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Daniel is a dual handler, with experience in both US and UK personal taxation. He provides US and UK advice on a wide range of private client tax issues. His specialist focus is providing advice to individuals working within partnerships in the investment and alternative asset management industries, as well as providing advice on personal tax issues for expatriate employees.
He is an Enrolled Agent (EA), enrolled to practice before the Internal Revenue Service (IRS) in the US and a Chartered Tax Advisor (CTA) in the UK.
Daniel won Gold for Accountant of the Year — Manager 5–10 years in Citywealth’s Future Leaders Award 2020. He was shortlisted for Mentor of the Year in Citywealth’s Future Leaders Award 2020. Daniel was also listed in Citywealth’s Future Leaders Top 100 2020 and Top Recommended 40 Under 40 2022.
Daniel holds a Bachelor of Science (BSc) in Economics from University of Reading.
How Daniel is building a better working world
“I enjoy working with private client individuals and families to provide easy-to-understand tax advice, and deliver tax compliance services. I believe this provides for a better working world, so that our clients can devote their time to their businesses and personal family interests. It is therefore vital that we build strong relationships with our clients to understand their needs and know how best to provide our services.”