BACKGROUND
Paul heads up the tax due diligence team at K3 Tax Advisory and he is a Tax Manager within the firm. He joined K3TA in October 2021, following five years in a regional South West firm where he was a manager in their tax advisory team. Paul previously had a long career with HMRC specialising in enquiry and counter avoidance work.
Paul’s work focuses on corporate tax matters, with a particular emphasis on due diligence, share options schemes and corporate restructures and demergers. Paul also has experience in company valuations, corporate tax clearances and advance assurance applications for EMI and EIS.
SPECIALISMS
- Due diligence
- Share option schemes
- Corporate restructures and demergers
RECENT EXPERIENCE
- Numerous tax due diligence projects either as part of a wider due diligence or as stand-alone tax due diligence where the investor is undertaking their own financial diligence.
- Implementation of many share option schemes for employers wanting to incentivize their employees.
- Working on various company demergers and management buyouts from the initial stages to obtaining clearances from HMRC and finally implementing the restructure.
- Submitting many EIS advance assurance clearances and/or EIS1 forms to HMRC.
