David has worked in operational taxes and information reporting for 20 years. His work includes tax policy, business change and implementation of technology, through to reporting, remediation, and engagement with tax authorities. He has extensive experience of implementing tax technology for reporting, governance, and reconciliation purposes.
David advises on a wide range of operational tax issues, including all aspects of Automatic Exchange of Information for banks, asset managers, digital platforms and cryptocurrency, withholding taxes under the US QI regime, international reclaims and reporting, and domestic regimes in the UK including savings and pensions.
David leads the UK’s Financial Services work on anti-tax evasion and the UK’s Corporate Criminal Offence requirements and supports clients with developing risk mitigation and control frameworks to manage both customer tax evasion and tax avoidance risks.
David has an increasing focus on new reporting regimes including crypto assets, withholding taxes and fintechs as well as the role of the financial services sector in successful anti-tax evasion.