I trained at KPMG. I made partner at Crowe. In 2012, I left to focus exclusively on the work I do best - complex innovation tax advisory and HMRC dispute resolution.

I don't run a team. I don't delegate to juniors. When you instruct IP Tax Solutions, you work with me directly, start to finish. That's the model, and it's deliberate.

What I'm Known For

Defending R&D claims that others can't. I've successfully defended claims worth hundreds of thousands of pounds against HMRC challenge - including cases where fraud was alleged. Both accepted without amendment. I've taken cases to the
brink of tribunal and had them resolved in the client's favour.

Unpicking complex SEIS/EIS structures. Connected persons issues, financial health failures, rejected advance assurance, multi-round funding complications. The cases where standard advice has run out.

Patent Box optimisation. Multi-stream computations, group IP structures, and HMRC challenges to existing claims.

Being the specialist other professionals rely on. Accountants, lawyers, and corporate finance advisors refer complex innovation tax cases to me because I handle the technical work they can't resource in-house - and their client stays
their client.

Background

• LLB (Law degree)
• Fellow of the ICAEW (FCA) since 2000
• KPMG - Corporate tax advisory - to Senior Manager
• Crowe - Tax partner
• IP Tax Solutions - Founded 2013, specialist innovation tax advisory

I operate from M-SPARC, Menai Science Park and work with clients and their advisors across the UK.

My Approach

I take complex cases. If a claim is straightforward, your existing advisor can handle it. I get involved when it isn't - when HMRC is challenging, when the structure is unusual, or when the stakes are too high for generalist advice.

I'm direct. If your position is defensible, I'll tell you and I'll fight for it. If it isn't, I'll tell you that too and help you find the best outcome. I don't pad timesheets with ambiguity.

I work with your advisors, not against them. Most of my work comes through referrals from other professionals. I handle the specialist issue and step away when it's resolved. I'm not interested in taking over your client relationship.

Email: info@iptaxsolutions.co.uk
Phone: 0161 961 0096

Professional Standards

IP Tax Solutions is regulated by the Institute of Chartered Accountants in England & Wales (ICAEW), ensuring your business is in safe, experienced and professionally accountable hands.

We are regulated by the Institute of Chartered Accountants in England & Wales (ICAEW).