Team

 
 

Our Experience

Our team has over 35 years of combined experience working in “Big 4’’ private client and corporate real estate tax teams, advising high net worth individuals, entrepreneurs and large real estate and other businesses on very significant projects covering a broad spectrum of personal and corporate taxes.

 
 

Paul Day
Partner

Paul is a Chartered Tax Adviser (CTA) with over 15 years of experience, 10 of which were in the Private Client & Family Office Tax department at KPMG LLP, where he was a Director before leaving to set up Family Office Tax in 2020. Paul advises on all aspects of UK personal tax but has a particular focus on international tax issues with many of his clients being non-UK domiciled and/or non-UK resident, often with complex non-UK wealth holding structures. Paul is also an active member of the Chartered Institute of Taxation (CIOT) Technical Committee.

 
 

Laura Jones
Partner

Laura is a Chartered Accountant (CA) and a Chartered Tax Advisor (CTA) with 8 years of experience in the Private Client & Family Office Tax department at KPMG LLP, where she was a Senior Manager before leaving to join Family Office Tax in 2021. Laura advises on all aspects of UK personal tax but has a particular focus on family or private business restructuring (cash extraction, exits and succession planning) and their interaction with international tax issues (non-UK structures and the special regime for non-UK domiciled individuals). Laura is also an active member of the Chartered Institute of Taxation (CIOT) Technical Committee.

 
 

Simon Burbridge
Director

Simon is a Chartered Accountant and a Chartered Tax Adviser with over 20 years of corporate tax experience, including 12 years with KPMG LLP where he was an Associate Partner in the Real Estate team and 8 years with Ernst & Young LLP. Simon advises on all aspects of corporate tax with a focus on real estate and has significant transactional, fund and UK/international tax experience.

 
 

Our Network

We know from experience that there will be times when specialist tax input (such as non-UK, VAT or stamp taxes advice) is needed, second opinions (such as from Tax Counsel) are warranted, or other specialist input (such as legal, accounting or valuations advice) are required to deliver a complete project. We can leverage our substantial network of contacts in a wide range of different fields, bringing in the right specialist for the right price, and directing their input into the project so that it runs smoothly for our clients.