I am a leading pensions industry expert, assisting clients in addressing the opportunities and pitfalls presented by the ever-changing pensions tax regime. Areas I advise on include design and delivery of executive packages, and establishing controls to minimise the risk of tax surcharges and penalties. Experience developed over many years as a scheme actuary and partner at LCP giving general pensions advice gives me a very good base from which to put this very technical area into a practical context for pension trustees, employers and members, as well as in discussions with HM Treasury and HM Revenue & Customs.
I am a regular conference speaker for the ACA, the Actuarial Profession and at LCP's popular Breakfast Briefing sessions.
I am also one of LCP’s spokespeople - if you wish to discuss taxation you can contact me directly on +44 (0)20 7432 6621.
I am Chair of the Pensions Taxation Committee of the Association of Consulting Actuaries (ACA) - so continuously involved in the ACA’s responses to Government departments’ consultations on changes; as well as working with the industry and HMRC, to bring out the interaction of the existing complex tax framework (not least the Lifetime Allowance and Annual Allowance) with real life pension scheme structures.
Excellent clear presentation and knowledge of what is a complex area.
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Our tax tools help you communicate the latest tax changes to your employees in a straightforward way.
We help pension scheme trustees and sponsors to determine the ultimate destination for their scheme and help them put together a plan to get there, including how to effectively manage the risks they face along the way.