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NEWS! All my businesses have relocated to Stratford Upon Avon and we look forward to working with fellow entrepreneurs there soon!

I began working in the Tax and Business Planning world in 1987 after I left Medical School and joined one of the UK's largest Financial Advisor companies.

It soon became clear that there were a whole host of things that business owners could do - to save themselves large amounts of tax... if only the Advisors around them knew about these tax planning tools and how they worked.

I quickly moved into Technical Training and became the Technical Training Manager for Friends Provident - keen to share my growing knowledge to the work being carried out by IFA's.

Advisors all need to be qualified to give their 'Advice' - and I spent time as a Chartered Insurance Institute (CII) Examiner for their Advanced Pensions Exam (G60) alongside my Technical Training work.

Over the next 30 years I developed a network of contacts and experts in all areas of tax planning - both here in the UK and Offshore.

Many well respected Wealth Management companies have invited me to deliver Specialist Workshops for their business owner clients - covering topics like "QNUPS for BUSINESS" and "Tax Exempt Property Investing".   

I have provided Tax, Financial, Strategic and Non-Exec Director services for a portfolio of businesses over the past 30 years. Turning the dreams of entrepreneurs into investor attracting business propositions - aided by my work with HMRC to add EIS & SEIS pre-approvals and completing R&D claims on their behalf.

Past projects have included development of shopping basket software (1999), the launch of a new credit card and banking service, renewable & energy systems, genetic engineering, IHT planning & BPR investment funds and even an innovative Golf Putter.

My expertise is in taking new, complex and detailed information on board - and processing it into professional presentations and detailed business and tax plans. Which has proven to be invaluable to those wanting to develop their operations, structure things better or even to attract partners and investors.

In 2013 I also ventured abroad and worked in Switzerland as a US Tax expert dealing with FATCA with a specialist Investment Adviser - gaining useful skills and knowledge that are helpful for both UK and EU clients. Elite Wealth Services is my own tax consulting business, providing IFAs and Accountants with specialist tax support and even client facing seminars.

I am also an HMRC approved Pension Administrator and Practitioner for a number of SSAS pension schemes - which was why Segmented Solutions was formed to let me provide SSAS Establishment to the list of services on offer.

Global waste and energy is another sector that I am involved in - I'm part owner of a UK innovator that can turn rubbish into green hydrogen or clean heat/electricity. Again with a tax slant - as I have been able to help them with an R&D Tax Credit claim and will be assisting with global projects and funding.

Alongside this I am also involved in providing some of the world's most amazing Digital Marketing and Content creation. There are examples within this business card.

If you want a client facing Seminar - on Tax or Digital marketing... then I am happy on stage too.

In 2017 I was involved in Team Britannia's bid to get a World record back to the UK - which involved fund raising for the 80ft powerboat and running a charity auction in Gibraltar.

Inspired by all this engineering work and one legged ex-Marines, I set about building my own Custom Harley Davidson:


Elite Wealth Services (Taxation) Ltd is a specialist Tax and Business planning consultancy - established to provide Successful Entrepreneurs and Wealthy Property Investors with access to a wide range of planning tools that may not be available through your other Advisors - such as Accountants and Financial Advisors.

In an ideal situation we can show you how to reduce Corporation Taxes on Profits, Shelter your investments from income tax, inheritance tax and capital gains tax and more.

We are not an IFA or an Accounting Firm and will never give you Investment or Accounting Advice.

Working alongside a team of Tax Advisors from Cornerstone Tax we can also deal with SDLT refunds and Share Restructuring - all to improve your security and reduce your exposure to tax. 

Our clients tend to be referred to us by Professional Advisors such as IFA's, Solicitors and Accountants and work alongside these other Advisors in putting together our tax planning strategies and Reports.

Wealthy Entrepreneurs are often held back by the Lifetime limit on Pension Planning - and we do have a solution to that problem - so if you have significant pensions (£500,000+) then do get in touch. 

You work hard to make your business successful, and we work just as hard to ensure that you are given the best advice and support - using our skills and knowledge in how to use structures like:

QNUPS (Qualifying Non-UK Pension Schemes).
Self-Invested Pension Annuities.
Self-Invested Temporary Annuities.
SSAS's (Self Administered Pensions).
Specialist Offshore Bonds.
R&D Tax Claims and EIS Approvals.  

We have access to expert providers across the Globe and can help offshore property investors reduce UK taxes on their UK Property portfolios too.

Why not speak to us now?

We start everything with a FREE consultation!

We do a lot of work with Business owners who have steady and secure companies generating annual profits for them. What they sometimes miss is that there is a little known tax agreement with HMRC whereby a Director can SELL their shares in their company and carry on working - but the sale proceeds can be paid out to them TAX FREE!

If they do not qualify for this amazing tax break - they can use a slightly different one, but will have to pay 10% Tax on the 1st Million they get paid.

I've made a short training video on these 2 arrangements - so have a look and don't hesitate to get in contact to learn more:


Thought you might like that one!

Segmented Solutions is another of my businesses - which provides Directors with a complete Self Administered Pensions (SSAS) Solution.

We are experts in SSAS planning and know exactly what you can (and cannot!) do with them.

It is the place to go to establish your SSAS as we have a simple 10 step process laid out for you with clear explanations for every step.

Segmented Solutions are SSAS Administrators and SSAS Practitioners - so we can look after your SSAS and make sure that it is fully compliant.

Segmented Solutions can also establish QNUPS (Qualifying Non-UK Pension Schemes) and EPUTS (Exempt Property Unit Trusts) - all being useful tools in overall retirement and tax planning.

Here is our SSAS Pensions Masterclass (A 4 Part FREE course, with a FREE Bonus Video!):

Our focus is on taking prestige cars with luxury and style and making them fully electric and future-proofing them as emissions regulations tighten still further.

Discerning owners select their preferred make and model of car based upon its individuality, its style and its prestige. Something that has been lacking within the electric car market - until now!

Investing in an all electric, stylish, individual & prestige model is more than just a conversation piece - it is an investment in the future and allows these luxury vehicles to be kept on the roads for many years to come.

Going electric is not just about saving the planet - converting a 6L Bentley to electric can also save considerable amounts in Company Car tax (37% to 2%) and running costs drop dramatically too - which can go a long way to paying for the conversion in the first place.


Obviously the details of what is done sounds really simple - we 'simply' remove the car's engine, exhaust and petrol tank - then replace it all with batteries and an electric motor (or two)!

What happens is highly technical - and bespoke for every car we convert.

The current engine and cooling system is removed and a new electric drive train is attached to the existing clutch and gearbox assembly. This electric motor will be attached to a number of batteries that are positioned around the car to maintain optimum driving weight and balance. Space for the batteries comes from areas under the bonnet, as well as towards the rear where fuel tanks used to be located.

A new electric heating/cooling system will also be installed - as comfort is still important. Then the whole assembly is attached to a control module and it's own cooling system.

The range and power of the newly converted car is dependent upon the desired system and budget. More battery = longer range. Bigger drive train = more power.

We will not alter the cabin interior or make your luxury Bentley into a high-tech space ship. This is all about retaining the style and prestige of your driving experience. 

Once converted, our technicians will deal with the DVLA paperwork - and an inspection visit - so that your vehicle details change from 'petrol' or 'diesel' to 'ELECTRIC' on the V5.

Once converted you will be given servicing and support - to help keep you on the road.


With COVID-19 all business owners need to rethink how they share their details with potential customers. Having a bespoke Smart Business Card is the way forward.

We can design and programme your card - and populate it with professional quality video too.


Rather than paying for an 'expert' to answer the phone, you can create a fully 'expert' chatbot that can ask all the 'right' questions and collect the answers in real time 24/7. For a fraction of the cost of employing the 'expert'.


These chatbots can be embedded into a website, or can be the website itself: