on helping entrepreneurs and family businesses with success and succession. His practice also includes high-net-worth individuals, landed and urban estates, clients with residency and domicile issues. Toby is a member of the ICAEW and the CIOT.

For press comment or to arrange an interview, please get in touch with the press team

Partner, Advisory Consulting

Claire built upon Big Four restructuring and advisory experience with ten years in industry, successfully leading turnaround and transformation programmes and supporting high growth and working capital constrained businesses. With a breadth of Board level and corporate finance experience and a proven track record for operational and strategic delivery, Claire works intelligently and creatively to drive both short term performance improvement and real change over the medium to long-term.

This industry experience provides Claire with commercial acumen and a deep understanding of the challenges businesses face, and importantly, how to alleviate them. Claire has worked across business sizes and sectors with specialisms in energy, renewables, professional services, manufacturing and technology.

For press comment or to arrange an interview, please get in touch with the press team

Alistair works with a range of businesses from small start-ups to large privately owned or publicly listed complex businesses. He also regularly works with businesses carrying out transactions or as they prepare for an exit/IPO. Alistair can introduce you to and then oversee the provision of services from other specialist tax advisors within our firm, to the extent required.

Alistair joined Evelyn Partners (formerly Smith & Williamson) in 2017 from EY, having worked in their mid-market team for 10 years. Prior to EY, Alistair worked for PWC, again in their mid-market tax team.

For press comment or to arrange an interview, please get in touch with the press team

Mark leads our cyber security practice. He advises clients on all aspects of information and cyber security risk including; strategic improvement and optimisation, regulatory change, mergers, acquisitions and integrations, incident investigation, response, and recovery.

Mark has extensive knowledge and experience of developing and implementing regulatory change and compliance programmes, as well as handling regulatory issues (NIS, GDPR, DPA, etc.)

For press comment or to arrange an interview, please get in touch with the press team

Helen is an accountancy business services specialist with over 20 years' experience helping high growth businesses and entrepreneurs to achieve their financial and business ambitions. She heads up the Business Outsourcing Services division in the Bristol office and leads the local Evelyn Partners Tech sector initiative team.

Skilled in accounting related outsourcing compliance and advisory, Helen is a specialist advisor to tech businesses across multiple verticals; including: fintech, cyber security, agencies, medtech, AI, animatronics, SAAS, mixed reality, realtech, gaming, product development and experience tech. She also supports many UK companies managed from outside the UK.

Helen has particular expertise with cloud accounting, accounting for VAT and Making Tax Digital for VAT and describes herself as a ‘cloud technology enthusiast’ who is passionate about the accounting efficiencies and strategic agility open to businesses through automation.

For press comment or to arrange an interview, please get in touch with the press team

Stuart focusses on family-owned and entrepreneurial businesses, supporting them through the process of raising finance or selling their business.

Prior to joining the corporate finance team, Stuart worked in an assurance and advisory role, which included supporting a number of clients in both the UK and overseas in acquisition transactions and IPOs. Stuart has also worked as the group financial controller of a Lloyds of London insurance group and as the acting group financial controller of a Middle Eastern-based hotel group. Stuart has a BSc in Mathematics from Imperial College.

For press comment or to arrange an interview, please get in touch with the press team

A Workplace and Fintech Solutions specialist with over 40 years’ experience advising employers and trustees on: benefit design, implementation, administration, funding, investment and communication, and pension scheme members on: investments and retirement options, as well as acting as professional trustee to DB, DC, and death in service schemes.

Passionate about creating ways to improve the financial knowledge and financial security of as many individuals as possible.

For press comment or to arrange an interview, please get in touch with the press team

Katie is a tax director in our Professional Practices Group specialising in the taxation of international law firms at both the entity and partner level. Before joining the firm, Katie worked at a Big 4 firm for 8 years advising the largest international professional services firms on their global tax profile.

Katie has extensive experience advising firms on their international structure, with a key focus on expansion into new jurisdictions. She regularly advises on partner remuneration arrangements and how to navigate complex partnership-specific anti avoidance legislation.

Her clients are primarily partnerships and partners in professions including solicitors, patent and trademark attorneys, architects and FCA-regulated businesses.

For press comment or to arrange an interview, please get in touch with the press team