K3 Tax Advisory

Our Team

We are a vastly experienced and dedicated team of Chartered Accountants and Chartered Tax Advisers, specialising in tax planning across the entire financial landscape.

  • Aaron Kendall
    Tax Associate
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    Aaron Kendall

    Tax Associate

    BACKGROUND​

    Aaron is an Assistant Manager working in the Employment Tax team at K3 Tax Advisory. Aaron joined K3TA in April 2022, following six years in the journalism industry, where he became an editor at a regional news outlet. He has since transferred his meticulous attention to detail to identifying potential employment tax issues within businesses and delivering effective solutions.​ His role focuses on helping businesses remain compliant with employment tax obligations. Aaron has experience identifying risks and providing guidance on a range of matters, including employment benefits, off-payroll working (IR35 and employment status), Covid-19 schemes, National Minimum Wage (NMW), the Construction Industry Scheme (CIS), and other due diligence reviews.​

    Alongside his client work, Aaron is currently studying for the ATT and CTA qualifications.​

    SPECIALISMS​

    • UK employment tax compliance​
    • International tax and global mobility​
    • Contractor taxes​
    • National minimum wage​
    • Due diligence​

    RECENT EXPERIENCE​

    • Designing and delivering tailored CIS training sessions for businesses and their employees through in-person presentations.​
    • Supporting a business in understanding its obligations as a CIS contractor by identifying historic under-deductions and unreported returns, then disclosing these to HMRC. Using relevant legislation and technical advice, we successfully reduced the client’s exposure by 80%.​
    • Identifying unintentional NMW underpayments for multiple employees over six tax years and assisting the business in reimbursing affected staff. He also helped implement additional processes to prevent future underpayments.​
    • Advising a client on a benefit-in-kind exposure, recommending an appropriate approach to correct historical errors, and supporting the implementation of procedures to ensure ongoing compliance.​
  • Akshay Gathani
    Assistant Manager
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    Akshay Gathani

    Assistant Manager

    BACKGROUND​

    Akshay is a Tax Manager at K3 Tax Advisory, working within the firm’s Tax Due Diligence team. Akshay joined K3TA in October 2023, following five years at a Big Four firm, where he primarily focused on Tax M&A projects and corporate tax compliance.​

    Akshay’s current work centres on corporate tax matters, with particular expertise in tax due diligence, share option schemes, and corporate restructures and demergers.​

    SPECIALISMS​

    • Corporate tax matters​
    • Due diligence​
    • Share option schemes​
    • Corporate restructures and demergers​

    RECENT EXPERIENCE​

    • Leading numerous tax due diligence projects, including the preparation of tax due diligence reports for corporate acquisitions and disposals, and assessing associated tax risks and exposures.​
    • Advising on and managing corporate restructures, including company demergers and management buyouts — from early-stage planning to obtaining HMRC clearances and implementing the final structure.​
    • Supporting company disposals by advising shareholders on Capital Gains Tax (CGT) implications, preparing detailed CGT calculations, and analysing the wider tax consequences of transaction structures, including available reliefs (e.g. Business Asset Disposal Relief) and potential planning opportunities.

  • Amanveer Singh
    Assistant Manager
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    Amanveer Singh

    Assistant Manager

    BACKGROUND ​

    Amanveer is an Assistant Manager within the Indirect Tax team at K3 Tax Advisory. ​ He joined K3TA in May 2025, following 4 years of previous experience including 3 years in a “Big 4” firm. He is currently working towards his chartership in tax advising (CTA) and specialises in VAT as well as environmental taxes. ​

    As a VAT generalist, Amanveer and has substantial experience in the areas of transactions, real estate, international trade and more recently the travel industry. He also has extensive experience of environmental taxes with a particular focus on CCL, CBAM and PPT. ​

    The clients Amanveer works with come from a range of diverse backgrounds, from large multinationals to medium sized domestic businesses. His aim is to always provide clear, concise and accurate advice and work through the most complex issues in a way that is easy to understand and implement for his clients. ​

    SPECIALISMS​

    • VAT​
    • Environmental taxes​He

    QUALIFICATIONS​

    Chartered Tax Adviser (CTA)​

    RECENT EXPERIENCE​

    • Advising some of the largest travel industry companies on how to maximise their VAT savings through VAT grouping and the application of TOMS. ​
    • Assisting clients undergoing insolvency on how to structure property transactions and the implications of an option to tax, change in use and input tax recovery.​
    • Analysing the risk profile of businesses being purchased and advising on potential remedies and structuring solutions, including post-transaction input tax recovery on transaction costs. ​
    • Helping a large international retailer understand their liabilities under UK PPT legislation and manage interactions with HMRC. ​

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  • Cameron Pye
    Tax Associate
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    Cameron Pye

    Tax Associate

    BACKGROUND​

    Cameron is a Tax Associate within the Corporation Tax team at K3 Tax Advisory, specialising in corporate tax compliance and transaction‑based advisory work.​

    He graduated with a first‑class degree in Finance and Investment, building a strong analytical foundation that naturally led him into the world of tax. Cameron began his career at a boutique firm focused on R&D Tax Relief Credits, where he spent two years supporting innovative businesses and developing a keen interest in the commercial drivers behind tax‑efficient growth.​

    Eager to broaden his technical expertise and gain greater exposure to corporate advisory work, Cameron joined K3TA in January 2026. Since then, he has been involved in a range of compliance and project‑based engagements, particularly those involving corporate transactions and complex compliance matters.​

    Outside of work, Cameron enjoys playing football, competing in chess, and going on long walks.​

    SPECIALISMS​

    • Corporation tax compliance​
    • Transaction-based advisory​

    QUALIFICATIONS​

    • Part Qualified Association of Taxation Technicians (ATT) ​

    RECENT EXPERIENCE​

    • Working on a capital reduction demerger to separate key assets, supporting the transaction from an initial structuring perspective through to implementation.​
    • Preparing the corporation tax compliance for companies in administration​
    • Supporting an exit from an Employee Ownership Trust (EOT), involving detailed financial and tax modelling to assess the implications of the proposed transaction structure​

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  • Damon Wright
    VAT Director
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    Damon Wright

    VAT Director

    I head up the K3 Tax Advisory VAT and other Indirect Taxes VAT team and I am a Director with over 30 year’ experience  in VAT (and other Indirect Taxes). 

    I have a reputation for providing practical, pragmatic and commercially focused advice to businesses of all sizes, from sole prop, OMB, SME to mid and large corporates.

    I started in VAT at HMRC, before moving into practice with Big 4 and mid-tier accounting firms. I have also held two in-house roles with household names (Virgin and Thomas Cook). I am very much a VAT generalist, advising on all areas of VAT, including land & property, VAT exemptions, VAT recovery (including international), VAT liability and VAT compliance, and also have specialist knowledge of international trade in goods and services (B2B and B2C) and the Travel Leisure and Hospitality sector (including TOMS). 

    Qualifications: Member of the ICAEW VAT and Duties CommitteeSpecialisms: supply chains, corporate finance transactions, due diligence, VAT structuring, Travel, Hospitality and Leisure and general VAT advisory and compliance.

    Notable examples clients I have advised on are:

    • A post transaction detailed VAT review of a corporate travel business, regularising its VAT compliance and accounting, leading to the submission of a net VAT reclaim for £250,000 (against a suggested DD risk of a £750,000 liability)
    • The application of the VAT legislation for health-based charity that acquired a large health club estate from a commercial operator, leading to VAT savings of £2m a year
    • Acting as an expert witness in a VAT dispute concerning the application of the Tour Operators Margin Scheme
    • A large funeral-based business on the application of VAT exemptions and VAT grouping legislation, leading to savings of up to £1m per annum
    • A detailed review of a large mechanical engineering company’s international supply chain, helping them to implement Customs authorisations saving £1.5m in Customs Duties per annum

  • Daniel Sladen
    Managing Director
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    Daniel Sladen

    Managing Director

    BACKGROUND​

    Daniel is a Managing Director and co-founder of K3TA specialising in tax advice on complex transactions, financing structures, and cross-border matters.​

    He has over 25 years experience as a tax advisor, much of it gained as an in-house tax specialist in financial sector businesses including major investment banks, wealth managers and private capital firms. Before joining K3TA Daniel worked in professional practice in a top 20 firm advising mid-market and entrepreneurial businesses across a variety of sectors.​

    Daniel also advises business owners and private equity investors on their personal tax position in relation to restructuring investments, extracting funds, and succession planning, advising on corporate, partnership and trust structures. He frequently acts as tax expert witness in high-value financial and matrimonial cases.​

    Daniel is known for bringing his broad knowledge of a wide range of tax areas together to find pragmatic solutions to real-world transactional and structuring challenges. ​

    SPECIALISMS​

    • Mergers & acquisitions​
    • International tax and cross-border financing​
    • Tax structuring​
    • Succession and wealth planning​

    QUALIFICATIONS​

    • Chartered Tax Adviser (CTA)​

    RECENT EXPERIENCE​

    • Giving evidence as single joint expert in divorce proceedings involving a dispute about the tax treatment of offshore family asset holding structures.​
    • Due diligence and structuring support for a hybrid investment and acquisition transaction involving an indirect UK private equity purchase of targets in the UK, Italy and Bulgaria.​
    • Developing a new holding structure for a residential development group to facilitate capital raising from HNW individuals alongside a bespoke carried interest package.
    • Advising on optimisation of offshore management arrangements for a Cayman/UK fund business.​
    • Providing tax advice on set up, HMRC registration and ongoing compliance for a social impact collective investment fund.​
    • Structuring a demerger and JV arrangement to facilitate the merger of two leading food sector businesses.​

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    07920249259
  • David Brindley
    Associate Director
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    David Brindley

    Associate Director

    BACKGROUND​

    Based in Manchester, David is an Associate Director in the Tax Dispute Resolution team at inTAX Ltd, working on complex HMRC investigations and disclosures across the UK. David is a Chartered Tax Adviser (CTA) and an Associate member of the Association of Taxation Technicians (ATT).​

    David began his career at HMRC within the Offshore Fraud Investigation Service, where he was involved in several high-profile cases, including uncovering significant undeclared offshore income and gains from cases brought about by the Panama Papers. ​

    Since transitioning to private practice in 2018, including time at a top 6 accountancy firm, David has developed a strong reputation for delivering strategic, client-focused solutions in the face of challenging HMRC enquiries. His approach is tailored, pragmatic, and always aimed at achieving the best possible outcome for his clients.​

    Beyond client work, David regularly speaks on tax developments and legislative changes, delivering training and insights to fellow tax professionals, accountants, and solicitors.​

    SPECIALISMS​

    • HMRC investigations and disclosures​

    QUALIFICATIONS​

    • Chartered Tax Adviser (CTA)​
    • Associate Tax Technician (ATT)​

    RECENT EXPERIENCE​

    • Led and successfully concluded a Code of Practice 9 (COP9) disclosure to HMRC involving a complex directors extractive fraud case with associated personal tax implications.​
    • Successfully managed and closed a comprehensive cross-tax enquiry into a company, including parallel investigations into the director’s personal tax affairs.​
    • Oversaw and resolved a HMRC Research & Development tax credit enquiry, securing a favourable outcome for the client.​
    • Represented a client at the First-tier Tax Tribunal, including instructing Counsel and managing case strategy.​
    • Achieved a successful resolution in a long-standing dispute through the HMRC Alternative Dispute Resolution (ADR) process.​
    • Handled various HMRC nudge letter campaigns relating to property income, offshore assets, and cryptocurrency holdings.​
    • Produced an expert witness report in connection with a HMRC criminal investigation, supporting the legal team with technical tax analysis.​

  • Dominic Lay
    Tax Director
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    Dominic Lay

    Tax Director

    BACKGROUND​

    Dominic is a corporate tax specialist with a broad range of experience. He is a qualified chartered accountant with the ICAEW, a chartered tax adviser with the CIOT, and he has completed the Advanced Diploma in international tax with CIOT. ​

    Dominic has been exposed to many different businesses during his career working closely with business owners, finance teams, and other professionals across many tax issues, both compliance and advisory related.​

    Dominic is a Director at K3 Tax Advisory and is part of a team of several other senior corporate tax specialists each of whom has their own particular strengths. He enjoys meeting new clients and understanding what they’re trying to achieve, then helping them to achieve that. ​

    Outside of work Dom is a very keen amateur triathlete and spends a lot of his time cycling and running. His two daughters and his wife complete the picture!​

    SPECIALISMS​

    • Employee Ownership Trusts (EOT) tax advice​
    • Large corporate ​
    • International tax​
    • Tax structuring​

    QUALIFICATIONS​

    • Chartered Tax Adviser (CTA)​
    • Chartered Accountant (ACA)​
    • Advanced Diploma in International Tax (ADIT)​

    RECENT EXPERIENCE​

    • Liquidation and administration advisory and compliance work. Dominic works closely with K3TA’s sister company Quantuma which has a large restructuring and insolvency division. Through working with Quantuma he has gained experience on many different cases from high profile through to smaller members’ voluntary liquidations. Each case tends to have a quirk, and he has found that having a good understanding of how the rules apply to a company in administration or liquidation has enabled the team to ensure that clients do not overpay corporation tax.​
    • Working closely with the corporate finance teams in the K3 Group (K3 Advantage, Quantuma and the KBS companies) as well as other referrers and direct, he often gives tax advice on corporate transactions including:​
    • Business reorganisations and reconstructions: Simplifying complex corporate structures, preparing part of a business for sale and facilitating the split of a business or group between shareholders. ​
    • Succession planning and exit routes for owner-managed businesses: Sales to Employee Ownership Trusts, management buyouts, family buyouts and company share buybacks.​
    • International tax. This can be advising a growing UK business on the tax consequences of expanding outside of the UK, related to the consequences of raising finance from outside of the UK, or advising a non-UK business on entering the UK market. He gives UK corporate tax advice and has a good understanding of international tax principles such as transfer pricing, corporate tax residency and double taxation agreements. He also often plays a project management role engaging with non-UK advisors and/or specialists in other areas of tax.
  • Graeme Connell
    Director
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    Graeme Connell

    Director

    BACKGROUND​

    Graeme is a Tax Director at K3 Tax Advisory, who joined the firm in January 2025. Graeme is a Chartered Accountant (CA) and Chartered Tax Adviser (CTA) with senior experience gained at a global management consultancy, a specialist tax boutique, and an international accountancy firm. Graeme has advised a diverse range of clients – from owner-managed businesses and their shareholders to multinational corporate groups, private equity funds and international investors – on a wide range of UK tax matters, including transactions, restructurings, tax compliance, and post-transaction planning.​

    Before joining K3 Tax Advisory, Graeme led the UK-wide Portfolio Tax Services team at a US-based management consultancy, where he advised private equity-owned corporate groups on tax compliance and post-completion tax planning.​

    Graeme has particular expertise in Land and Buildings Transaction Tax. Graeme is the author of Land and Buildings Transaction Tax and Property Taxes, both published by Bloomsbury Professional. Graeme also regularly deliver seminars and training sessions to tax professionals, solicitors, and accountants.​

    Graeme’s approach blends technical expertise with practical, commercial insight. Whether working with business owners planning a succession or advising multinational groups on complex restructurings, he strives to deliver accurate and well-considered tax solutions that support his clients’ broader business and personal goals.​

    SPECIALISMS​

    • Land and Buildings Transaction Tax​
    • Corporate Tax Structuring​
    • Post-transaction planning​

    QUALIFICATIONS​

    Chartered Accountant (ACA)​

    Chartered Tax Adviser (CTA)​

    RECENT EXPERIENCE​

    • Leading the UK tax compliance and group reporting for a global pharmaceutical company with turnover of c.$5bn, owned by multiple private equity investors.​
    • Advising a UK-headquartered multinational on a large-scale group restructuring and refinancing project, balancing tax, commercial, legal, and accounting considerations across multiple jurisdictions.​
    • Working closely with the shareholders of a successful UK consumer business on pre-sale tax planning, including shareholder structuring, succession planning, and facilitating a partial exit to private equity.​
    • Providing detailed LBTT and property tax advice on a variety of properties and estates in Scotland, securing valuable reliefs and minimising tax exposure.​
    • Helping the owners of a fast-growing tech business prepare for their first acquisition, guiding them through tax due diligence, transaction structuring, and integration planning.​
    • Advising portfolio companies of various private equity firms – including CVC, Ara Partners and Sovereign Capital Partners – on post-acquisition tax matters such as interest deductibility, tax forecasting, group rationalisation, and tax accounting.​

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  • Grant Summers
    Director
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    Grant Summers

    Director

    BACKGROUND​

    Grant is a Director who specialises in Tax Investigations. During his career, Grant has successfully negotiated settlements for numerous clients facing complex HMRC issues. He worked for HMRC at Senior Inspector level in the Fraud Investigation Service, prior to joining the accountancy sector.​

    Before joining inTAX, Grant was a Director with a national audit, tax, advisory and risk firm. He has previous experience in Partner and Director level roles at Big Four firms where he specialised in tax investigations.​

    Grant has considerable expertise in COP8/COP9 work, tax residence/domicile and tax schemes defence strategies. He is skilled at making voluntary disclosures to HMRC where matters have been identified at clients undergoing Forensic investigations or pre/post transaction Due Diligence.​ He has represented clients at both Tax Tribunals and in the Court of Appeal, as well as providing expert evidence in the Civil and Criminal Courts. He regularly lectures on investigation and employment tax issues and is a member of the ICAEW Tax Investigations sub-committee.​

    Outside of work, Grant is an elected member of Kettleshulme Parish Council and in his spare time he enjoys field sports and gardening.​

    SPECIALISMS​

    • Tax investigations​
    • COP8/COP9 work​
    • HMRC work​
    • Tax defence strategies​

    QUALIFICATIONS​

    HM Inspector of Taxes​

    Member of ICAEW Tax Investigations sub-committee​

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  • Haroon Ali
    Senior Associate
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    Haroon Ali

    Senior Associate

    BACKGROUND​

    Haroon is a Senior Tax Associate specialising in tax disputes, with extensive experience in managing Code of Practice 9 (COP9) cases.​

    Having started his career in a Tax Disputes-focused team at a top five firm, he has worked closely with Partners to handle complex investigations and negotiate with HMRC on behalf of clients.​ His expertise includes assisting individuals and businesses with ongoing HMRC enquiries, preparing full and accurate disclosures, and working to minimise potential penalties and interest.​ Haroon’s in-depth understanding of HMRC’s processes allows him to provide clear, strategic advice to clients facing tax challenges.​

    Haroon began his career in a leading tax disputes team, gaining hands-on experience in managing complex HMRC investigations. Now, at inTAX, he continues to support clients in navigating tax enquiries with confidence and clarity.​

    Outside of work, Haroon enjoys e-gaming, travelling, and spending time with family.​

    SPECIALISMS​

    • Tax and HMRC enquiries​
    • COP9 cases​

  • Holly Bedford
    Managing Director
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    Holly Bedford

    Managing Director

    BACKGROUND​

    Holly co-founded K3 Tax Advisory in 2021 and leads in the Transactions and Corporate & Structuring teams.  ​

    Holly started her career in the Big 4 in 1991 and worked in the Corporate and International Tax groups in London and the USA. On returning to the UK in 2005, she worked in a specialist corporate finance firm for 10 years providing tax advice to SME owners, due diligence and buy-side and sell-side deal support. Holly then spent 4 years as a Tax Advisory Partner in a medium-sized accountancy firm, leading the Transactional Tax and Employer Solutions services before forming K3 Tax Advisory. Holly is a Chartered Accountant (ACA) and a Chartered Tax Adviser (CTA).​

    Her work focuses on advising on corporate sales and acquisitions, MBOs, group reconstructions, private equity backed corporate finance investments and sales to Employee Ownership Trusts. Holly also specializes in advising on share incentive schemes and employee share related tax issues.​​

    Most of her work involves small- medium sized corporate groups and family companies, often in a first sale to private equity or corporate investors. Holly has over 30 years of tax experience so has an in-depth knowledge of the tax issues facing her clients during transactions and reorganisations, and a deep understanding of the wider commercial and personal aspects of such transactions. She understands the importance of these events in her client’s lives and works to achieve the best possible tax outcome for their unique circumstances. Holly is passionate about delivering an outstanding, highly responsive service with a focus on pragmatism and clear actionable advice.​

    SPECIALISMS​

    • Corporate finance transactions​
    • Employee Ownership Trusts​
    • Tax due diligence​
    • Tax structuring​
    • Employee share incentives​

    QUALIFICATIONS​

    Chartered Tax Adviser (CTA)​

    Chartered Accountant (ACA)​

    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,​
    • A complex demerger of a high-street retail group followed by implementation of a share incentive scheme.​
    • Structuring a private equity acquisition of a large pub group.​
    • Advising a large professional partnership on the sale of their business to a private equity backed investor.​
    • A number of successful sales to EOTs.​

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  • Jack Parker
    Associate Director
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    Jack Parker

    Associate Director

    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.
  • Jeremy Johnson
    Managing Director
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    Jeremy Johnson

    Managing Director

    BACKGROUND​

    Managing Director Jeremy Johnson specialises in tax investigations. Jeremy advises owner-managed businesses and sole traders with tax disputes and disclosures, dealing with technical tax issues for clients.​

    Using his tax expertise, Jeremy provides advice to clients on a wide range of matters including disclosures of errors, running fraud enquiries, conducting appeals and tribunal work and alternative dispute resolution (“ADR”). Having worked within HMRC, he has extensive experience and a deep understanding of the workings of HMRC. This gives Jeremy a unique insight into the best ways to approach and work with the HMRC team. In addition to his technical tax knowledge, Jeremy has broad experience in the legislation that governs time limits and HMRC’s ability to make tax assessments, as well as other procedural matters.​

    Following his training within HMRC and working as a fraud investigator, Jeremy worked at several firms, including the Big Four within their investigations team, before moving to inTAX.​
    Outside of work Jeremy is a keen motorcyclist, usually touring abroad at least each year. He also enjoys cooking and trying new cuisines.​

    SPECIALISMS​

    • Tax investigations​
    • Fraud investigations​
    • Legislation on HMRC tax assessments and procedural matters​

    RECENT EXPERIENCE​

    • Jeremy has recently advised on several matters, including a case where he assisted a client with a fraud enquiry where a company director had submitted false invoices. ​
    • He has also conducted alternative dispute resolution (ADR) for a food retailer who was accused of significant sales suppression by HMRC, which resulted in settling for a small adjustment to VAT, rather than the £700k that HMRC had originally assessed.​

  • Joe McDermott
    Director
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    Joe McDermott

    Director

    BACKGROUND​

    Joe is a Director in the Investigations & Disputes team at K3 Tax Advisory.​

    He began his career in tax on HMRC’s Tax Specialist Programme and qualified as a fully trained Inspector of Taxes. During his time in HMRC’s Fraud Investigation Service, Joe led complex investigations into suspected tax fraud under Code of Practice 9 (COP9).​

    Since joining inTAX in 2018, Joe has helped owner managed businesses, high net worth individuals, partnerships and sole traders navigate a wide range of tax disputes. ​

    Whilst Joe deals with problems across all areas of tax, his speciality is in resolving complex cross tax enquiries and cases involving suspected tax fraud.​ He has in-depth knowledge of HMRC’s information and inspection powers, assessing time limits and penalty procedures. Joe is highly skilled in identifying HMRC’s core concerns and narrowing the scope of enquiries to the issues that truly matter. ​

    Tax disputes can be overwhelming – especially when clients don’t know what to expect or when their affairs are in disarray. Joe’s focus is on quickly identifying the key issues and building a clear, practical strategy. He prides himself on translating complex tax matters into plain English. His goal is to offer clarity, confidence, and reassurance every step of the way.​

    Away from his desk, Joe is with his family, out on the golf course, or following Arsenal.​

    SPECIALISMS​

    • Resolving complex cross tax enquiries​
    • Fraud investigation​
    • HMRC procedures​

    QUALIFICATIONS​

    • HM Inspector of Taxes​

    RECENT EXPERIENCE​

    • Successfully led appeals to the Tax Tribunal securing HMRC’s withdrawal of VAT assessments, deliberate penalty assessments and a Personal Liability Notice.​
    • Supported multiple clients throughout COP9 investigations – from HMRC’s Contractual Disclosure Facility (CDF) offer through to settlement.​
    • Advised two clients through the rejection of HMRC’s COP9 offer, ultimately securing outcomes with no amendments to their tax positions.​
    • Supported clients in dealing with Notices of Requirement to give security (NOR).​
    • Resolved tax disputes relating to offshore interests and tax residency.​
    • Helped clients who had previously not filed self-assessment returns in bringing their tax affairs up to date.​
  • Kayleigh Everson
    Associate Director
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    Kayleigh Everson

    Associate Director

    BACKGROUND​

    Kayleigh heads up the Family and Wealth team at K3 Tax Advisory and she is an Associate Director within the firm.​ She joined K3TA in October 2021, following seven years in a regional South-West firm where she specialised in private client advisory work. Kayleigh began her career in 2012, training with a Big 4 firm. Kayleigh is a Chartered Tax Adviser (CTA), an Associate of the Association of Taxation Technicians (ATT), and she also holds the Advanced Diploma in International Taxation (ADIT).​

    Kayleigh’s work focuses on private client tax matters, with a particular emphasis on advising high net worth individuals and families. She has experience in issues involving offshore trusts, inheritance tax planning, capital gains tax, and the complex tax implications of divorce.​

    While her clients come from a wide range of backgrounds, Kayleigh does her best work helping people make sense of intricate tax issues, especially in emotionally or financially pressured situations. She is known for her clear, approachable style and for helping clients “see the wood for the trees”.​ In addition to client work, Kayleigh speaks on tax developments and legislative changes, delivering sessions for fellow tax professionals, accountants, and solicitors.​

    Kayleigh lives in Plymouth and is actively involved in the local live music scene.​

    SPECIALISMS​

    • Inheritance Tax ​
    • Complex Residency Cases ​
    • Former Non-Domiciles ​
    • Divorce Cases​

    QUALIFICATIONS​

    • Chartered Tax Adviser (CTA)​
    • Associate Tax Technician (ATT)​
    • Advanced Diploma in International Taxation (ADIT)​

    RECENT EXPERIENCE​

    • Advising law firms on their divorcing spouse clients on the tax treatment of trust interests and overseas assets worth over £10 million, including planning around the timing of disposals and international reporting.​
    • Assisting a non-UK domiciled client with restructuring their offshore trust to mitigate UK inheritance tax exposure, while remaining compliant with the former remittance basis of taxation.​
    • Advising a client on the sale of their business while planning a relocation to Ireland. The transaction required careful coordination to avoid exposure to both UK and Irish capital gains tax. By working closely with Irish advisers, we helped structure the deal and timeline the move to align with the family’s plans, enabling the client to minimise tax liabilities and take time out to travel post-sale.​
    • Supporting a UK-resident HNW individual with lifetime IHT planning involving gifts, business relief, and trust creation with assets held across multiple jurisdictions.​
    • Delivering training sessions on the reforms to divorce taxes for legal and tax professionals.
  • Liam Chalmers
    Associate Director
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    Liam Chalmers

    Associate Director

    BACKGROUND​

    Liam is an Associate Director working for inTAX, a team which specialises in Disputes and Resolution with HMRC. ​

    Liam joined inTAX in September 2022, following 9 years at HMRC where he completed the Tax Professional Development Scheme and led cross-tax fraud investigations into owner managed mid-sized businesses. Although his qualifications were focused on direct taxes, he has knowledge and experience across all taxes and HMRC processes, including Insolvency, Debt Management and Litigation. ​

    Liam’s work focuses on disputes clients have with HMRC, ranging from responding to nudge letters and requests for information by HMRC, to assisting with Code of Practice 9 fraud investigations and everything in between. Liam is also in the process of developing business in the cryptoasset space, building on his personal experience and knowledge as well as his contributions to the HMRC Cryptoasset Policy Team during his tenure. ​

    Liam prides himself on being able to adapt his approach and communication with a person depending on who he is dealing with. He has found that this enables him to develop trust with a client quickly and often find an edge when negotiating with a HMRC compliance officer. Although Liam enjoys winning at a Tribunal hearing (who doesn’t!), he feels far more accomplished when he is able to persuade HMRC to agree a favourable settlement for a client outside of litigation. ​

    Outside of work, Liam is a keen road cyclist and recently completed an ‘Everesting’ as part of setting a group Guinness World Record. ​

    SPECIALISMS​

    • Cross-tax fraud investigations​
    • HMRC disputes​
    • Cryptoassets​

    RECENT EXPERIENCE​

    • Success at Tribunal in both a £1m+ ‘trade vs personal residence’ case, and a late appeal case. The decision for the former was made public and resulted in further business for the firm. ​
    • Negotiated a deliberate VAT assessment of £2m+ down to a non-deliberate contract settlement of £150k, and a £450k Director’s Loan Account case to nil. ​
    • Negotiated a settlement at an Alternate Dispute Resolution meeting with HMRC for a high-profile case, preventing it from reaching a Tribunal hearing where publicity would be a consequence. ​
    • Successfully navigated winding up enforcement action on 2 occasions for a business with 600+ employees, allowing the business to continue trading as normal. ​
    • Held a Crypto x Tax livestream with a crypto community, providing information on the various tax considerations involved in trading cryptoassets. ​

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  • Maisie Rogers
    Tax Associate
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    Maisie Rogers

    Tax Associate

    BACKGROUND​

    Maisie is a Tax Associate at K3 Tax Advisory who works across the Family & Wealth, Corporate & Structuring, and VAT & Indirect teams as required. Maisie is exam qualified in the Association of Taxation Technicians (ATT) and is working towards becoming an exam qualified Chartered Tax Adviser (CTA) by Spring 2026.​

    Prior to joining K3TA in November 2024, Maisie achieved a First Class undergraduate degree in Economics and Finance and completed her postgraduate legal education to the same standard. Maisie was called to the Bar of England and Wales in 2024 and is an unregistered barrister. Alongside her education she gained experience working with accountants, solicitors, barristers, and a Big 4 firm, both in the UK and internationally.​

    Maisie’s academic and professional background underpins the structured and analytical approach she brings to interpreting complex tax legislation and conducting detailed legal research on various tax issues.​

    SPECIALISMS​

    • Tax legislation​
    • Legal research​

    RECENT EXPERIENCE​

    • Worked alongside international trustees to assess disguised remuneration and loan charge risks of an employee benefit trust and a funded unapproved retirement benefit scheme. ​
    • Reviewed English and European case law and statute to determine VAT exemption eligibility of invasive cosmetic surgeries.​
    • Evaluated the historic capital gains tax position on investment properties in a complex divorce case to assist in the preparation of a single joint expert report.​
    • Prepared numerous advisory reports on the application of various tax reliefs including Business Asset Disposal Relief and Business Property Relief following the changes in the Autumn 2024 Budget.​
  • Mohammed Patel
    Tax Manager
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    Mohammed Patel

    Tax Manager

    BACKGROUND​

    Mohammed is a Tax Manager, part of the Corporation Tax Team at K3 Tax Advisory, specialising in transaction-based advisory work.​

    Mohammed began his career at KPMG before moving to Deloitte, gaining eight years of experience across the Big Four. During this time, he worked in a variety of departments before specialising in transaction tax.​

    He has qualified as an Accounting Technician (AAT) and ICAEW Chartered Accountant (ACA).​

    Mohammed joined K3TA in September 2025 as a Tax Manager.  Mohammed works with a diverse portfolio of clients ranging from small owner-managed businesses to large multinational groups dealing with international tax challenges.​

    SPECIALISMS​

    • Transaction-based advisory including tax due diligence​
    • Tax structuring and demergers​
    • International tax​
    • Employment related securities ​

    QUALIFICATIONS​

    Chartered Accountant (ACA)​

    Association of Accounting Technicians (AAT)​

    RECENT EXPERIENCE​

    Recent projects have included tax due diligence projects, implementation of share option schemes for employers wanting to incentivize their employees, working on various company demergers from the initial stages to obtaining clearances from HMRC and up to implementation of the restructure, and preparing growth share option advance assurance clearances.​

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  • Nick Betteridge
    Tax Associate
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    Nick Betteridge

    Tax Associate

    BACKGROUND​

    Nick predominantly works in the tax due diligence team, while also assisting with various Corporate and Transaction work. He joined K3TA in March 2023, following a year and a half in a tax investigations firm where he began his career in Tax. Nick studied at Bournemouth University, where he achieved a First Class Honours in M.A. International Finance and Economics, gaining valuable knowledge of the behaviour of businesses, financial markets and the economy as a whole, integrated with the fundamentals of tax throughout.​

    Assisting the Corporate and Transaction teams, Nick advises clients transitioning to Employee Ownership Trusts (EOT’s), involving report preparation, corresponding with HMRC regarding tax clearance and trust registrations, as well preparing pre-sale tax reports for companies prior to selling. Additionally, he project manages the company’s tax due diligence projects, consisting of coordinating the projects as well as assisting in the report preparation process. Nick also occasionally works on private client matters, specifically, in compliance, where he prepares and submits annual tax returns for UK and international clients.​

    Nick lives in Chelmsford and plays Sunday league football for his local team.​

    SPECIALISMS​

    • Private client compliance ​
    • Employee Ownership Trusts (EOTs)​
    • Due diligence​

    RECENT EXPERIENCE​

    • Previously, he worked at inTAX, developing essential skills and experience in Code of Practice 9 (CoP9) and Voluntary Disclosures, as well as various excel related calculations including analysis of bank statements.​
    • Prepared recent annual tax returns which involved a multitude of income sources, from income relating to employment, interest, dividends and pensions, to partnerships, rental and capital gains on the sale of properties, intertwined with various residency and domicile backgrounds. ​
    • Assisted companies transitioning to EOT’s which entailed corresponding with HMRC by submitting statutory clearance for the sale, as well as registering the trust post completion and preparing tax reports to explain the structure of the transaction and trust, the conditions and requirements of the trust, combined with providing fundamental considerations for the trustees, directors and employees to note and abide by in the future.​
    • Prepared pre-sale tax reports for companies’ pre-sale, detailing capital gains tax and business asset disposal relief on sales proceeds, while informing clients on key planning areas. ​

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  • Paige Andrews
    Tax Associate
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    Paige Andrews

    Tax Associate

    BACKGROUND​

    Paige is a Tax Associate, part of the Family and Wealth team at K3 Tax Advisory, working mostly with Inheritance Tax and Residency tax planning.​

    After graduating with a Financial Economics degree, she moved into a Payroll Executive role where she obtained the CIPP Level 4 Payroll Specialist qualification and built strong relationships with a large portfolio of clients of difference sizes and different industries, ranging from local Councils and Schools to small businesses in the area. ​

    Paige gained experience in advising clients on payroll regulations and employer responsibilities on reporting to HMRC. This role exposed her to a strong base knowledge for income tax calculations and regulations, and this is where Paige gained the interest in further developing into a tax specific role, as she most enjoyed communicating with clients and assisting them step by step where necessary. ​

    Paige joined K3TA in March 2026 and plans to extend her skillset by completing the ATT and CTA qualifications in the future. ​

    SPECIALISMS​

    • Inheritance Tax​
    • Residency planning​
    • Tax Compliance ​

    QUALIFICATIONS​

    • Studying towards Association of Tax Technicians (ATT)​
    • CIPP Level 4 Payroll Specialist ​

    RECENT EXPERIENCE​

    • Paige has assisted on the first stage of both residency tax planning, and inheritance tax planning for a wide range of clients, as part of her training with K3TA. ​

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  • Paul McFarlane
    Tax Manager
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    Paul McFarlane

    Tax Manager

    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.​

  • Paul Sanders
    Senior Tax Manager
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    Paul Sanders

    Senior Tax Manager

    BACKGROUND​

    Paul is a tax investigation specialist, with over 40 years experience in Direct Taxes, and he is a Senior Tax Manager within inTAX.​ He joined inTAX in October 2020, following a short spell with a Top 10 firm. He is a former Senior Inspector of Taxes having worked in HMRC for over 35 years. Whilst in HMRC, Paul joined the Fraud Investigation Team in 2012, where he worked cases of suspected fraud under Code of Practice 9 (COP9).​

    Paul supports individuals and companies that are subject to HMRC investigations/enquiries. His expertise includes dealing with Code of Practice 8/9 cases (COP 8/9), using strong analytical skills and being able to use his negotiating skills to successfully resolve issues.​ His work generally focuses on Direct Taxes, for businesses of all sizes, from sole traders, OMBs, SMEs and mid/large companies. Paul also has experience in dealing with CIS, NICs and some VAT / Customs duties.​

    He is passionate about securing the best possible outcome for clients and he can help and guide them around the potential difficulties that can arise when dealing with HMRC. His aim is to ensure that clients only pay the minimum duties required by legislation.​

    SPECIALISMS​

    • Direct Taxes​
    • Fraud investigation​
    • COP8/COP9 cases​

    QUALIFICATIONS​

    • HM Inspector of Taxes​

    RECENT EXPERIENCE​

    • Assisting a large company in their appeal against HMRC’s refusal to allow Returned Goods Relief (RGR). Although not agreed by HMRC at ADR, HMRC eventually accepted the RGR claim, without the need to attend Tribunal, resulting in a repayment of £500K+ to the client. ​
    • Negotiating IR35 cases with HMRC, in respect of people within the entertainment industry.​
    • Successfully assisted a client, in re-negotiating a COP9 settlement with HMRC, following what we believed to be incorrect advise provided by the previous advisors. ​
    • Helping clients navigate the various disclosure options and submitting disclosures using the most suitable HMRC schemes available to them.​
    • Supporting and assisting numerous clients throughout HMRC investigations/enquiries, taking the pressure away from them, during what is often a stressful period.​
    • Negotiating a contract settlement in a long running complex investigation, including Intellectual Property (IP) valuations. Pressure put on HMRC for a F2F meeting with Shares Valuation Division (SVD) to discuss. Within 2 weeks of meeting with SVD, settlement agreed. ​
    • Helping a client, with a technical and sensitive issue around ‘Gift With Reservation’ (GWR) and IHT. With the use of technical arguments and Tax Cases, reached agreement with HMRC that sizeable IHT assessments should be reduced to Nil.

  • Peter Fussell
    Tax Associate
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    Peter Fussell

    Tax Associate

    BACKGROUND​

    Peter is an Associate within the Family and Wealth team at K3 Tax Advisory. ​He joined K3TA in 2025 and is working on building up his portfolio of clients. ​

    After graduating in 2021, Peter started his career with a top 40 Accountancy practice working in both corporate and personal tax compliance. After a year, Peter moved to focus on private client tax. ​ His work to date has included a blend of compliance and advisory work across a range of private client matters, including inheritance tax, capital gains tax, transactions and residency. ​

    Peter is located in Bristol and loves practising the drums and attending live music events.  ​

    SPECIALISMS​

    • Inheritance tax​
    • Capital gains tax​
    • Transactions​
    • Residency​

    QUALIFICATIONS​

    • Chartered Accountant (ACA)​

    RECENT EXPERIENCE​

    • Preparing inheritance tax advice for property portfolio holders and family investment companies, including the use of gifting, discretionary trusts and freezer and growth shares. ​
    • Preparing an advisory report for a client leaving the UK ahead of a business sale, laying out how to maintain a non-UK tax resident status. ​
    • Interpreting new legislation such as the new long-term non-residency rules for inheritance tax and preparing internal notes for their application to client work. ​
    • Preparation of complex tax returns which include earn-outs, split year treatment and liquidation payments.

  • Sarah Stocks
    Tax Associate
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    Sarah Stocks

    Tax Associate

    BACKGROUND​

    Sarah is a Tax Associate, part of the Employment Solutions Team at K3 Tax Advisory.​

    Sarah graduated with a first class Master of Pharmacy degree and began her career in the pharmacy sector before joining K3TA in October 2025. Her background has equipped her with strong attention to detail, analytical precision, and the ability to work effectively within highly regulated environments, all skills that support the delivery of high quality, compliant work in employment tax.​

    Now at the early stage of her tax career, Sarah is actively developing her technical knowledge and gaining practical experience within employment tax. She is committed to building a strong foundation in the field and is focused on further advancing her expertise through the completion of the ATT and CTA qualifications​

    SPECIALISMS​

    • Employment tax​
    • Due diligence​

    QUALIFICATIONS​

    Studying towards Association of Tax Technicians (ATT)​

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    RECENT EXPERIENCE​

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    Supporting the Employment Tax team on due diligence projects, reviewing employment tax risks and contributing to reporting for clients. ​

    Supporting the preparation and drafting of voluntary disclosure reports for later submission to the HMRC.​

    Supporting the preparation of employment tax advisory work by reviewing client processes and assessing their alignment with relevant legislation.​

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  • Scott Campbell
    Director
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    Scott Campbell

    Director

    BACKGROUND​

    Scott is head of K3 Tax Advisory’s employer solutions team and an employment tax specialist advising on both UK domestic and international employment tax matters, UK national insurance and national minimum wage. He also specialises in advising on the construction industry scheme (CIS) and both the onshore and offshore intermediaries (agencies) legislation. ​

    With over 15 years experience advising employers and their employees across a spectrum of circumstances, from newly established to large multi-national employers; Scott’s range of experience includes assisting employers implementing new employment policies, support through HMRC compliance checks and advising and addressing employment tax related issues arising from due diligence.  ​

    He seeks to use his experience and knowledge to help his clients make sense and address the technicalities within employment tax, with as little impact on them and their employees as possible. With considerable experience managing HMRC enquiries and addressing employment tax issues arising from due diligence, he strives to give clear guidance to his clients in these highly emotive and stressful situations, helping them achieve the best possible outcomes. ​

    Scott has spent time working in professional practice with a mid-tier firm of accountants before moving in-house to work for Subsea 7 as an employment tax manager responsible for the global employment tax obligations of their 10,000 globally mobile employees and sub-contractors. Before joining K3TA, Scott moved back into professional practice with a top 20 accountancy firm, spending 7 years working as a senior tax manager and latterly a tax director leading the firm’s employment tax offering. ​

    Outside of K3TA, Scott is the third generation of a family of builders and runs his own property company, giving him a unique practical insight to the CIS issues facing his construction clients.  ​

    SPECIALISMS​

    • UK employment tax compliance​
    • International tax and global mobility​
    • Contractor taxes​
    • National minimum wage​

    QUALIFICATIONS​

    • Associate Tax Technician (ATT)​
    • Chartered Tax Adviser (CTA)​

    RECENT EXPERIENCE​

    • Securing a low risk rating for the employment status compliance of a large multi-national group as part of HMRC’s large business risk review. ​
    • Supporting a professional sports agent to premier league footballers through a HMRC IR35 enquiry. ​
    • Successfully saving a client £5m per annum in cashflow by challenging HMRC’s removal of the Company’s CIS gross payment status after resignations within the Company finance team lead to mistakes being made following their CIS compliance process, resulting in underpaid CIS.   ​
    • A post transaction voluntary disclosure of multi-million employment income payments paid to the former directors of a SME that had not been subject to PAYE and national insurance, negotiating a favourable settlement with HMRC that included mitigating the potential six figure penalties to nil.

  • Sean O’Hara
    Assistant Manager
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    Sean O’Hara

    Assistant Manager

    BACKGROUND​

    Sean works within the Family and Wealth team at K3 Tax Advisory and he is an Assistant Manager within the firm. He joined K3TA in February 2023 having previously worked at a Big 4 firm and an independent practice where he gained experience in tax compliance and tax advisory matters. ​

    Sean specialises in private client tax, with a particular focus on advising high-net-worth individuals and families. Sean’s experience includes matters involving tax residency planning, inheritance tax planning, capital gains tax, and the complex tax considerations that can arise in the context of divorce. ​

    He works with a wide range of clients and adds value by being straightforward, down-to-earth, and good at cutting through jargon to give clear, practical advice. ​

    Sean lives in Northumberland and spends a lot of his time outside of work at his local athletics track.​

    SPECIALISMS​

    • Private client tax​
    • Advising high-net-worth individuals and families​

    QUALIFICATIONS​

    • Associate Tax Technician (ATT)​

    RECENT EXPERIENCE​

    • Advising a client on the sale of their business while planning a relocation to Ireland. We provided strategic guidance to ensure a smooth transition and support for the client at each step of the process. Working closely with Irish advisers, we structured the transaction to minimise exposure to both UK and Irish capital gains tax. By aligning the sale and relocation timeline with the client’s personal plans, we helped them reduce their tax liabilities and create space to enjoy extended travel after the sale.​
    • Assisting a client in reviewing their personal and business assets to develop a strategic plan for reducing UK inheritance tax exposure. By focusing on lifetime planning opportunities, we helped them structure the transfer of wealth to their family in a tax-efficient way, helping to preserve value across generations.​
    • Advising law firms on their divorcing spouse clients on the tax treatment of marital assets, including planning around the timing of disposals and international reporting.​

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