Simon is a Chartered Tax Adviser with over 25 years in professional practice, having qualified in 1996 as one of the youngest Chartered Tax Advisors with Baker Tilly. He cut his teeth in sophisticated tax planning with an offshoot of Schroder Asset Management and then a high end tax boutique advisory practice. Prior to founding Engaging Tax he was Head of Tax with the wealth management arm of a premier global wealth management firm.
Simon has a thorough and detailed understanding of Income and Capital Gains Tax Planning and structuring for UK resident individuals, as well as those who are resident but non-domiciled.
Simon's particular expertise is managing the past, present and future tax consequences of esoteric investments such as film finance partnerships and a variety of property based structures.
Simon works closely with leading law firms, accountants and IFAs, advising them and their clients on complex tax matters and potential planning opportunities.
Madeline has over 19 years of experience in financial services. Prior to founding Engaging Tax, she has worked with two award winning top 25 IFAs and a premier global wealth management firm.
Madeline specialises in the tax consequences of financial planning and has particular expertise in Retirement and Estate Planning.
Madeline holds the Diploma in Financial Planning from the Chartered Insurance Institute (CII) including advanced qualifications in personal taxation, trusts and pensions. She is a member of the Personal Finance Society (PFS) and is currently qualifying as a Tax Technician with the Association of Taxation Technicians (ATT).