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Profile
Pete joined the Dixcart UK office in 2009 as a member of the International team and became a director in 2013. He was appointed Managing Director of the Dixcart UK office in 2018. As a member of the International team, much of his work involves collaborating with the Tax and Immigration teams to assist international families in planning their move to or investment in the UK. This often includes early-stage tax planning, assistance with obtaining relevant visas, and ongoing support over subsequent years.
Career Overview
Pete is a qualified Chartered Accountant and Solicitor. He became a member of the Institute of Chartered Accountants in England and Wales in 2006, completing his training at Blick Rothenberg LLP. In 2008, he became a member of the Law Society, qualifying as a Solicitor with the central London firm Pemberton Greenish LLP. Currently, he is a non-practising solicitor. Pete is also a member of STEP.
Approach to Client Service
Pete frequently works with international non-UK domiciled families during significant events such as moving overseas or making substantial investments. He enjoys the opportunity to assist clients during these pivotal moments, helping them navigate the complexities of a new country. Pete collaborates with a broad range of professional advisors to address various matters arising from initial tax queries.
Expertise and Specialisations
Pete specialises in international tax residence and estate planning, often assisting families and individuals in managing their multi-jurisdictional wealth. His work frequently involves ensuring that tax and practical considerations are incorporated into the planning process by working with advisors in relevant jurisdictions.
Additionally, Pete advises privately owned corporate groups on establishing commercial entities in the UK. This involves collaboration with Dixcart UK’s Accounting and Legal teams to facilitate incorporation, bookkeeping processes, tax compliance, and optimising corporation tax opportunities, such as R&D Tax Credits.
Professional Development and Qualifications
Pete is a Chartered Accountant and Solicitor, having joined the ICAEW in 2006 and the Law Society in 2008. His professional development includes extensive international experience, particularly with clients in India and the USA. Pete is a member of the Society of Trust and Estate Practitioners (STEP).
In His Spare Time
Outside of work, Pete enjoys running and has completed three marathons in different cities, including one that spans two continents. He also values time spent with family and engaging in various sports.