Jonathan joined Buzzacott in March 2016 and is a Manager in our Expatriate Tax Services team.
He works primarily with US persons living in the UK. These individuals range from those who have recently started their careers all the way up to CEOs of FTSE 100 companies, and then finally to retirees. As US citizens are impacted by the US tax system wherever they live, Jonathan supports clients in ensuring they are compliant in both the UK and US, providing assistance to help make their circumstances as tax efficient as possible.
Jonathan and the team also provide advice and guidance. This includes reviewing clients' investments, savings and retirement planning and support for clients who have more complex arrangements such as trusts, limiting any adverse consequences from income or distribution events. Jonathan’s area of specialist knowledge is globally mobile employees, including secondments to the UK and the implementation of UK and US tax efficient remuneration packages.
Teams Jonathan collaborates with include Buzzacott’s Financial Planning team, adding financial advice that compliments the tax advice provided when reviewing a client’s financial assets, the Corporate team when offering services to clients with companies and the Tax Investigations team, helping the client to swift and efficient resolutions during HMRC enquiries or disclosures.
Prior to joining Buzzacott, Jonathan worked at another mid-sized firm, specialising in US expatriate tax for over five years. He is an Enrolled Agent (EA) and qualified with the Association of Taxation Technicians (ATT).