Leading UK & US Tax Advisory Service

TAP into a wealth of knowledge and experience in UK, US, and international tax compliance and advice

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Our Services

UK Private Client Services

Our private client team specialise in international tax matters with a particular focus on the tax issues faced by non-domiciled, non-resident and expat taxpayers.

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US Private Client Services

Our US team advises US Persons on their US tax filing responsibilities, including individuals who may not be aware that they have an obligation to file.

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UK Corporate Tax Services

Our corporate tax team assists a wide range of companies and businesses with all aspects of their UK and international tax compliance.

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Innovation Tax Reliefs

Our Innovation Tax reliefs team specialise in Research and Development (R&D) tax reliefs, Patent Box and incentives available to businesses investing in innovation.

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Indirect Tax

Our Indirect Taxes experts are experienced in both day to day VAT issues and provide advice to minimise liabilities.

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Global Mobility

Our global mobility team have in-depth knowledge and experience to advise clients in designing, operating and enhancing global mobility programs.

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Why choose us

Tax Advisory Partnership is a young and vibrant specialist tax firm, which brings together a wealth of wide ranging experience and expertise in all areas of UK and US tax advice and compliance.

Members of the Chartered Institute of Taxation

The Chartered Institute of Taxation (CIOT) is the leading professional body in the UK for advisers dealing with all aspects of taxation.

Tax Advisory Partnership is permitted to use the Chartered Tax Adviser/s Practicemark because CIOT has accepted an application by the firm to be recognised as a firm of Chartered Tax Advisers (CTAs).

As a firm of CTAs we have to meet high professional standards which include

keeping up to date with new developments in tax and related areas,
holding Professional Indemnity Insurance,
being registered for AML supervision; and
complying with a robust code of ethics.

Certified Enrolled Agents

An enrolled agent is a person who has earned the privilege of representing US taxpayers before the Internal Revenue Service by passing a three part comprehensive IRS test, covering individual and business tax returns.

In order to maintain their status as enrolled agents, the EAs in our team are required to complete at least 72 hours of Continuing Professional Education every 3 years, with a minimum of 16 CPE hours every year. The CPE covers annual updates and changes to Federal tax law, along with at least 2 hours of Ethics training. They are required to re-enrol with the IRS every three years.

ePrivateclient Top Accountancy firm 2024

We are absolutely thrilled to receive the prestigious accolade of being listed in eprivateclient’s esteemed Top Accountancy Firms for 2024. This is the premier annual listing of the best UK tax advisory firms providing advice to domestic and international private clients, their businesses and their families.

The rankings are based on a survey of over 100 private client accountancy firms in the UK so here at TAP we are delighted to be on the list again. This reflects our strong offering in the UK and US private client and family office markets. Our private client team works tirelessly to provide unparalleled service and expert advice, ensuring that we consistently meet and exceed the expectations of our clients.

Yorkshire Rainmaker Awards 2024 - Winner (Tax Advisory)

We were delighted to have been shortlisted for the 'Tax Advisory' award 2024 particularly when the others alongside us were all industry giants (Deloitte, EY, KPMG etc).

You can therefore only imagine how delighted we were to be selected as the winners of the award!

Well done Corporate team!

Meet Our Senior Team

Meet the talented individuals behind our success! Our team is driven by innovation, expertise, and a shared passion

Aidan James

Partner

Dan Howse

Partner

Helen Mallalieu

Partner

0113 426 9311

Jamie Favell

Partner

Jay Yoganathan

Partner

Michael Bull

Partner

Russ Cahill

Partner

Scott Wickham

Partner

Sophia Watsham

Partner

Our Clients Love us

We strive to deliver the best possible service to our clients. It is extremely rewarding to the team to receive positive feedback from clients.

There are times when we can help identify and expedite a tax refund, which are always gratefully received but for the majority of the time we help ensure that our clients remain compliant with their tax obligations and the amount of tax being paid is the correct amount and nothing more.

Always aware of opportunities to reduce taxes.

Senior Partner, Covington & Burling LLP

Excellent quality of work and very responsive to our demands

Director, Financial Management & Consultancy

Exceptional service and patience! We really value the effort and support they have given us as a new start up.

Director, Media Start-up

Exceptional turn around time on any questions/problems presented

Serial Investor & Entrepeneur

Exceptionally thorough responses delivered in a very timely manner.

Senior Managing Director, State Street Alternative Investment Solutions

Good advice about the closure of a ltd company, options have been explained in an understandable manner.

Management Consultant, Oil & Gas

I have been Jamie's client for more than ten years and I keep being impressed with his client-centric, solution-orientated and straightforward approach to answering questions. I have not had a single tax question over the years where Jamie could not help in a professional, efficient and also cost-effective manner. This holds true for questions around various different jurisdictions and degrees of complexity. I can wholeheartedly recommend Jamie's services!

Private Equity Executive and Entrepreneur

I needed some specialist tax advice in respect of a complicated capital reduction demerger, a partial buyout of my company. Without specialist advice the tax hit was going to be huge.

TAP Advisory were recommended to me by my accountant, and my solicitor was also very complimentary about TAP when they found out we would be working with them. Tap's reputation preceded them.

The fees TAP charged were reasonable in my eyes, and small in comparison to the money they saved me, I was VERY grateful for the advice and guidance.

TAP were great to deal with throughout, they kept me in the loop in laymans terms and liaised well with the other professionals looking after my interests.

I could not recommend them enough in respect of their extensive knowledge and experience.

Paul

Managing Director of Audiology Business

I recently moved to the UK and TAP were very proactive at helping me understand the details of the law and how to reduce my tax exposure, they were also very patient responding promptly to all of my questions - great customer service!

Mergers & Acquisitions, BP

In our company we see our TAP contact very much as one of our team. For example we see him as more of a part time employee than a service provider. To this extent he has always acted into his manner available whenever we need him and on demand. I have never thought of TAP as having other clients (even though I know they have), because the client servicing is amazing.

CFO, Leading European Blue Chip

Personable, communicative and responsive

Investment Director, Endless LLP

TAP have always delivered outstanding advice and support.

CEO, Major Italian Bank

TAP sought ways to save us tax and made the process straightforward.

Professor, Oxford University

The service I have received has been impeccable and I would be glad to recommend your services to friends, family and clients etc. The whole process has been made extremely easy for me since day 1 from my consultation with Robert and then on to the preparation of the CGT Calculations and submission by Sydnie and the Team, all my questions were answered promptly and I was provided all the information I needed, so a big thank you again for your efforts.

Overseas Property Developer

They were able to turn a HMRC GBP25,000 tax bill for income received in Germany into a GBP600 refund within a month!

Management Consultant, Oil & Gas, Altimus Management Solutions

Very clear and concise in explaining tax matters.

CEO, Asset Management Business

Very helpful throughout the process, available to answer one-off questions.

Director, JP Morgan

Very thorough and answered my queries.

Retired, Non-Dom

Excellent individual service for a very small client.

Propery Investor and Non-Resident Landlord

Extremely helpful in advising on mine and my wife's situation with differences between US and UK along with setting up a business.

Central Bank Rates Sales Executive, HSBC

Our company has engaged with Tax Advisory Partnership on R&D activities. Their service has been solution oriented, proactive, and good value for money. We have developed a good relationship with Tax Advisory Partnership and find their R&D consultants to be good listeners. I would highly recommend Tax Advisory Partnership for their knowledge of the regulations and the ongoing support they offer.

CFO of a major F1 motorsport company

Proactive in looking out for my interests with respect to tax and trust planning.

Managing Partner, Astor Ridge LLP

TAP have always been very responsive and thorough in the answers. It's been a pleasure working with you!

Chief Trading Officer, Asset Strategies Group

TAP have been incredible when it comes to responding fast and with clarity

Media Entrepeneur

TAP have been professional and thorough in every regard, pointing out pros and cons of all choices and assisting with my international circumstances brilliantly.

International Finance Executive

The service provided by Alister and colleagues was exemplary, efficient and timely. While my tax return was a long way from being complex, it did involve a non-standard issue which was researched fully and dealt with expertly.

Professor Brian Faragher

Commonwealth Scholarship Commissioner and Emeritus Professor of Medical Statistics at the Liverpool School of Tropical Medicine

Unrelenting commitment to offering the best service to myself and my company as well as sincere considered advice as my business has grown which has been an invaluable asset.

Director, Lily Vanilli Ltd

Very competent, always friendly and great to deal with.

Director, Market Risk Change Management, Deutsche Bank

Always aware of opportunities to reduce taxes.

Senior Partner, Covington & Burling LLP

Excellent quality of work and very responsive to our demands

Director, Financial Management & Consultancy

Exceptional service and patience! We really value the effort and support they have given us as a new start up.

Director, Media Start-up

Exceptional turn around time on any questions/problems presented

Serial Investor & Entrepeneur

Exceptionally thorough responses delivered in a very timely manner.

Senior Managing Director, State Street Alternative Investment Solutions

Good advice about the closure of a ltd company, options have been explained in an understandable manner.

Management Consultant, Oil & Gas

Private Equity Executive and Entrepreneur

I needed some specialist tax advice in respect of a complicated capital reduction demerger, a partial buyout of my company. Without specialist advice the tax hit was going to be huge.

TAP Advisory were recommended to me by my accountant, and my solicitor was also very complimentary about TAP when they found out we would be working with them. Tap's reputation preceded them.

The fees TAP charged were reasonable in my eyes, and small in comparison to the money they saved me, I was VERY grateful for the advice and guidance.

TAP were great to deal with throughout, they kept me in the loop in laymans terms and liaised well with the other professionals looking after my interests.

I could not recommend them enough in respect of their extensive knowledge and experience.

Paul

Managing Director of Audiology Business

Mergers & Acquisitions, BP

CFO, Leading European Blue Chip

Personable, communicative and responsive

Investment Director, Endless LLP

TAP have always delivered outstanding advice and support.

CEO, Major Italian Bank

TAP sought ways to save us tax and made the process straightforward.

Professor, Oxford University

Overseas Property Developer

They were able to turn a HMRC GBP25,000 tax bill for income received in Germany into a GBP600 refund within a month!

Management Consultant, Oil & Gas, Altimus Management Solutions

Very clear and concise in explaining tax matters.

CEO, Asset Management Business

Very helpful throughout the process, available to answer one-off questions.

Director, JP Morgan

Very thorough and answered my queries.

Retired, Non-Dom

Excellent individual service for a very small client.

Propery Investor and Non-Resident Landlord

Extremely helpful in advising on mine and my wife's situation with differences between US and UK along with setting up a business.

Central Bank Rates Sales Executive, HSBC

CFO of a major F1 motorsport company

Proactive in looking out for my interests with respect to tax and trust planning.

Managing Partner, Astor Ridge LLP

TAP have always been very responsive and thorough in the answers. It's been a pleasure working with you!

Chief Trading Officer, Asset Strategies Group

TAP have been incredible when it comes to responding fast and with clarity

Media Entrepeneur

TAP have been professional and thorough in every regard, pointing out pros and cons of all choices and assisting with my international circumstances brilliantly.

International Finance Executive

Professor Brian Faragher

Commonwealth Scholarship Commissioner and Emeritus Professor of Medical Statistics at the Liverpool School of Tropical Medicine

Unrelenting commitment to offering the best service to myself and my company as well as sincere considered advice as my business has grown which has been an invaluable asset.

Director, Lily Vanilli Ltd

Very competent, always friendly and great to deal with.

Director, Market Risk Change Management, Deutsche Bank