Senior Manager
Dan has worked in Tax for the best part of a decade, studying ATT and CTA at two smaller local firms before joining LB Group in early 2022.
Dan specialises in advising our Personal Tax clients and Owner-Managed Businesses, as well as overseeing the annual Self-Assessment, P11D and Employment Related Securities processes and reviewing complex cases involving High Net Worth Individuals, Share Disposals and Non-resident/Non-domiciled clients. Dan takes great pride in implementing efficient and accurate processes across LB Group to ensure our clients receive the best possible service.
In Dan’s spare time, he enjoys playing bowls for Colchester and Essex, where he has won 3 Bowls England National Titles as part of the Essex team.
Expertise
Insights
Making the most of your pensions, from a tax perspective
September 11, 2024
Reviewing tax benefits and implications of pension schemes during Pension Awareness Week 9-13 September 2024.
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Benefits in Kind – Regulatory update
September 9, 2024
From April 2026, Benefits in Kind (BIKs) through Payroll will be mandatory, as announced by HMRC in January.
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Shining a light on our Payroll Champions during National Payroll Week.
September 4, 2024
This National Payroll week we celebrate and shine a spotlight on our Payroll champions.
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