About Regatta Tax Solutions
Regatta Tax Solutions provide straightforward, comprehensive and innovative tax planning services for all our clients and business partners.
Leading from the front
Based in Henley On Thames, Oxfordshire, Regatta Tax Solutions is designed and delivered by industry experts to provide extensive tax support.
In a world of legislative change and increasing global mobility, we provide considered tax solutions to high-net-worth individuals, corporations and other associated organisations in the UK and overseas.
We are committed to building and maintaining long term relationships. We ensure we understand each client’s needs in order to provide them with insightful and proactive, ongoing advice.
Our talented team of Business Partners are experts in Tax Planning & Financial Services, with over 250 years collective experience, enabling us to provide our clients with confidence and peace of mind.
Meet Our Team
Andrew Dobson | Director
Andrew has over 30 years industry experience in financial services, having worked in both the UK and offshore life and pension market. His knowledge working both as a specialist in tax, trusts and UK pensions, enables him to deliver expertise in retirement and succession planning to those advisers whose high-net-worth clients often have additional cross-border complexity.
Josh Mason | CFO
Josh holds an honours Degree in Economics & Spanish, becoming a Chartered Accountant with Ernst & Young. Other experience includes Management Consultancy and Auditing within Financial Services including global Banks, Hedge Funds and IFA’s. Josh oversees Regatta’s finance function as well as designing and delivering the strategic growth plan of the business.
Neil Byrne | Tax Specialist
Neil has gained vast experience during periods of employment at PwC, Fairhurst, BTG Tax and Smith & Williamson. He is experienced in all areas of personal taxation planning including Income Tax, Capital Gains Tax and Inheritance Tax. Neil’s wide range of clients includes high net worth individuals, entrepreneurs and high-profile sportspeople & entertainers.
Sean Burrows | Tax Specialist
Sean has over 30 years’ experience in inheritance tax planning, product design, technical support, and financial consultancy. He specialises in working with Solicitors, Accountants, and IFA’s, offering valuable insight into UK Trusts, Protection products and the alternative investment market. With a background in training, Sean helps advisers understand and find suitable solutions for a wide range of tax issues.
Mark Roughley | BDM
Mark has worked for Investment Companies, Life Offices and Wealth Management Firms, having been regulated in both an investment and advisory environment. He has developed a wide range of connections within the financial services industry over 26 years and is committed to delivering the highest possible quality of communication and service to our business partners.
Ben Truman | Distribution
Ben has over 20 years of life company and investment experience. He is responsible for leading distribution, acquisition and business development with new and existing international investors, Family Offices, Private Banks / Portfolio Managers, Asset Managers / DFMs, Wealth Management Boutiques, and Financial Advisor Networks.
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What is the best way to solve my tax issue?The best way to solve any tax issue is to start right away. The longer you ignore it, the worse and potentially more complicated it will become. Delaying taking action is also likely to reduce the number of options available to you. A simple tax problem may even be something you can solve yourself - there is no law requiring you to take advice from a professional. But, if your situation is more complicated, or you do not have the time to look into it yourself, Regatta Tax Solutions can help. Our experienced team are well versed in tax law and the rules governing collection in many jurisdictions. Our dedication, knowledge, and experience will ensure you get the best result possible.
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Why should I work with Regatta Tax Solutions to resolve my tax problem?In most situations, our experienced team would be able to evaluate your situation and options quickly and efficiently.It may be significantly more time consuming and inconvenient if you were to do this yourself and many of the high-net-worth individuals we work with find their time is more productively spent elsewhere.
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What services do Regatta Tax Solutions offer?Regatta Tax Solutions provide a range of financial services, including tax mitigation consultancy, tax dispute resolution, financial & business advisory, and corporate services. Talk to us and help secure your legacy in finding a solution tailored to your financial needs.
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Is my personal informational confidential with Regatta Tax Solutions?You can rest assured thatconfidentiality is a top priority at Regatta Tax Solutions. All client information, whether personal or business-related, is treated with the utmost discretion. We do not disclose client information to third parties without explicit consent.
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What services are covered when working with Regatta Tax Solutions?A client agreement personal to you will outline the scope of services, timelines, fees, and other pertinent details specific to our engagement. It serves as a comprehensive document that ensures clarity and transparency in our delivery.
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