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.
