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.
