What sets Jon apart?

What sets Jon apart?

Jon advises limited companies, owner-managed businesses and their owners and charities on direct tax matters

He likes to build long-term relationships with his clients helping to align tax advice with commercial and personal objectives.  Jon is well known for providing clear and succinct practical advice to his clients in order to help them optimise their overall tax position.

He has worked with a wide range of types and sizes of business at different stages of their lifecycle and is able to use his experiences to help clients achieve their commercial objectives in a tax efficient manner.

Jon is passionate about charities and not for profit organisations and is the firm’s lead on direct tax matters for the sector.  He has worked with a wide range of charities, not for profit organisations and social enterprises helping them to minimise their tax exposure and maximise their social benefit.

His commitment to the not for profit sector extends to volunteering; he is currently Chairman of Devon Cricket Board Limited, which leads on the development of grassroots cricket in the county.

Jon's service expertise

  • Advising Small and Medium Sized Enterprises and Large Corporates on eligibility for Research & Development Tax Credits and working with them to maximise the relief available from their innovation
  • Advising on minimising corporation tax liabilities and structuring complex reorganisations
  • Advising on tax implications of acquisitions and disposals working closely with colleagues from the corporate finance team

Jon's sector expertise

  • Working with charities on tax efficient structures, maximising Gift Aid, mitigating tax arising from non-primary purpose trading including property development and non-qualifying investments
  • Advising other not for profit organisations such as members clubs and mutual traders on their tax status
  • Advising the education sector on corporation tax matters arising from non-primary purpose trading
  • Advising on key employment tax matters such as employment status and impact of IR35
  • Advising a range of manufacturing businesses on tax matters ranging from maximising capital allowances on commercial buildings; Research & Development Tax Credits; overseas trading; cash extraction for owner-managers; and tax efficient employee remuneration including share option schemes
  • Advising technology businesses on tax reliefs and opportunities including Research & Development Tax Credits and Patent Box

Jon's sector expertise

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