FC Tax Advisory Team - PKF Francis Clark
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Tax Advisory Services

Our specialist teams advise on the following key areas of taxation.
Please select the relevant area to see more information on the staff involved.

CORPORATE TRANSACTIONS & RESTRUCTURING

We work as part of the corporate finance team, advising on the complex tax aspects of buying or selling companies and businesses. We advise clients on succession planning for their company, corporate group restructurings such as
demergers, business incorporations and shareholder changes.

We also advise on the recent changes to loss relief and interest restrictions, transfer pricing and cross border operations.

INTERNATIONAL

We provide joined-up tax advice across the countries in which our clients operate. With our PKF colleagues around the world, we can identify the best operating structure, advise on cross-border funding and investment, and help access valuable local tax reliefs.

Our specialist teams also advise on the sales tax and customs duty issues arising from international flows of goods and services, provide tax support to employees
relocating to another country and advise internationally- mobile individuals on residency and domicile issues.

EMPLOYER SOLUTIONS

We help employers comply with payroll (UK and international), global mobility, benefits reporting, national minimum wage and CIS reporting. We design share-based employee incentives and tax efficient remuneration including salary sacrifice, employee ownership trusts EOT), long term incentive plans (LTIP) and employee benefit trusts (EBT) alongside specialist tax share valuations to support such schemes.

We also have specialists in off-payroll workers including employment status, agencies and IR35 rules for personal service companies.

FAMILY WEALTH

We work with families that have complex business and private interests who are looking at tax efficient structures particularly, but not exclusively, for succession and inheritance tax purposes. This includes trusts, beneficiaries outside the business, partnerships and limited companies.

To achieve this, our team of experts work closely with our family business and private client teams to provide specialist advice to high net worth individuals and estates.

PROPERTY

Property tax issues impact on a wide range of businesses. As a team, we advise on all property taxes including capital gains tax, income tax, inheritance tax, stamp duty land tax (SDLT), VAT, annual tax on enveloped dwellings (ATED). Common planning opportunities for clients include maximising capital allowances, cross border property ownership and the incorporation of property portfolios.

Innovation

We specialise in advising and guiding fast growth businesses through various tax issues. Our main focus is providing research & development (R&D) tax credit and patent box services. However, we also undertake extensive work for tax favoured fundraising (SEIS/EIS) and work closely with our colleagues specialising in share schemes, corporate reconstructions involving intellectual property, international expansion and the sale of the business.

Investigations

We are a team of ex-HMRC inspectors and chartered tax advisers who can advise on how best to handle an enquiry from HMRC. We can help with all levels of enquiry, from COP 8 and 9 cases of deliberate or fraudulent conduct, VAT investigations, how to respond to requests for information through to documents for a local compliance investigation.

CORPORATE TRANSACTIONS & RESTRUCTURING

We work as part of the corporate finance team, advising on the complex tax aspects of buying or selling companies and businesses. We advise clients with succession planning for their company, corporate group restructurings such as demergers, business incorporations and shareholder changes. We also advise on the recent changes to loss relief and interest restrictions, transfer pricing and cross border operations. View more information about corporate transactions and restructuring here.

Damian Lannon - Tax Adviser

Damian Lannon

Tax Partner
  • Company and business sales and purchases – shareholder and corporate tax issues, due diligence
  • Corporate reconstructions – shareholder and corporate tax issues
  • Complex UK corporation tax planning and enquiry work
Adam Kefford - Tax Adviser

Adam Kefford

Tax Partner
  • Complex UK corporation tax matters
  • Corporate transactions and assisting with deal structuring, buy-side tax due diligence and tax planning for shareholders on a future exit
  • Restructuring of existing corporate ownership structures as a means to meeting client objectives
Chris Rodgers - Tax Adviser

Chris Rodgers

Tax Senior Manager
  • Complex corporation tax planning for large UK and international groups
  • Advising and project managing corporate restructuring projects, including demergers and other complex transactions
  • Tax advice relating to mergers and acquisitions, covering due diligence, deal structuring and financing aspects
Richard Tyler - Tax Adviser

Richard Tyler

Tax Senior Manager
  • Advising on the availability of R&D tax credits across all industry sectors
  • All aspects of UK corporation tax including complex group issues
  • Advising on tax efficient corporate re-organisations including demergers, group re-organisations and succession planning
Kate Culley - Tax Adviser

Kate Culley

Tax Senior Manager
  • Supporting entrepreneurs with corporate and business taxes, including restructuring transactions such as management buy-outs, demergers and family succession
  • Tax advantage equity fundraising
  • Taxation of capital transactions such as selling businesses and shares and the reliefs available including entrepreneurs’ relief
Becky Hayes - Tax Adviser

Becky Hayes

Indirect Tax Director
  • Financial services including corporate finance due diligence and restructuring
  • VAT treatment of deal costs and VAT recovery
  • SDLT, business rates, insurance premium tax and the green taxes

Email [email protected] to talk to our experts.
Alternatively, send us a message using our form below.

INTERNATIONAL

We provide joined-up tax advice across the countries our clients operate in. With our PKF colleagues around the world, we can identify the best operating structure, advise on cross-border funding and investment, and help access valuable local tax reliefs. Our specialist teams also advise on the sales tax and customs duty issues arising from international flows of goods and services, provide tax support to employees relocating to another country and advise internationally mobile individuals on residency and domicile issues. View more information about our international tax advisory service here.

Adam Kefford - Tax Adviser

ADAM KEFFORD

Tax Partner
  • Corporate tax issues, advising UK businesses expanding and transacting cross-border, including permanent establishment risk, withholding tax costs and available double tax relief
  • Corporate tax issues facing UK member of international groups
Chris Rodgers - Tax Adviser

CHRIS RODGERS

Tax Senior Manager
  • UK tax advice for internationally active corporates, covering corporate residency, with holding tax and permanent establishment risks
  • Overseas projects, with support from PKF International colleagues, ensuring that foreign taxes are mitigated where possible and built into pricing models
  • Overseas tax structuring advice including tax-efficient profit repatriation and double tax management
Liam Dushynsky - Tax Adviser

LIAM DUSHYNSKY

Indirect Tax Partner
  • Indirect taxes, covering cross border transaction for both goods and services
  • VAT and customs duty planning in respect of international supply chains
  • Consultancy and implementation relating to customs procedures, including customs warehousing, inward processing relief and tariffs
Karen Bowen - Tax Adviser

KAREN BOWEN

Tax Partner
  • Planning for individuals leaving or coming to the UK and advice regarding the UK statutory residence test
  • Domicile reviews and non-UK domicile advice
  • Advice regarding the UK tax implications of offshore trusts including advice for trustees and UK resident beneficiaries

Email [email protected] to talk to our experts.
Alternatively, send us a message using our form below.

FAMILY WEALTH

We work with families that have complex business and private interests who are looking at tax efficient structures particularly, but not exclusively, for succession and inheritance tax purposes. This includes trusts, beneficiaries outside the business, partnerships and limited companies.

To achieve this, our team of experts work closely with our family business and private client teams to provide specialist advice to high net worth individuals and estates.

photo of john endacott

John Endacott

Tax Partner
  • Advising on business property relief entitlement for family businesses
  • Structuring family investment companies and family property businesses
  • Family business structuring
photo at antonia stokes

Antonia Stokes

Tax Senior Manager
  • Income tax, capital gains tax and inheritance tax advice for individuals, trusts and estates
  • Advising on residence and domicile issues, including statutory residence test and the rules related to non-domiciled individuals
  • Tax and succession planning for business owners
photo of anthony meehan

Anthony Meehan

Tax Senior Manager
  • UK and overseas trusts, including disabled persons trusts, non-domiciled and/or non- UK resident settlors and beneficiaries. STEP qualified
  • Wealth management advice and personal inheritance tax planning and reliefs
  • Capital gains tax advice and reporting, including entrepreneurs’ relief and main residence relief

Email [email protected] to talk to our experts.
Alternatively, send us a message using our form below.

PROPERTY

Property tax issues impact on a wide range of businesses. As a team, we advise on all property taxes including capital gains tax, income tax, inheritance tax, stamp duty land tax (SDLT), VAT, annual tax on enveloped dwellings (ATED). Common planning opportunities for clients include maximising capital allowances, cross border property ownership and the incorporation of property portfolios.

photo of nigel popplewell

Nigel Popplewell

Senior Tax Consultant
  • Stamp duty land tax (SDLT)
  • VAT and property
  • Tax disputes
Becky Hayes - Tax Adviser

Becky Hayes

Indirect Tax Director
  • VAT on property transactions including commercial and residential construction projects, transfers of going concerns and option to tax issues
  • SDLT implications on property transactions utilising available reliefs
  • Other indirect taxes including business rates, landfill tax and aggregates levy
photo of simon anslow

Simon Anslow

VAT Partner
  • VAT treatment of land and property supplies including supplies made by property management companies, leases and service charges
  • Property structures for care home groups and other relevant residential use
  • Advising on input tax recovery under the Capital Goods Scheme

Email [email protected] to talk to our experts.
Alternatively, send us a message using our form below.

Innovation

We specialise in advising and guiding fast growth businesses through various tax issues. Our main focus is providing research & development (R&D) tax credit and patent box services. However, we also undertake extensive work for tax favoured fundraising (SEIS/EIS) and work closely with our colleagues specialising in share schemes, corporate reconstructions involving intellectual property, international expansion and the sale of the business. View more information about our innovation tax service here.

Stuart Rogers - Tax Adviser

Stuart Rogers

Tax Partner
  • R&D tax credits and patent box
  • SEIS/EIS related funding
  • Advising those clients with complex intellectual property ownership structures and those with genuine aspirations for rapid growth
Richard Tyler - Tax Adviser

Richard Tyler

Tax Senior Manager
  • Advising on the availability of R&D tax credits across all industry sectors
  • All aspects of UK corporation tax including complex group issues
  • Advising on tax efficient corporate re-organisations including demergers, group re-construction and succession planning
Sarah Boyes - Tax Adviser

Sarah Boyes

Tax Manager
  • Sarah is an experienced engineer who worked in the automotive sector for over 15 years and brings a completely different perspective and skill set to the firm’s innovation team
  • Research and development tax credits across all sectors with a particular focus on advanced manufacturing businesses including food and drink, agri-business and the construction sector

Email [email protected] to talk to our experts.
Alternatively, send us a message using our form below.

Employer Solutions

We help employers comply with payroll (UK and international), global mobility, benefits reporting, national minimum wage and construction industry scheme reporting. We design share-based employee incentives and tax efficient remuneration including salary sacrifice, employee ownership trusts (EOT), long term incentive plans (LTIP) and employee benefit trusts (EBT) alongside specialist tax share valuations to support such schemes. We also have specialists in off-payroll workers including employment status, agencies and IR35 rules for personal service companies. View more information about employer solutions here.

Martin Brown - Tax Adviser

MARTIN BROWN

Tax Director
  • Taxation and implementation of share schemes and management share transactions
  • Employee reward and incentive planning such as salary sacrifice, LTIPs, EBTs, EOTs
  • Tax valuation of shares
Steve Ashworth - Tax Adviser

STEVE ASHWORTH

Tax Director
  • Off payroll workers, employment status, IR35
  • Construction industry scheme (CIS)
  • Employer tax compliance, NIC, benefits and expenses, national minimum wage
Kate Culley - Tax Adviser

KATE CULLEY

Tax Senior Manager
  • Share based employee incentive schemes and tax implications of management or director share transactions
  • Tax valuation of shares
  • Complex ownership and reward structure such as EOT and EBTs

Email [email protected] to talk to our experts.
Alternatively, send us a message using our form below.

Investigations

We are a team of ex-HMRC inspectors and chartered tax advisers who can advise on how best to handle an enquiry from HMRC. We can help with all levels of enquiry, from COP 8 and 9 cases of deliberate or fraudulent conduct to how to respond to requests for information or documents for a local compliance investigation. View more information about our tax investigations service here.

photo of john endacott

John Endacott

Partner, Head of Tax

  • Handling complex technical and multi-faceted disputes with HMRC including statutory interpretation, case law and share and business valuation issues
  • Over 30 years’ experience of negotiating with HMRC on behalf of clients and agreeing settlements
  • Supporting appellants at First-tier and Upper Tax Tribunals and acting as an expert witness on enquiry matters
Steve Ashworth - Tax Adviser

Steve Ashworth

Tax Director

  • Supporting clients with HMRC employer and CIS compliance checks
  • Assisting clients with HMRC national minimum wage enquiries
  • Providing assistance and guidance across all employment taxes when errors have been made and voluntary disclosure to HMRC is required
David Wase - Tax Adviser

Dave Wase

Tax Manager

  • HMRC investigations and enquiry support, including HMRC enquiries using COP 8 and 9/fraud
  • Challenges to HMRC notices of assessment or enquiry
  • Counter avoidance notices and settlements relating to tax avoidance scheme participation
Nigel Popplewell - Tax Adviser

NIGEL POPPLEWELL

Tax Consultant

  • COP9 investigations and interviews under caution
  • Dawn raids, privilege, closure notices, penalties and information notices
  • Advocacy in the tax courts and in mediations
Mark Bishop - Tax Adviser

MARK BISHOP

VAT Manager

  • HMRC VAT investigations, specialising in the retail, restaurant and catering sector
  • HMRC VAT assessments and disputes
  • Representation of clients in the ADR process, including the preparation, attendance and post-meeting action
Simon Anslow - Tax Adviser

SIMON ANSLOW

VAT Partner

  • VAT aspects of HMRC enquiries and fraud, including COP 8 & 9, civil and criminal investigations and matters involving allegations of ‘deliberate’ behaviour
  • HMRC VAT disputes and assessments
  • Alternative dispute resolution (ADR) and VAT tribunals, acting as client advocate, utilising over 15 years’ experience working for HM Customs & Excise
Kirsty Martin - Tax Adviser

KIRSTY MARTIN

VAT Manager

  • Tribunal liaison including with the tribunal service, HMRC litigators and officers; preparation of statement of case, tribunal documents,briefing witnesses and collation of evidence
  • Specialist knowledge on matters relating to the assessment and penalty process system and procedures to engage and negotiate with HMRC for successful outcomes
  • Active participation in the full ADR process

Email [email protected] to talk to our experts.
Alternatively, send us a message using our form below.

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