Areas of expertise
Personal and shareholder taxes; tax issues for entrepreneurs and business owners; partnerships; family investment structures.
Experience
Peter works with clients making sure their tax profiles are aligned with and complement their personal, family and business plans.
Peter has over 20 years’ experience in tax, with a varied client base of family groups, entrepreneurs, artists and entertainers.
He leads Smith & Williamson’s Scale-Up programme in the South West: an integrated suite of solutions, expertise and support, designed to help businesses scale quickly.
Notable achievements
- Advising an active and entrepreneurial family group, working with them on the sale and stock market listing of multiple business interests.
- Working with founders of technology businesses on tax aspects of fund raising, employee incentive, share sales, and reinvestments.
- Advising clients on the tax aspects of structuring private and quoted investment structures.
Professional qualifications/memberships
Peter is a member of the Chartered Institute of Taxation (CIOT).
