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.
