Jonathan is an experienced private client and partnership tax professional. He has a focus on high-net-worth individuals, pensions and professional practices.
Along with his day to day work, Jonathan co-ordinates the firm’s Annual Tax on Enveloped Dwellings (ATED) service for its clients.
Jonathan joined Saffery in 2004 and qualified as a Chartered Tax Adviser the same year.
Key experience
- UK tax compliance services, including tax returns for individuals and partnerships,
- Pension tax planning and compliance for individuals,
- ATED compliance and advisory services,
- Advising non-domiciled and non-resident individuals including the Statutory Residence Test,
- Dealing with HMRC enquiries.
Interests
Outside of work, Jonathan’s interests include travelling, running and playing snooker.