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.
