Background
Background

What sets David apart?

David is an expert in business taxation working with corporate clients of various sizes and their owners.

After spending an initial few years obtaining a grounding in personal taxation, David is well positioned to provide holistic advice to business owners.  

David utilities his strong analytical ability to break down complex tax issues and communicate them clearly and concisely to clients. He enjoys being able to assist clients achieve their objectives tax efficiently, including maximising available tax reliefs and incentives. 

He works in collaboration with other advisors within and outside Bishop Fleming to ensure his clients receive additional specialist advice as and when appropriate. This ensures a joined up commercial approach can be taken when delivering advice.

David's service expertise

  • Advising UK clients on their exposure to overseas taxes when expanding internationally and overseas clients on their exposure to UK taxes when investing in the UK. Assistance with meeting UK reporting requirements
  • Working with clients to effectively communicate their projects to HM Revenue and Customs and maximise the tax savings and repayments available
  • Advising on the availability and benefits of the patent box regime to maximise the tax savings on investment in innovation
  • Advising on minimising corporation tax liabilities
  • Advising on corporate reorganisations, structuring effectively to minimise tax liabilities
  • Implementing and advising clients on employee share schemes and their ongoing compliance requirements. Understanding what clients desire from the scheme and advising the most appropriate route
  • Providing advice on other employment taxes including reviewing the employment status of an individual

David is a specialist in EMI Share Schemes.

David has expertise regarding Equity Incentives.

David's sector expertise

  • Working with clients to maximise tax allowances available on renovations and refurbishments of their premises or build projects
  • Advising clients on the valuable innovation reliefs available
  • Advising clients on the valuable innovation reliefs available

Related insights

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