Live life tax efficiently
The value we bring
Many business and personal transactions have tax consequences. WBR Tax brings value to our clients and their accountants by helping them plan for the future in the most tax efficient manner. Taking a step back to consider your wider goals as well as the transaction itself is just one part of our holistic approach to tax consulting services.
The results we deliver
Our highly qualified team of tax consultants boasts decades of collective experience. The primary goal is to deliver the optimal result for our clients. Different strategies to achieve a desired aim are often possible, creating opportunity that may not have been obvious from the outset. For example selling a business, where you may want to first hive-off assets that you want to keep personally: introducing a share scheme to incentivise key members of your management team: or simply knowing what your options are for the sale.
How we work
Within our strong network of independent accountants and other advisers, who introduce many clients to WBR Group, we have built a reputation of trust. They confidently refer clients in need of more complex solutions beyond their comfort zone or expertise, fully aware that our expertise will meet those needs. Once we have successfully completed our advice, they can continue to help and support their client as before, creating a solid client retention strategy.
Meet some of our Tax Experts
Sue Armstrong
Professional Relationship Manager
Sue Armstrong
Professional Relationship Manager
Sue’s working career has been in banking, financial services and tax, advising and supporting clients with planning for their goals. She joined WBR in Feb 2022 and brings her experience in both tax solutions and tax reliefs services to both individuals and owner managed businesses.
There are so many opportunities to utilise the Government’s reliefs and part of Sue’s role is to review client scenarios to consider what solutions may benefit the WBR clients.
With the support of members of the tax and SSAS team, Sue manages both existing and new relationships with introducers and clients. With an easy style, she aims to make the tax planning journey as smooth as possible.
When she’s not working, Sue like to read, walk and travel – mostly to hot locations, for a bit of R&R. With a grown-up family and grandchildren, there’s never a dull moment.
Matthew Evans
Executive Director
Matthew Evans
Executive Director
Matthew is the Executive Director responsible for growing the tax business, linked strategic relationships and our “Blue Room” creative thinking.
Matthew’s career, started with a Big 4 accountancy firm eventually ran the Tax Consulting team at EY before moving to a leading tax boutique, working with successful entrepreneurs and family businesses.
After EY, his own tax business grew into a wider remit with a Wealth management division, and after exiting Matthew eventually returned to tax permanently, becoming a Partner at RSM where he led the East Midlands Private Client Services practice.
Away from WBR, Matthew likes to keep active. An ex-Rugby player who also swam the English Channel as part of a relay team, he now prefers swinging a golf club.
Lucas Harding-Cox
Chief Technical Officer
Lucas Harding-Cox
Chief Technical Officer
Lucas has spent his entire professional career advising high net worth individuals, entrepreneurs, and privately owned businesses, on how they can achieve the optimum structure for their business interests and investments, as well as how they plan for future succession.
Before joining WBR, Lucas spent 23 years at PricewaterhouseCoopers, at offices in both the Midlands and London where he qualified as a Chartered Tax Adviser (CTA). He has worked with a broad range of clients ranging from some of the wealthiest families in the UK to entrepreneurs who are just starting out, helping them achieve their commercial goals in a tax efficient manner.
Lucas particularly enjoys solving complex problems for private clients and their businesses and is acutely aware of the importance of both advising on the interaction of corporate and personal taxes to ensure the wider implications are taken into account and on the need to be sensitive to the personal and family issues involved, in order to provide valuable advice for his clients.
Whether just starting out in business, changing how a business or investments are structured or owned, providing for employee incentives, considering acquisitions or disposals, or longer-term family succession issues, Lucas is able to design and implement business and investment structures for his clients which require a high degree of technical input and coordination by providing bespoke solutions to their commercial and tax issues across all areas.
Outside of work Lucas enjoys spending time with his family, travelling, rock climbing and is a Leicester City season ticket holder.
Dimple Joshi
Tax Manager
Dimple Joshi
Tax Manager
Dimple has worked in the accountancy and tax industry for the past 7 years. She began her career as an accountancy trainee and qualified as a chartered accountant (ACA) in 2019. While pursuing her ACA qualification, she developed an interest in taxation which she pursued further, qualifying as a Chartered Tax Advisor (CTA) in 2020.
She joins us from a London-based accountancy firm, encouraged by her desire to tackle more complex tax issues. She enjoys reading case law, understanding complex tax legislation and researching various tax issues.
In her spare time, Dimple enjoys learning different styles of dance having previously performed for a charity based in India. She has a full motorcycle licence and owns a Harley Davidson which she enjoys on sunny days.
Tom Lodge
Tax Director
Tom Lodge
Tax Director
Tom started his career within Grant Thornton’s tax compliance unit where he qualified as a Tax Technician (ATT) before transferring to their Private Client & Entrepreneur advisory team in Birmingham where he qualified as a Chartered Tax Adviser (CTA).
Tom has extensive experience advising entrepreneurs and privately owned businesses on employment related securities and share incentives. He also has extensive knowledge of the residence and domicile rules with a specialism in the analysis and taxation of offshore mixed funds.
Tom has a strong appreciation for technical detail and takes a keen interest in case law and future developments of tax policy. His understanding of the legislation, and wider concepts, enables him to approach complex situations methodically and with a calm manner. Tom is responsible for the Tax Team’s continued learning and development.
Since joining WBR Tax, Tom has advised on a wide variety of tax planning opportunities. However, Tom’s main focus is corporate reconstructions and sales where he applies his technical understanding, and research skills, to identify creative solutions and tackle any tax risks.
Outside of work you can regularly find Tom in the gym. Tom is also a passionate rugby fan, cheering on Leicester Tigers. Tom is also a keen cook with a specific interest in cooking meat ‘low and slow’ on his backyard smoker and regularly making homemade curries and sauces.
Tom Moore
CEO
Tom Moore
CEO
Tom is a tax professional with over 35 years’ experience. His main strengths encompass technical skills as well as the ability to communicate well with people in all spheres of life. This means he likes to get to grips with the finer detail of more complex legislation. Tom enjoys meeting clients, presenting, training and coaching. Tom advises entrepreneurs and their businesses on all tax-related matters in the UK as well as further abroad.
Tom is Treasurer and Trustee of the Leicester YMCA (youth homelessness charity). He has the same roles with the charity community choir, Fosse Singers, for whom he is also a first tenor. He enjoys most sports with a keen interest in football, tennis and basketball. Tom also regularly runs for charity having completed a number of London marathons. He is also a scuba diver with over 200 logged dives.
Callum James
Senior Manager