Jon began his tax career with the Inland Revenue, where he qualified with the Association of Taxation Technicians.
After leaving the Inland Revenue in 1997, Jon joined a small Liverpool based accountancy firm before spending 13 years at Rathbone Trust Company Limited (part of Rathbone Bros Plc), where he qualified as a Chartered Tax Advisor in 2000.
During his time at Rathbones Jon specialised in the provision of private client tax advice for HNWI’s and UHNWI’s particularly in the field of offshore trusts and their beneficiaries. Jon joined R&H Trust Company (Jersey) Limited in June 2010 where he assisted the Trustees and Directors on the day to day running of trusts and companies from a tax perspective, which has given him a valuable insight into the workings of offshore trust businesses and the issues that Trustees face on a day to day basis.
Jon was also responsible for the day to day management of R&H Jersey’s tax department, with responsibility for both UK and Jersey tax reporting requirements. Jon joined Specialist Taxation Services in January 2014 as the Director responsible for compliance and computational services. Jon draws on his previous experience to assist both UK and offshore Trustees on their tax obligations, together with advising their related beneficiaries on receiving distributions in a tax efficient manner.
In addition To the above Jon provided technical support to the investigational team dealing with HMRC enquiries under Code 8 & 9 as well as the various HMRC disclosure facilities. Whilst at STS Jon concluded a number of investigations for individuals and trustees.
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