BACKGROUND
Jack is an Associate Director at K3 Tax Advisory and sits within the Corporate & Structuring, Transactions, and Family & Wealth teams.
He joined K3TA in March 2024, following periods working with leading regional and national firms in South Wales. Jack began his career in 2014, training with a small general practice in Cardiff. Jack is a Chartered Tax Adviser (CTA) and a Chartered Certified Accountant (FCCA). His background is in mixed tax, and this drives the work that he is involved in; the projects he works on tend to be those with both corporate and personal tax aspects which require holistic tax planning.
Jack lives in Cardiff and enjoys hiking with his two corgis.
SPECIALISMS
- Business property relief
- Owner-managed businesses
- Partners and Partnerships
- Business Disputes
QUALIFICATIONS
Chartered Tax Adviser (CTA)
Chartered Certified Accountant (FCCA)
RECENT EXPERIENCE
- Structuring and managing a demerger to facilitate the sale of a regional automotive business.
- Numerous tax due diligence projects either as part of a wider financial due diligence or as stand-alone projects where the investor is undertaking their own financial diligence.
- Advising husband and wife landlords on the incorporation of their multimillion-pound property portfolio.
- Implementation of share option schemes for employers wanting to incentivise and retain their employees.
- Supporting a UK-resident HNW individual with IHT planning in respect of their shares in a property investment company, covering trust planning and growth shares.
- Advising a client on a restructure of their business and cryptoasset holdings while planning a relocation to Monaco.
