Zoe Thomas

Partner, Head of Bristol Tax

Areas of expertise

Business Tax, Real estate & construction; support services; retail.

Experience

Zoe is the Head of Tax 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 25 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 tax partner for a number of clients, these have included Berkeley Homes, Barratt Developments, British Land, Carpetright, Fat Face, Imperial Brands, Interserve, John Lewis, Land Securities, Macquarie, MOD, New Look, Serco, Severn Trent, Shaftesbury REIT and Urban Logistics REIT.

Zoe is a regular speaker at external conferences for the past 20 years and has led a number of seminars and workshops for clients.

Professional qualifications/memberships

  • Qualified as a Chartered Accountant in 1998
  • Qualified as a Chartered Tax Adviser in 2001
  • Member of the CIOT Property Taxes Committee

 

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