ProfessionalQualifications:
- Associate of the Chartered Institute of Taxation
- Associate of the Institute of Chartered Accountants in Ireland
Background
January 1996: Joined PricewaterhouseCoopers, Belfast as a trainee accountant technician in the personal tax department
July 1996: Qualified as an accountant technician with the Institute of Accountant Technicians Ireland
March 2001: Transferred to the growing business tax department of the Dungannon office of PricewaterhouseCoopers
November 2001: Qualified as a Chartered Accountant with the Institute of Chartered Accountants in Ireland
July 2002: Promoted to Assistant Manager in PricewaterhouseCoopers
July 2003: Qualified as a Chartered Tax Adviser with the Chartered Institute of Taxation
July 2004: Promoted to Manager in PricewaterhouseCoopers
July 2006: Promoted to Manager 2 in PricewaterhouseCoopers
March 2007: Joined FPM as Senior Tax Consultant
Other
- Member of the Board of Directors of South Armagh Child Consortium.
- Member of Finance Committee for the Parish of Lower Creggan.
- Assistant Chairperson of Cullyhanna Carer & Toddler Group.
- Member of Silverbridge GFC.
Relevant Experience
Tax Investigations:
- Developed working relationships with HM Revenue & Customs (“HMRC”), Serious Organised Crime Agency (“SOCA”) and offshore financial institutions.
- Analytical review of clients’ bank accounts and accounting records.
- Preparation of enquiry reports and submission of same to HM Revenue & Customs (HMRC) and SOCA.
- Preparing clients for HMRC and SOCA meetings.
- Negotiating tax settlements with HMRC and SOCA.
Inheritance Tax Planning:
- Completion of form IHT200 and submission of same to HMRC.
- Advising clients in relation to their exposure to inheritance tax.
- Calculation of potential inheritance tax liabilities
- Highlighting tax opportunities in relation to mitigation of any inheritance tax liability.
- Advising clients regarding inheritance tax reliefs.
- Advice regarding will planning.
UK Corporate Tax Compliance and Consulting:
- Preparation and submission of corporation tax returns for a portfolio of companies.
- Calculation of corporation tax liabilities.
- Capital allowances planning for expenditure on buildings.
