UK Personal Tax Adviser | Self-Assessment | Capital Gains Tax | Childcare funding | Tax residence advice

I am a self-employed specialist UK personal tax adviser - if you have a complicated personal tax situation, particularly involving tax residence, foreign income, property income, childcare funding or capital gains, I am exactly the type of adviser you are looking for.

[30 June 2026 update] - recent examples of tax matters I have helped clients with:

  • Helping clients maximise pension tax relief by ensuring they claim any additional Income Tax relief available on workplace and private pension contributions and explaining how their pension tax relief is being applied.

  • Capital Gains Tax advice and compliance for grants of lease extensions for premiums, sales of freehold properties and the sale of main residences - including preparing 60-day CGT Returns, where required, and ensuring all available tax reliefs are claimed.

  • Supporting internationally mobile individuals with their 2025/26 Self Assessment Tax Returns, including claims under the new Foreign Income and Gains (FIG) regime and Overseas Workday Relief (OWR).

  • UK residence and tax advice for expatriates, helping individuals working full-time in the Middle East, and other low tax jurisdictions, determine their UK tax residence status under the Statutory Residence Test (SRT), including split-year treatment, and preparing their Self-Assessment Tax Returns for trailing UK sources of income.

  • Tax-efficient income and pension planning to help families retain valuable benefits such as Tax-Free Childcare and Free Childcare for Working Parents, through careful Adjusted Net Income (ANI) calculations and pension contribution/Gift Aid donation planning.

I have over 21 years’ experience working with individuals and their UK personal tax affairs, helping clients understand and manage their income tax, Self-Assessment and Capital Gains Tax obligations. I am a member of the Association of Taxation Technicians (ATT).

A personal service from start to finish. As an independent self-employed personal tax adviser, I personally handle every aspect of your work. I don't outsource, offshore, subcontract or rely on automated solutions, so you'll always deal directly with me and benefit from consistent, experienced advice. If you've received a letter from HMRC or have been asked to complete a Self-Assessmenttax return for the first time, please get in touch. I'll be happy to discuss your circumstances and explain what you need to consider.

If your requirements fall outside my area of expertise — for example, UK corporation tax, bookkeeping, VAT, US tax, or trust and estate matters — I can introduce you to trusted specialists from my extensive professional network. This includes fellow independent self-employed personal tax advisers, boutique accountancy and tax firms, or former colleagues within the Big Four professional services firms - allowing you to access the right expertise while you remain free to choose the adviser that's best for you.