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.
