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OUR PEOPLE Search Our strength lies in our people whose expertise and commitment enable us to provide a top quality pro-active tailored service in every office. By forename... Select person... By surname... Select person... Reset Filters By expertise... Select expertise... Back Lee Moss Director +44 (0)20 7842 2227 lee.moss@rawlinson-hunter.com Lee is a Director in the Trust & Wealth Services team and has 20+ years of private client experience with a specific focus on UK and Non-Resident trusts, probate and estates and inheritance tax. Lee advises a portfolio of trust and estate clients providing both compliance and advisory work. Lee qualified as a Probate Practitioner in 2016 and has taken a lead role in developing the firm’s Probate and Estate service. Many estate clients are high value, complex and often with international aspects. In undertaking this role, he has gained an extensive knowledge of all aspects of Inheritance Tax. As a Chartered Tax Adviser Lee is involved in complex advisory work, with specific focus on forensic accounting and tax analysis for non-resident trusts and also providing family office support for UHNW clients. In this role, Lee assists families in structuring and managing their financial and personal affairs, whilst co-ordinating a diverse range of third party advisers. Expertise: Trusts Non-Resident Trusts Estates Private Client Tax Compliance Tax Advice Family Office

OUR PEOPLE Search Our strength lies in our people whose expertise and commitment enable us to provide a top quality pro-active tailored service in every office. By forename... Select person... By surname... Select person... Reset Filters By expertise... Select expertise... Back Alex Jones Partner +44 (0)20 7842 2225 alex.jones@rawlinson-hunter.com Alex has 30 years’ experience in US and UK personal tax, providing complex planning and assistance to high-net-worth individuals; he joined R&H’s London US/UK Tax team from EY Frank Hirth in December 2021. Alex’s specialist areas include: private equity, hedge funds and real estate funds, personal tax issues related to fund structuring and reward, and specialist advice for entertainment and sports clients. Alex’s wide experience and specialist knowledge also includes the UK/US double tax treaty, pension issues, the UK treatment of limited liability company (LLC) interests and carried interest. He also advises on US/UK interactions on personal income, capital gains, social security, estate taxes, and inheritance and trusts. Expertise: Private Client US Taxes Tax Advice Tax Compliance Non-Resident Trusts Trusts Estates Tax Investigations Property Tax Charities (UK/US)

BUSINESS UPDATES Back to Publications 10 April 2025 MTD Alert Read More 17 February 2025 Employer National Insurance Contribution Changes Read More 26 July 2024 EU Import VAT Changes, Works of Art 2024 Read More 19 December 2023 Economic Crime And Corporate Transparency Act Read More 31 August 2023 Maternity Leave and Employment Considerations Read More 1 March 2023 Brexit - Northern Ireland Protocol - Windsor Framework Read More 6 December 2022 Changes to UK Customs Import/Export Procedures Read More 30 April 2022 A Move To Greater Corporate Transparency Read More 1 January 2022 Salary Sacrifice - Bicycles And Cycling Safety Equipment Read More 1 November 2021 Salary Sacrifice And Workplace Nurseries Read More 1 August 2021 Salary Sacrifice (Or Exchange) Continued Read More 1 March 2021 IR35: Are You Ready For The Changes In April 2021? Read More 6 November 2020 Second Lockdown - Furlough Extension Read More 30 September 2020 Job Support Scheme - Example Calculations Read More 3 August 2020 VAT - Brexit Updates Read More 30 April 2020 Employment Related Securities Reporting Read More 1 February 2020 Payroll Update Read More 1 November 2019 The Conservatives Proposal To Shelve The Reduced 17% Corporation Tax Rate Read More 30 April 2019 Brexit Implications For Privately Held Companies With US Subsidiaries Read More 30 September 2018 Making Tax Digital For VAT Read More 1 March 2018 New Customs Declaration Service From August 2018 Read More 1 February 2017 Museums And Galleries Exhibition Tax Relief Read More 1 November 2016 Profit Extraction - Dividends vs Salaries & Bonuses Read More 30 September 2015 Transfer Pricing Read More 4 April 2025 Electronic Invoicing Alert Read More 28 October 2024 VAT on School Fees Read More 12 June 2024 Recent Payroll Related Changes Read More 19 December 2023 Family Related Leave And Other Leave Read More 23 June 2023 Tax Compass Read More 1 February 2023 Holiday Entitlement And Pay Read More 31 August 2022 Recent Payroll Related Changes Read More 1 March 2022 Payroll - New Tax Year Read More 1 January 2022 Reform Of VAT Penalties Read More 1 November 2021 Brexit 12 Months On - Where Are We Now? Read More 31 July 2021 Salary Sacrifice (Or Exchange) Read More 1 January 2021 Art Market: Brexit VAT Update Read More 1 November 2020 New Lockdown And The Extended Furlough Scheme Read More 30 September 2020 The Chancellor’s Winter Economy Plan Read More 25 June 2020 Accelerate Tax Relief For Covid-19 Corporation Tax Losses Read More 21 April 2020 Further Funding For Businesses Impacted By COVID-19 Read More 1 February 2020 Brexit Update: Overview Of The UK Position Post Brexit Read More 31 August 2019 VAT Recovery: Pre-Incorporation VAT Read More 1 February 2019 Brexit: VAT And Customs Duties Read More 31 July 2018 VAT For Businesses In The Event Of No Brexit Deal Read More 30 September 2017 Research & Development Tax Credits Read More 1 December 2016 Investors' Relief Read More 1 November 2016 The Business-Owner’s Essential Guide To Tax Planning Read More 30 September 2015 Enterprise Management Incentive Scheme Read More 18 March 2025 Payroll Changes - Current and Forthcoming Read More 30 September 2024 Salary Sacrifice and Workplace Nurseries Update Read More 23 February 2024 Holiday Entitlement and Pay 2024 Read More 23 October 2023 EU Import VAT Changes, Works of Art Read More 1 March 2023 New Tax Year, Upcoming Changes And Points To Consider Read More 8 December 2022 Reform of VAT Penalties Read More 31 May 2022 Right To Work Checks In The UK Read More 1 March 2022 Payrolling Of Benefits In Kind Read More 1 November 2021 Salary Sacrifice - Electric Cars Read More 30 September 2021 Salary Sacrifice And Pension Contributions Read More 30 June 2021 Home Sweet Home Read More 17 November 2020 Additional Details For The CJRS Extension Read More 30 September 2020 Furlough Claims - Don't Fall Foul! Read More 31 August 2020 The Chancellor’s Winter Economy Plan Read More 31 May 2020 Covid-19 Business Support Guide Read More 1 March 2020 IRS Pushes Back Tax Filing Day Read More 1 January 2020 IR35 - Are You Ready For The Changes? Read More 30 June 2019 Corporate Residence Implications Of The Development Securities Case Read More 1 January 2019 Tax Relief For Goodwill Read More 31 March 2018 Export Evidence Read More 30 September 2017 Research & Development Expenditure Credit Read More 1 November 2016 Incorporation - Tax, Accounting And Commercial Considerations Read More 31 August 2016 Corporate Newsletter Read More

OUR PEOPLE Search Our strength lies in our people whose expertise and commitment enable us to provide a top quality pro-active tailored service in every office. By forename... Select person... By surname... Select person... Reset Filters By expertise... Select expertise... Back Catherine Thompson Partner +44 (0)20 7842 2028 catherine.thompson@rawlinson-hunter.com After graduating from the University of Kent at Canterbury and subsequently completing her chartered accountancy qualification at a smaller practice, Catherine joined Rawlinson & Hunter back in 2005. Catherine is a corporate services partner where she and her team provide all aspects of accounting services; from bookkeeping, financial outsourcing, payroll, accounting and auditing, taxation compliance and advisory services. Catherine’s client base consists of a range of industry sectors and broadly consists of SMEs and entrepreneurial clients. A significant proportion of her practice consists of art market clients, from top Mayfair galleries, dealers to artists and ancillary art services where she provides a high end, bespoke service offering with our firm’s art market expertise. She regularly advises clients on complex VAT transactions and arrangements, particularly with cross border transactions in the art sector. Catherine is a Fellow of the Institute of Chartered Accountants in England & Wales and an Associate of the Chartered Institute of Taxation (Indirect tax route). Catherine is also treasurer on the PAIAM Board, a not for profit organisation providing a networking platform for professional advisors to the international art market. Expertise: Corporate Outsourcing VAT Advice Art World Tax Compliance Employment Taxes

OUR PEOPLE Search Our strength lies in our people whose expertise and commitment enable us to provide a top quality pro-active tailored service in every office. By forename... Select person... By surname... Select person... Reset Filters By expertise... Select expertise... Back Michael Foster Partner +44 (0)20 7842 2223 michael.foster@rawlinson-hunter.com Michael specialises in accounting and tax matters in an advisory and compliance capacity, providing professional advice to onshore and offshore trustees, companies and individuals. He has an ever increasing focus on non-UK domiciled individuals including those with interests in non-resident settlements. His responsibilities include a portfolio comprising a number of multi-jurisdictional family trusts, companies and high net worth individuals. Michael is also one of two partners responsible for the day-to-day management of our private client tax team. Michael is a Certified Accountant and Chartered Tax Adviser. He began his career at Rawlinson & Hunter in 1999 in the Corporate Services department, before transferring to the Trust & Wealth Services team in 2003, becoming a partner in 2015. Expertise: Private Client Tax Compliance Tax Advice Tax Investigations Property Tax Trusts Wealth Reporting Estates Charities Family Office Non-Resident Trusts

OUR PEOPLE Search Our strength lies in our people whose expertise and commitment enable us to provide a top quality pro-active tailored service in every office. By forename... Select person... By surname... Select person... Reset Filters By expertise... Select expertise... Back James Randall Partner +44 (0)20 7842 2131 james.randall@rawlinson-hunter.com James leads Rawlinson & Hunter’s UK Business Tax Group. He focuses on providing practical corporate tax advice to businesses operating in the UK. He advises on a wide range of tax matters for owner managed, fast growth, PE backed and multinational businesses. James specialises in advising domestic and international businesses through reorganisations and M&A transactions. Through his career he has worked with many renowned businesses in the Technology, Life Sciences and Consumer Product sectors. James joined Rawlinson & Hunter in 2018 after 19 years of experience with Ernst & Young where he worked in the Thames Valley, New York and London. James is an Associate of the Chartered Institute of Taxation and a Fellow of the Institute of Chartered Accountants in England and Wales. He is a graduate of The University of Sheffield, with a degree in Economics. Expertise: Corporate Tax Advice Transaction Support Tax Compliance Tax Investigations Property Tax Valuations Employment Taxes

OUR PEOPLE Search Our strength lies in our people whose expertise and commitment enable us to provide a top quality pro-active tailored service in every office. By forename... Select person... By surname... Select person... Reset Filters By expertise... Select expertise... Back Louise Catt Director +44 (0)20 7842 2019 louise.catt@rawlinson-hunter.com Louise joined Rawlinson & Hunter in July 2014. She is a Fellow of the Association of Chartered Certified Accountants. Louise’s portfolio includes entrepreneurs, the family offices of ultra-high net worth individuals and owner managed businesses at all stages of development, from start ups to large trading entities. Working out of Rawlinson & Hunters UK’s London and Surrey offices, Louise advises both corporate and non-corporate entities, providing accounting, advisory and outsourcing services. She has extensive experience of working with ultra-high net worth individuals, in particular with their UK affairs but also acting as a focal point for all administration of the international structures. Louise has extensive experience of providing outsourcing and advisory services to UK subsidiaries of international groups. Louise is an outsourcing specialist and part of the senior management team at R&H leading the firm’s Business Services Group, a team of dedicated professionals that provide external accounting support services, including management accounting, finance director / CFO assistance and advisory, forecasting and budgeting and other essential support services that promote the growth and efficiency of the firm’s clients. Louise’s clients particularly value her ability to improve the efficiency and effectiveness of their accounting systems and take away the burden and worries of their day to day back office administration. Expertise: Corporate Outsourcing VAT advice Estate Family office Motorsport

OUR PEOPLE Search Our strength lies in our people whose expertise and commitment enable us to provide a top quality pro-active tailored service in every office. By forename... Select person... By surname... Select person... Reset Filters By expertise... Select expertise... Back Chris Hawley Partner +44 (0)20 7842 2138 chris.hawley@rawlinson-hunter.com Chris leads the firm’s Trust & Wealth Services team, encompassing the firm’s services for Trusts, Charities and wealth reporting clients. He was pivotal in the development of the Wealth Reporting Service, which provides cutting edge investment and financial reporting to clients and their family offices Chris works extensively with onshore and offshore trustees and their beneficiaries, assisting with the ever increasing compliance demands they face. He is experienced in all aspects of forensic accounting and trust restructuring and is often called on to support the implementation of complex tax planning arrangements. He also has experience in dealing with the sometimes sensitive family issues inherent in such arrangements. Chris is particularly passionate about advising charities and their trustees. Recent work includes advising a charity on the development of its IT infrastructure, internal operating policies and appropriate structures for its investment and grant-making sub-committees. More generally Chris advises a portfolio of charity clients on their accounting, audit, tax and governance arrangements. Chris is a Chartered Accountant and became a partner of the firm in April 2014. Expertise: Trusts Charities Wealth Reporting Private Client Family Office Estates Non-Resident Trusts

OUR PEOPLE Search Our strength lies in our people whose expertise and commitment enable us to provide a top quality pro-active tailored service in every office. By forename... Select person... By surname... Select person... Reset Filters By expertise... Select expertise... Back Kulwarn Nagra Partner +44 (0)20 7842 2130 kulwarn.nagra@rawlinson-hunter.com Kulwarn is a corporate services partner in the Rawlinson & Hunter London office. He has extensive corporate experience acting for a diverse range of clients, from SMEs to large multinationals and has also advised companies on a number of areas including IPOs, acquisition and disposal related transactions and due diligence reviews. After university he qualified as a chartered accountant in 1988 with Price Waterhouse, becoming a partner with PricewaterhouseCoopers in 1998. He joined Rawlinson & Hunter as a partner in 2004. Kulwarn is a Fellow of the Institute of Chartered Accountants. Expertise: Corporate Audit & Assurance Transaction Support Outsourcing Employment Taxes Valuations

OUR PEOPLE Search Our strength lies in our people whose expertise and commitment enable us to provide a top quality pro-active tailored service in every office. By forename... Select person... By surname... Select person... Reset Filters By expertise... Select expertise... Back Katharine Haggie Partner +44 (0)20 7842 2153 katharine.haggie@rawlinson-hunter.com Katharine advises families on the structuring of their business and personal interests with a focus on international aspects. She has managed significant family projects handling a broad range of queries, and works with many advisers in the UK and internationally to service the needs of clients. Following nine years of experience across general practice and professional teaching, Katharine joined Rawlinson & Hunter in 2015 as a business tax specialist, assisting clients to structure their affairs efficiently as well as meeting the demands of associated compliance. In January 2018 she commenced a secondment to the Firm’s Singapore office where she spent three years advising clients in Asia on their UK tax exposure, structuring both personal and business interests internationally and leading and developing the local tax services in Singapore Katharine returned to Rawlinson & Hunter in the UK with extensive knowledge of the Singapore tax system and a strong understanding of the international exposure for those with multi-jurisdictional interests. She is a key component to our Family Office services which works to the needs of families across the UK and internationally. Katharine is an Associate of the Chartered Institute of Taxation (CIOT), a Fellow of the Institute of Chartered Accountants in England and Wales (ICAEW) and a member of the Society of Trust and Estate Practitioners (STEP). Expertise: Family Office Tax Advice Private Client Corporate Non-Resident Trusts Valuations

OUR PEOPLE Search Our strength lies in our people whose expertise and commitment enable us to provide a top quality pro-active tailored service in every office. By forename... Select person... By surname... Select person... Reset Filters By expertise... Select expertise... Back Mark Wong Director +44 (0)20 7842 2158 mark.wong@rawlinson-hunter.com Mark is a director in the Private Client Services Team and initially served at the firm from 2016 to 2022 before re-joining in 2023. Based in the London office, Mark looks after the UK tax affairs of high-net worth individuals and wealth structures. Many of his clients have an international element and his client portfolio includes both UK and non-UK domiciled individuals, fund executives and offshore trusts. Accordingly, Mark has experience advising on tax residence, the remittance basis, mixed funds, domicile and offshore trusts. Mark is an Associate of the Chartered Institute of Taxation and holds a PhD in Mathematics.

OUR PEOPLE Search Our strength lies in our people whose expertise and commitment enable us to provide a top quality pro-active tailored service in every office. By forename... Select person... By surname... Select person... Reset Filters By expertise... Select expertise... Back Sarah Fernando Director +44 (0)20 7842 2147 sarah.fernando@rawlinson-hunter.com Sarah, a Chartered Accountant and Chartered Tax Adviser, has been a longstanding member of the Business Tax Group, joining the firm over 20 years ago on an ACA training contract within the audit department. In 2002, she transferred to the Business Tax Group at the firm’s London office. She advises on a wide range of business and corporate tax matters for both owner managed businesses (companies and partnerships) and multinational groups headed by UK companies or with UK subsidiaries. She also provides business tax compliance services to a broad range of clients, including businesses involved in art, investment advisory, software department and property investment. Her specialisms include the substantial shareholding exemption, R&D tax relief and the UK reporting fund regime. Expertise: Tax Compliance Tax Advice Tax Investigations Corporate Transaction Support Art World

OUR PEOPLE Search Our strength lies in our people whose expertise and commitment enable us to provide a top quality pro-active tailored service in every office. By forename... Select person... By surname... Select person... Reset Filters By expertise... Select expertise... Back Sharon Gillies Director +44 (0)20 7842 2161 sharon.gillies@rawlinson-hunter.com Sharon has a wealth of VAT experience spanning some 30 years both within HMRC and private practice. She commenced her VAT career in what was then HM Customs & Excise where she carried out various different VAT roles over a period of 12 years. This included time as a VAT inspector and as a technical enquiries officer, which gave Sharon a solid background in all areas of VAT as well as an understanding of the mind of a VAT officer which has been invaluable in assisting clients. She continued her career in a top 10 accountancy firm followed by a boutique firm prior to joining Rawlinson & Hunter. Sharon has an extensive knowledge of all areas of VAT with particular expertise in relation to Art Galleries & Artists, Financial Services, Land & Property and overseas businesses investing in the UK. Sharon enjoys assisting her clients in navigating complex VAT legislation in order to avoid costly errors and maximise opportunities. She excels in explaining VAT legislation tailored to the needs of her clients. Sharon is also an active member of The VAT Practitioners Group keeping abreast of latest developments in legislation. Expertise: VAT Advice Property Tax Art World

OUR PEOPLE Search Our strength lies in our people whose expertise and commitment enable us to provide a top quality pro-active tailored service in every office. By forename... Select person... By surname... Select person... Reset Filters By expertise... Select expertise... Back Paul Huggins Partner +44 (0)20 7842 2197 paul.huggins@rawlinson-hunter.com Paul is a Private Client Tax specialist who advises a wide variety of clients ranging from successful entrepreneurs, hedge fund managers and family office engagements to clients involved in the art, sports and film entertainment worlds. He enjoys developing a close relationship with clients in order to fully understand their needs and providing advice which is relevant to their individual circumstances. Paul advises on a broad range of UK tax issues, particularly those with an international aspect, specialising in the UK’s statutory residence test, remittance basis users and the taxation of ‘mixed funds’, together with the tax and social security implications for internationally mobile employees. He also has extensive experience acting as a single joint expert witness and handling HMRC tax investigations on a broad range of technical issues. Paul joined Rawlinson & Hunter as a trainee accountant in 2006, qualifying as a Chartered Accountant in 2009, a Chartered Tax Advisor in 2010 and becoming a member of STEP in 2012. Paul was included as a top recommended accountant and tax adviser in the 2021, 2022 and 2023 Spear’s 500 guide.

OUR PEOPLE Search Our strength lies in our people whose expertise and commitment enable us to provide a top quality pro-active tailored service in every office. By forename... Select person... By surname... Select person... Reset Filters By expertise... Select expertise... Back Salma Khan Director +44 (0)20 7842 2070 salma.khan@rawlinson-hunter.com Salma is a Director in Rawlinson & Hunter’s Corporate Services Department and provides employment tax advisory and compliance services to a broad range of clients, including owner managed business and multi-national groups. Salma brings with her extensive Employment Taxes experience from various in-house roles and her time in practice, supporting large multi-nationals corporations with employment tax compliance, including but not limited to payroll and non-cash benefits, discretionary remuneration including Shares and Pensions. In addition to assisting clients in meeting their UK employment tax obligations, Salma advises on the UK tax and National insurance implications of cross border working, including expatriate payrolls for UK employers and Short Term Business Visitor compliance in the UK. Salma joined Rawlinson & Hunter in November 2020 and enjoys providing practical solutions to employment tax challenges faced by clients. She is a member of the Chartered Institute of Taxation (CIOT), and graduated with a degree in Banking and Finance from the University of Birmingham. Expertise: Employment Taxes Tax Advice Tax Compliance Corporate

OUR PEOPLE Search Our strength lies in our people whose expertise and commitment enable us to provide a top quality pro-active tailored service in every office. By forename... Select person... By surname... Select person... Reset Filters By expertise... Select expertise... Back Hiral Kanzaria Partner +44 (0)20 7842 2102 hiral.kanzaria@rawlinson-hunter.com Hiral is a tax partner, who provides tax advisory and compliance services to a range of clients, including businesses involved in technology, real estate, investment banking and art. He focuses on providing pragmatic and commercially led tax advice, working closely with businesses, shareholders and other stakeholders, to provide holistic advice that takes into account both tax related and wider objectives. Clients range through from owner managed SMEs to multinational groups; and he advises on a range of corporate tax areas, including corporate structuring and restructuring, employee share schemes, tax risk management, R&D tax incentives and international taxation. In addition, Hiral is an M&A tax specialist, having advised on a number of buy and sell side transactions, principally in the technology and real estate sectors. This has included undertaking tax due diligence, advising on transaction structuring and advising shareholders on the tax implications of transactions. Hiral joined Rawlinson & Hunter in 2010, initially in the Firm’s Audit department. He is an Associate of the Institute of Chartered Accountants in England & Wales, and an Associate Member of the Chartered Institute of Taxation. In addition, he read Law at the University of Liverpool. Expertise: Tax Advice Transaction Support Tax Compliance Property Tax Corporate Art World Valuations Employment Taxes

OUR PEOPLE Search Our strength lies in our people whose expertise and commitment enable us to provide a top quality pro-active tailored service in every office. By forename... Select person... By surname... Select person... Reset Filters By expertise... Select expertise... Back Jeremy Stein Director +44 (0)20 7842 2184 jeremy.stein@rawlinson-hunter.com Jeremy joined Rawlinson & Hunter as a Chartered Tax Adviser in August 2016 and provides tax compliance and advisory services to his client base. Jeremy’s client portfolio includes mainly UK resident non-domiciled individuals and their associated structures, including offshore trusts and companies. He also deals with non-resident individuals. His clients are primarily High Net Worth or Ultra High Net Worth. Jeremy has wide-ranging advisory experience but has a particular interest in UK residence, domicile and remittance planning issues. He has specialist knowledge of the UK’s Statutory Residence Test. Jeremy’s previous experience gained in a Big 4 and mid-tier accountancy firm includes advising a wide range of clients on their UK personal tax affairs including MPs, Lords, international musicians, entrepreneurs, wealthy individuals and families; and internationally mobile senior executives. Expertise: Private Client Tax Advice Tax Compliance Tax Investigations

OUR PEOPLE Search Our strength lies in our people whose expertise and commitment enable us to provide a top quality pro-active tailored service in every office. By forename... Select person... By surname... Select person... Reset Filters By expertise... Select expertise... Back Trevor Warmington Partner +44 (0)20 7842 2198 trevor.warmington@rawlinson-hunter.com Trevor provides personal UK tax support, mainly to wealthy international individuals, families and Trustees but also British entrepreneurs or British nationals living abroad. This includes advising individuals coming to settle in the UK for the first time, those who visit regularly as a second residence, or who wish to return to the UK, and also international students. Trevor also manages all aspects of their tax compliance reporting in the UK. He endeavours to work alongside other professional advisers and family offices to offer his clients joined-up advice which is tax-efficient within a wider commercial context. Trevor has wide experience and detailed knowledge of the UK tax rules for remittance basis users. Some examples of his regular advice includes non-UK bank account and investment structuring, overseas workday relief for internationally mobile workers, offshore trust planning and real estate holding structures. He has a particular specialism in the complex area of the taxation of non-UK life assurance policies. A Modern Languages graduate of Christ Church, Oxford, Trevor is fluent in French and Spanish. He began his career at a Big Four accountancy firm, joined Rawlinson & Hunter in 2010 and became a partner of the firm in 2017. Trevor has completed the Association of Taxation Technician (ATT) qualification, is a Chartered Tax Adviser (CTA), and a member of STEP (TEP). He was named as one of PAM eprivateclient's Top 35 under 35 in 2014 and 2016, is named in the Citywealth Leaders List, and has repeatedly been featured in the Spear's 500. Expertise: Private Client Tax Advice Tax Compliance Wealth Reporting Non-Resident Trusts Property Tax

OUR PEOPLE Search Our strength lies in our people whose expertise and commitment enable us to provide a top quality pro-active tailored service in every office. By forename... Select person... By surname... Select person... Reset Filters By expertise... Select expertise... Back Mark Shaw Partner +44 (0)20 7842 2217 mark.shaw@rawlinson-hunter.com Mark is a Partner within the firm’s Trust & Wealth Services team and works closely with individuals and families in Europe, Asia and the US to meet their financial and operational needs. Mark joined the firm in March 2015, having previously acted as a wealth strategist to family offices at Northern Trust, and within economic research at Lehman Brothers. Mark applies his broad investment, technology and accounting knowledge while working impartially and uniquely with clients to build a family office that enables informed decision making. Whether working with individuals establishing their affairs or families with complex structures, Mark often acts as a strategic advisor, project manager and central co-ordinator for his clients. Ultimately he will arrange an operating structure that delivers investment reporting, management accounting, financial control, cash management and investment oversight. Given Mark often works with individuals and families who are undergoing transformation (whether they are creating a family office, expanding a family office, or passing responsibility to the next generation) he also has a keen interest in family governance and advising clients on means to achieve clear communication, equitable decision making, and adaptability to change. Expertise: Family Office Wealth Reporting Outsourcing Private Client Transaction Support Motorsport

OUR PEOPLE Search Our strength lies in our people whose expertise and commitment enable us to provide a top quality pro-active tailored service in every office. By forename... Select person... By surname... Select person... Reset Filters By expertise... Select expertise... Back Lisa Festerling Partner +44 (0)20 7842 2148 lisa.festerling@rawlinson-hunter.com Lisa is a specialist in US/UK tax for private clients and internationally mobile individuals. Her clients have included high-profile c-suite executives, private equity partners, sports personalities and large international families. She has knowledge and experience in a wide range of topics from pre-relocation planning, streamlined filing, expatriation, remittance planning to complex tax return compliance and foreign reporting. Her particular focus and interest is in US/UK crossborder trust and estate planning. Lisa has dealt with compliance and advice for US trusts with UK beneficiaries, non-US trusts with a US owner or US beneficiaries and offshore trust/company structures. Lisa joined Rawlinson & Hunter in 2023 from a Big Four accountancy firm. She is an Associate of the Chartered Institute of Taxation (CIOT), an affiliated member of the Society of Trust and Estate Practitioners (STEP) and an US Enrolled Agent. Expertise: US Taxes Private Client Tax Advice Tax Compliance Trusts Non-Resident Trusts Family Office Estates

OUR PEOPLE Search Our strength lies in our people whose expertise and commitment enable us to provide a top quality pro-active tailored service in every office. By forename... Select person... By surname... Select person... Reset Filters By expertise... Select expertise... Back Alan Ive Partner +44 (0)20 7842 2256 alan.ive@rawlinson-hunter.com Alan joined Rawlinson & Hunter as a Chartered Tax Adviser in June 2017 having previously worked at the Big Four. Alan provides tax compliance and advisory services to UK and international high net worth individuals, in conjunction with their business interests and family wealth arrangements. A significant number of Alan's clients are domiciled outside of the UK with family trusts. Having worked with clients across a range of industry sectors, Alan has broad experience from which to advise his client base, from both a personal and business aspect. Specifically, Alan's expertise lies in advising Fund Managers from a range of asset classes on the taxation of management fees and carried interest, together with the impact of the changes to non-UK domiciled individuals who are long-term UK residents. Alan is also the head of Rawlinson and Hunter’s London based tax department. Alan enjoys building close working relationships with clients and their advisers in order to fully understand and optimise their affairs.

OUR PEOPLE Search Our strength lies in our people whose expertise and commitment enable us to provide a top quality pro-active tailored service in every office. By forename... Select person... By surname... Select person... Reset Filters By expertise... Select expertise... Back Craig Davies Partner +44 (0)20 7842 2136 craig.davies@rawlinson-hunter.com Craig is a partner at the London office and his portfolio mainly comprises UK and international entrepreneurs with a concentration of clients operating in the creative sectors. Craig works closely with the owners, their wider families and their businesses providing a full range of assurance, accounting and business and personal tax compliance and advisory services. Having spent time out of professional practice and with his wide technical knowledge, Craig is able to bring a different dimension to client relationships and finds enjoyment in finding novel solutions to difficult commercial and planning problems that his clients face. Craig joined Rawlinson & Hunter in 2008, bringing with him extensive experience in both industry and professional practice firms, including Ernst & Young and Smith & Williamson. Craig heads up our large corporate services team in the UK overseeing significant expansion of this team and its service lines over the last few years. He is registered as a statutory auditor and is a person authorised to conduct non-contentious probate, which gives an indication of the breadth of the roles he performs for different clients. Craig is a Fellow of the Institute of Chartered Accountants in England & Wales and an Associate of the Chartered Institute of Taxation. He is also a Trustee of Blue Marine Foundation, an innovative environmental charity. Expertise: Corporate Audit & Assurance Transaction Support Art World Outsourcing Private Client Tax Compliance Tax Advice VAT Advice Estates Family Office Charities Probate Employment Taxes Valuations

PRIVATE CLIENT UPDATES Back to Publications 24 March 2025 Tax Planning Bulletin 2025 Read More 1 February 2023 Register Of Overseas Entities - HMRC Reaction Read More 1 March 2022 Register Of Overseas Entities Owning UK Real Estate Read More 31 May 2021 Trust Registration Service - Which Trusts Need To Register? Read More 1 November 2020 Capital Gains Tax: How Will You Be Taxed In the Future? Read More 30 April 2020 Disclosing Tax Plans: New Rules For Advisers And Their Clients Read More 1 February 2020 Budget 2020 - Entrepreneur's Relief Reform Read More 31 July 2018 Buying And Selling Artwork In The US Read More 31 March 2018 Internationally Mobile Employees Read More 30 June 2017 Foreign Domicliaries - Current Developments Read More 1 November 2016 Entrepreneurs’ Relief Read More 19 February 2024 Tax Planning Bulletin 2024 Read More 24 November 2022 Public Registers Under The Spotlight Read More 1 November 2021 HMRC Focus On Crypto-Assets Read More 31 May 2021 CGT Under The Microscope Read More 1 November 2020 Sale Of UK Property - Times Are Changing Read More 1 March 2020 Counting The Days Read More 1 January 2020 Becoming Even More Cryptic Read More 31 July 2018 Requirement To Correct - Flash Update Read More 1 March 2018 MTD Quarterly Reporting Read More 30 April 2017 An Unwelcome Bolt From The Blue! Read More 1 January 2014 Statutory Definition Of Tax Residence Read More 8 December 2023 Transfer Of Assets Abroad And The Fisher Case Read More 2 March 2022 Register Of Overseas Entities Owning UK Real Estate - Update Read More 1 November 2021 Regaining Its Teeth Read More 1 February 2021 R&H Staff Added To Private Client Global Elite Directory Read More 31 August 2020 Don't Panic And Carry On Planning Read More 1 March 2020 IRS Pushes Back Tax Filing Day Read More 31 August 2019 Residential Property Changes From 6th April 2020 Read More 30 June 2018 Requirement To Correct Read More 1 November 2017 Foreign Domicliaries - Where Are We Now? Read More 1 January 2017 Reforms To The Taxation Of Foreign Domiciliaries Read More

OUR PEOPLE Search Our strength lies in our people whose expertise and commitment enable us to provide a top quality pro-active tailored service in every office. By forename... Select person... By surname... Select person... Reset Filters By expertise... Select expertise... Back Chris Bliss Consultant +44 (0)20 7842 2122 chris.bliss@rawlinson-hunter.com Chris is a consultant at the London office, having previously served as a partner for 32 years. Chris acts as an adviser to several substantial family groups and has a particular interest in the entertainment and motor sport sectors. Having joined the firm in 1984, Chris served as a partner from 1988 to 2020 including nine years as the senior partner. Chris is a Fellow of the ICAEW.

OUR PEOPLE Search Our strength lies in our people whose expertise and commitment enable us to provide a top quality pro-active tailored service in every office. By forename... Select person... By surname... Select person... Reset Filters By expertise... Select expertise... Back Emma Huo Director +44 (0)20 7842 2099 emma.huo@rawlinson-hunter.com Emma is an audit services Director whose current and past portfolio has included FTSE listed companies, various high profile private companies and limited liability partnerships involved in art, retail, software and private equity investment. Emma has experience in undertaking multinational group audit assignments as well as preparation of statutory financial statements for a range of private clients in accordance with UK GAAP and IFRS for audit by the Big Four firms. She also has experience on advising clients on areas such as accounting treatments for group restructuring and conversion from UK GAAP to IFRS. Emma qualified as a chartered accountant in 2012 whilst working at PwC and stayed with them until joining the firm in 2015.

OUR PEOPLE Search Our strength lies in our people whose expertise and commitment enable us to provide a top quality pro-active tailored service in every office. By forename... Select person... By surname... Select person... Reset Filters By expertise... Select expertise... Back Dan Taylor Director +44 (0)20 7842 2272 dan.taylor@rawlinson-hunter.com Dan is a Chartered Accountant and Chartered Tax Adviser, providing tax advisory and compliance services to a range of clients across sectors. He advises on a range of corporate tax areas within specialisms including corporate structuring and restructuring, employee share schemes, transaction support and tax due diligence and company share valuations for tax purposes. Dan works closely with clients to provide tax advice which is pragmatic, clear and commercially-led. He is a longstanding member of the Business Tax Group, originally joining the firm more than 20 years ago.

OUR PEOPLE Search Our strength lies in our people whose expertise and commitment enable us to provide a top quality pro-active tailored service in every office. By forename... Select person... By surname... Select person... Reset Filters By expertise... Select expertise... Back Toby Crooks Partner +44 (0)20 7842 2140 toby.crooks@rawlinson-hunter.com Toby specialises in the field of Private Client Tax, as part of the Trust & Wealth Services department. He enjoys working closely with clients, legal advisers and Family Offices to understand their particular requirements and has a wide breadth of experience, having advised both UK and non- domiciled clients. Toby joined Rawlinson & Hunter in 2004, working initially in the Private Client department before transferring to the Firm's Cayman Islands office for several years . He returned to the UK in 2010 and became a partner in April 2014. Toby is a Chartered Accountant, Chartered Tax Adviser and a member of the Society of Trust and Estate Practitioners (STEP). He is the holder of an Advanced Diploma in International Trust Management and is a member of PAIAM (Professional Advisers in the Art Market.) He was previously the representative for the City of London on the Worldwide Council of STEP and is a member of the Public Policy Committee. Expertise: Private Client Family Office Non-Resident Trusts Trusts Tax Advice Tax Compliance Art World Probate

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