Dan is a Senior Tax Adviser in our Tax and Trustee Services Team, having joined the firm in January 2024. He is a fully qualified member of the Association of Accounting Technicians (MAAT) and has a solid background in tax and trustee services.
Dan works closely with clients to report on tax matters and provide support across a range of personal and trust-related issues. He also supports the wider business with various tax queries and technical tasks, including preparing CTC and CGT reports, assisting with book cost calculations, and providing expertise on other tax-related matters to ensure smooth operations across the firm.
“Tax can be complex, especially when navigating HMRC or paperwork. I work with people and teams across the firm to simplify the process - from preparing returns to answering queries - and aim to make the experience as straightforward and stress-free as possible.”
Daniel Pallant