Areas of expertise
Business Tax, Real estate & construction; support services; retail.
Zoe is the Head of Business Tax Services for Smith & Williamson’s Bristol office and prior to joining Smith & Williamson in July 2017, Zoe was a Corporate Tax Partner at EY for 9 years and before that she was at Deloitte for 10 years. She has over 24 years’ experience in the provision of domestic and international corporate tax advice, fund structuring and M&A transactions, with a specific focus on the Real Estate & Construction and Outsourcing sectors.
Zoe advises on tax matters arising from tax compliance and reporting as well as projects including providing due diligence and tax structuring advice on transactions in particular in the Real Estate & Construction, Retail and Outsourcing sectors. She also advises on many infrastructure projects, in particular PPP and PFI projects, this advice typically includes restructuring and refinancing and reviewing financial models for both the public and private sector.
Zoe is the Global tax compliance and advisory partner for a number of clients, these have included Berkeley Homes, Barratt Developments, British Land, Carpetright, Fat Face, Imperial Brands, Interserve, Serco and Taylor Wimpey and has significant experience of negotiating with HMRC and obtaining rulings from Tax Authorities.
Zoe is a regular speaker at external conferences for the past 15 years and has led a number of seminars and workshops for clients.
- ACA, CTA
- Member of Investment Property Forum