Suraj Patel

Tax Consultant

"Since joining the firm in 2020, I’ve seen the firm continuously develop and deliver great service to all clients. This combined with the Partner’s and staff’s ability to make the firm feel like a family- makes me proud to be a Tax Consultant within the Lawrence Grant team."

I qualified as a Chartered Accountant in 2020, before I completed my Bachelor's in Mechanical Engineering and Masters in Accounting and Finance. I joined Lawrence Grant in 2020 and I am now a Tax Consultant at the firm who also leads the tax department.

My passion for both tax and solving problems alongside my engineering mindset allows me to assist clients with strategic tax planning, which takes into account both tax implications and commercial aspects to provide optimal solutions. I also ensure tax compliance is managed to meet the requirements and deadlines.

My expertise

I relish working with entrepreneurs and owner-managed businesses, with strategic planning and analysis to grow their businesses and increase profitability. My knowledge and experience with tax planning and compliance, for both individuals and corporates, with UK and international aspects includes:

  • Residency and Domicile tax matters,
  • Offshore investments and structures,
  • International mobile employees,
  • Owner-managed businesses’ tax planning
  • Group reorganisations, purchase of own shares and exit strategies - including seeking appropriate clearances from HMRC
  • Inheritance Tax Planning

The firm

I have been heavily involved in Lawrence Grant’s internal training programs focusing on the changing tax legislation – enhancing the teams’ knowledge and expertise across all areas. I also helped transition the team to new software solutions ensuring continued learning and development and compliance are met. I am passionate about continuing to streamline our teams’ efficiencies by implementing smart solutions, that will improve our client’s experience.

I have also had the pleasure of sharing my knowledge at International networking events to further demonstrate how we can help a range of different clients, and add value by implementing tax minimisation strategies.

Personal

Away from work, I enjoy playing football, squash, and kabaddi, as well as eating out with my partner. I also love spending time with family and friends.

What is your favourite book and why?

"Mindset" by Caroline Dweck. This book has taught and changed my understanding of how our perspective can be used continuously to learn and adapt.

What is your favourite film and why?

"The Avengers". This is just a great film with many great characters and other linked films. It was the beginning of many memorable movie nights spent with all of my family.

Who most inspires you?

One of the people who inspires me the most is Jeff Bezos, who has succeeded to transform the way the world works with the use of technology and innovative ideas.

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