Biography

I am a tax partner at Travers Smith specialising in the taxation of private capital managers, investment funds and their investors.

I have a broad practice advising private capital managers on the tax issues affecting their businesses and products and institutional investors on their participation in investment structures.

My clients include the full spectrum of alternative private capital managers from global multi-strategy houses to European based start-up teams. I advise them on the structuring and formation of private and listed alternative investment funds, remuneration structures including carried interest and co-investment arrangements, the tax aspects of liquidity solutions including GP and LP-led secondary transactions as well as advising them on the complex tax issues affecting their businesses from tax authority enquiries and investigations to restructurings, succession planning and management spin-outs. The majority of my work has an international element.

I am a member of the Alternative Credit Council Tax Committee, a member of Invest Europe’s Tax Committee and a member of the Income Tax Sub-Committee of the Law Society. I am regularly invited to speak at conferences and write for leading tax publications.