TaxAction Consultants - Your Expert Team.

 

TaxAction understands that clients need expert advice from experienced specialists. When you use TaxAction to solve a tax problem or to call the Helpline you will always be referred to the right specialist for the job.

 

We have a team of tax giants on board so you and your clients get the best advice every time.
Just click on their names to get more details of their areas of expertise.

 

Please click here for our Client Agreement

 


Andrew Gotch introduces TaxAction on TaxTV.

In this interview Andrew discusses TaxAction and what you can expect from your new tax consultancy service.

  • TaxAction's Iris Wuenschmann-Lyall and Chris Erwood have recently been awarded the prestigious ......................... STEP Boutique Firm of the Year Award.

Your Company Tax, Reconstruction, M&A, R&D, SDLT, and NIC Experts:

Andrew Gotch BA MA CTA (Fellow)

Andrew Gotch Photo
Andrew specialises in direct taxes, NIC issues and company reorganisations. He has considerable experience in dealing with difficult HMRC problems and has successfully represented clients in the tax tribunal. Many will know Andrew and his ability to grasp and dissect tax problems from his high profile on the professional lecture circuit. He also has the benefit of having been a senior officer in HMRC.

Nicola Moore BA ACA CTA
Nicola Moore Photo
Nicola offers expert advice in many areas of tax including family companies and the individuals who own and work in them, company re-constructions, acquisitions and mergers, tax efficient structuring and incorporation. She is a highly knowledgeable Chartered Tax Adviser and Chartered Accountant with many years' experience and is able to advise both large and small clients.
Pete Miller CTA (Fellow)
Pete Miller Photo
Pete is a former HMRC Inspector having held posts in Policy Division and Technical Division. He offers advice in all areas of Corporation Tax and specialises in reorganisations and reconstructions, the taxation of M&A transactions and intangible assets. Pete is an experienced speaker and co-author of Taxation of Company Reorganisations and contributes to many journals and technical magazines.
Ros Martin BSc PhD CTA
Ros Martin Photo
Ros qualified as a fully trained Inspector of Taxes and worked in HMRC's Large Business Office. She has been in the private sector for many years providing specialist advice to clients on all planning aspects of direct tax and SDLT and focusing on providing practical solutions. She also has extensive experience of handling HMRC disputes and matters that have gone to the tax tribunal.
John Kingsley LLB (Hons) CTA
John Kingsley
John is a Chartered Tax Adviser with a legal background and more than 20 years' hands-on experience in the fields of owner-managed company taxation and corporate transactions. Whilst working as a tax specialist within the Accountancy profession, John applied his legal skills and training to provide expert advice on the full spectrum of direct tax issues affecting owner-managed companies, their shareholders and directors. John is also well used to supporting other professionals operating in the OMB space and he always seeks to understand the commercial drivers, demystify complex topics and avoid tax jargon.
David O'Keeffe FCA CTA
David O Keeffe
David is a former Big-4 tax partner who provides specialist advice on the taxation of innovation, advising companies and other advisers on innovation incentives such as R&D tax relief, Patent Box and Creative Industry Reliefs. He has been involved with the UK's R&D relief regimes since the initial consultations on the introduction of the SME relief. In that time, he has developed an enviable level of knowledge of R&D relief both from a technical and a practical perspective.


Your Employee Share Ownership and Employee Rewards Expert:
David Craddock BA MA (Oxon)
David Craddock Photo
David is a recognised leading authority on employee share ownership and reward management having authored The Tolley Guide to Employee Share Schemes and The Croner Reward A to Z Essentials of Pay and Benefits. He advises major PLCs with international considerations as well as smaller clients and is able to advise on all planning and compliance issues relating to these complex matters.




Your IHT, CGT, Trusts and Personal Tax Experts:
Iris Wuenschmann-Lyall MA (Cantab) TEP
Iris-Wuenschmann-Lyall Photo
Iris is a solicitor with extensive private client experience in trusts and estates. She advises on all trust tax and estate planning matters, whether onshore or offshore, from the simple to the highly complex with a particular emphasis on assisting high net-worth individuals. She is a contributing author to Bloomsbury Inheritance Tax, Capital Gains Tax, and Trust and Estates Annuals and Tax Planning. She contributes to Revenue Law, also published by Bloomsbury. Iris lectures on wills and probate matters, and is one of the lecturers on the STEP Diploma course. She sits on the Practice Committee for the Society of Trust and Estate Practitioners.
Anne Sanders CTA
Anne Sanders Photo
Anne brings the benefit of many years' experience both in HMRC and private practice. She has worked in top accountancy firms and offers her extensive practical experience in individual and company taxation matters including CGT. Anne also has expertise in the 'not for profit' sector and brings an enthusiastic approach to giving pro-active advice to clients both large and small.
Chris Erwood CTA ATT TEP
Chris Erwood Photo
Chris is a very experienced practitioner having had the benefit of an HMRC, Big 4 and FTSE 100 industry background. She specialises in IHT, Estate (both on shore and off shore) and Trust tax issues for high net-worth individuals. She is a published technical author and experienced lecturer with over 30 years' practical experience.
Sangeeta Johnson LLB (Hons), CTA, TEP
Sangeeta Johnson Photo
Sangeeta is a Chartered Tax Adviser and Trust & Estate Practitioner with over 20 years of experience gained from working for several Top 10 accountancy firms. She specialises in advising private clients and trusts on inheritance tax, capital gains tax and income tax issues, ranging from simple compliance matters to technical tax planning solutions. Sangeeta also writes specialist IHT, trust and estate exam papers for two professional bodies


Your VAT Experts:
John Brown CBE MA FCA CTA FRGS
John Brown Photo
John's experience of VAT is almost as widespread as VAT itself. He advises on all aspects of VAT including domestic and international matters and sits as Judge of the First Tier Tribunal for VAT and Duties cases. John has been involved in many notable VAT victories including the famous 'Jaffa Cakes' case and is available with his enthusiastic advice on all VAT matters.
Malcolm Nichols CTA
Malcolm Nichols Photo
Malcolm spent many years with HM Customs & Excise including cargo clearance at Heathrow Airport and Inland Excise before specialising in VAT. He left Customs in 1990 to work in private practice. Malcolm has contributed sections to an on line reference manual, hosted seminars on various VAT issues and provided articles for publication. Malcolm has advised owner managed businesses on a wide range of issues such as construction industry VAT treatment and recovery, partial exemption for property developers and the VAT margin schemes including tour operators. He successfully represented clients at VAT Tribunals, reducing penalties and challenging HMRC over VAT assessments leading to their being withdrawn.
 
   



Your International Tax Experts:

Neil Simpson MA FCA

 

Neil Simpson Photo
Neil has over 25 years' experience advising companies and individuals on diverse international tax matters. He provides practical solutions and effective solutions for overseas and cross-border business tax solutions including transfer pricing, thin capitalisation, double tax treaty planning and advising on residence and domicile issues for residents and tax planning opportunities for ex-pats coming to or leaving the UK.
Gill Salmons MA (Oxon) CTA ATT
Gill Salmons
Gill is a Chartered Tax Adviser with over 20 years of experience of working with globally mobile employees, having worked with two of the Big 4 professional services firms and a large mid-tier provider. She has given technical presentations to the Chartered Institute of Taxation and co-authored articles in the professional press, as well as contributed to an online tax guide for practitioners. Gill is experienced at advising employers and their employees about cross-border issues including PAYE, National Insurance, double tax treaty matters, available claims and issues surrounding residence and domicile. She always aims to explain complex matters as clearly and simply as possible to her clients.



Your Capital Allowances and Valuations Experts:
Chris Doyle

 

Chris Doyle Photo
Chris is an industry recognised expert in Capital Allowances, who is both a Chartered Surveyor and Chartered Tax Adviser. He has over 25 years experience in all aspects of capital allowances consulting and has previously held senior positions in the Real Estate Tax Groups at PwC and Deloitte. Chris regularly advises clients ranging from individuals through to major multi-national companies on obtaining greatest benefit from capital allowances.
   



Your Employment Status, CIS and IR35 Expert:
Kye Burchmore
Nicola Smith Photo
Kye specializes in advising in areas including IR35, Agency legislation, employment status, CIS, umbrella companies and the MSC legislation. He has extensive experience in these fields, from general compliance advice to advising and defending companies in respect of HMRC challenges.

   



Dave Smith LL.B CTA (Fellow)
Dave Smith Photo
Dave is TaxAction's Operations and Marketing Director and is the founder and former owner of Accountax. His role is business development and client and consultant liaison. His tax background includes having successfully represented many clients in the tax and social security tribunals, authored Tolley's IR35 Defence Strategies and he was a member of the Arctic Systems legal team.