Professional Qualifications:
1996: Associate of the Institute of Chartered Accountants in Ireland
1998: Associate of the Chartered Institute of Taxation
2007: Fellow of the Institute of Chartered Accountants in Ireland
2008: Admitted as Member of the Society of Trust and Estate Practitioners
Background
June 1992: Graduated from Queens University Belfast with 2.1 BSC (Hons) in Accounting
June 1993: Post graduate Diploma in Accounting at Queens University Belfast
September 1993: Joined the Belfast office of the international Chartered Accountants KPMG as trainee Chartered Accountant.
September 1995: Seconded to Dublin Office of KPMG for 6 months as supervising senior on the statutory audit of an Irish international bank.
November 1995: Passed Final Admitting Exam of the Institute of Chartered Accountants in Ireland.
April 1996: Joined the Corporate Tax Department of Belfast office of KPMG.
July 1997: Seconded to Dublin headquarters of French bank, Credit Lyonnais.
March 1998: Joined Belfast office of BDO Stoy Hayward Chartered Accountants.
May 1998: Passed Chartered Tax exams and admitted as an Associate of the Chartered Institute of Taxation.
August 2004: Joined FPM as Senior Tax Consultant
April 2005: Appointed Tax Director with FPM.
January 2007: Admitted as a Fellow of the Institute of Chartered Accountants in Ireland.
April 2007: Promoted to Tax Partner in FPM.
Sept 2008: Admitted as a member of the Society of Trust and Estate Practitioners.
Other
- Member of Board Of Governors of Ashgrove Nursery School, Newry.
- Member of Board of Governors of St. Ronan’s Primary School, Newry.
- Treasurer of St. Ronan’s Parents Association.
- Member of Dromore Diocese Finance Council.
- Writer for the Irish News regional newspaper weekly business section.
Relevant Experience
UK Corporate Taxation:
- Operational responsibility for the corporate tax compliance of FPM clients;
- Advising clients of their liability under Corporation Tax self assessment and preparation and submission of corporate tax returns;
- Year end corporate tax planning – Identifying tax planning opportunities for corporate/ personal tax clients;
- Group corporate tax planning and corporate cross border tax planning;
- Preparing forecasts and advising on the quarterly corporation tax payment regime;
- Negotiating/ corresponding with the Inspector in respect of corporate tax enquiries/ investigations
Irish Corporate Tax Compliance and Consultancy:
- Cross Border Tax Consultancy Advisor;
- Advising on the establishment of presence in Ireland for UK businesses.
Corporate Tax Consulting:
- Corporate Restructuring;
- Advising on the tax efficient extraction of funds from family companies;
- Advising on Purchase Of Own Shares and agreeing relevant clearances with Inland Revenue;
- Capital Allowances projects and reporting on available allowances to Inspector of Taxes
- Reporting and advising clients on tax relief available under the Enterprise Investment Scheme and Venture Capital Trust.
- Advising clients on Stamp Duty issues;
- Property tax Planning;
