Specialisms
t: 01494 683740
As a tax all-rounder, Jim’s experience spans a wide range of areas including personal tax returns, CGT returns, IHT calculations, pension tax, trusts/estates, partnerships, P11Ds, HMRC disclosures / enquiries, company clearances and tax advisory.
Working predominantly with private clients, Jim assists individuals, families, and owner-managed businesses in meeting their personal tax obligations and managing their tax affairs.
Jim is CTA qualified and has previously completed the ATT qualification, as well as holding a university qualification in International Relations (Politics) and Economics.
In his professional career, Jim began within the consultancy world where he was assigned to review and improve a NHS hospital in London. Subsequently, driven by his consulting skills and client-oriented passion, he chose to pursue a career in tax. Initially focusing on the compliance side, this has quickly expanded to an advisory role, where Jim brings a breadth of experience and understanding to help clients in areas such as wealth / estate management, inheritance tax and residency issues.