David works out of the firm’s London and St Albans offices and is a highly experienced tax professional. He works with a wide range of businesses, ranging from small family companies to large entrepreneurial corporations, as well as charities and not-for-profit organisations.

David provides advice on issues including, Entrepreneurs’ Relief, Substantial Shareholding Exemption and Inheritance Tax Business Asset Relief. Working closely with the Corporate Finance Team, David is able to provide tax guidance on all aspects of the purchase and sale of businesses. He also advises on reorganisations of businesses, including incorporations, statutory demergers, capital reduction schemes and section 110 reconstructions. Additionally, David has specialist knowledge on tax issues around funding, share schemes and fiscal valuations for the purposes of employment-related securities.

David has co-authored chapters on: Selling a Company, Buying a Company and Franchising for Tolley’s Tax Planning 2016 and is a frequent contributor to the firm’s Business blog. He also enjoys presenting at seminars on tax issues relating to entrepreneurial businesses and charities.

The Charity and Not-for-Profit sector is of particular interest to David, who is able to provide advice on all tax issues, including registration, the review of income streams, use of subsidiaries, issues around Gift Aid and advice on meeting exemptions for mutual trading.

David joined Mercer & Hole at the start of 2016, a progressive step in a career, which has spanned more than 30 years. Previously, he was at Kingston Smith for nearly ten years and Grant Thornton before that.

Outside of work, David is actively involved in his local church, where he especially enjoys preparing and preaching sermons. He also enjoys following UK and international politics and current affairs.

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