OUR PEOPLE

Lancaster Knox has a highly experienced and qualified team drawn from a wide variety of backgrounds.

Click on each member of the team to find out more information.

ARTHUR LANCASTER

Chairman

  • Focuses on the provision of tax advice to UHNW clients and their UK businesses
  • Experience of advising on MBOs, listings and other corporate transactions.
  • Helped to establish the Knox fiduciary services business and the UK-based tax consultancy

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Tim-Eve

TIM EVE

Director

  • Over 20 years’ experience in the industry
  • Deputy Chairman of the Knox group of companies
  • Over 10 years’ experience managing the financial, accounting & tax aspects for a portfolio of companies
  • Expert in advising companies on devising and implementing strategies

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Amit Puri - Tax Director

AMIT PURI

Managing Director, Tax Investigations & Disputes

  • A fully technically qualified Inspector of Taxes (2008, HM Revenue & Customs).
  • With almost 15 years of focused investigative experience, committed ‘fight tooth & nail’ for all his clients.
  • Amit is well versed in dealing with HMRC’s most serious investigations, e.g. under Codes of Practice 8 and 9 (COP8, COP9, CDF); regularising historic issues in an efficient and commercial manner; risk assessing planned transactions; and resolving all tax, penalty and AML related disputes with HMRC.
  • Clients include: entrepreneurs growing their businesses, larger established family businesses, and international groups, including all kinds of partnerships and trusts/settlements.
  • Uniquely positioned to assist clients, having spent almost 11 years with HMRC as a Senior Inspector, investigating and interrogating in London, and as a Senior Policy & Strategy Adviser in Whitehall. As well as keeping contacts well informed with timely business insights, a proficient writer of tax articles, provide expert commentary on topical issues, regularly present to large groups and manage projects in Monaco, Dubai and Mumbai.

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James Heathcote, Director - Private Client Advisory

JAMES HEATHCOTE

Partner, Head of Private Clients

  • Focuses on the provision of tax advice to HNWIs, families and family offices
  • Extensive experience of working with overseas jurisdictions including the coordination of cross-border projects for a diverse international private client base
  • Regularly contributes articles to leading private client publications, and has appeared on the eprivateclient ‘Top 35 Under 35’ list

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Julie Westra

JULIE WESTRA

Manager

  • Julie has over a decade of experience within Personal Tax, focusing on the provision of private client tax advice to HNWIs and their families
  • She has extensive experience of working with overseas jurisdictions including the coordination of cross-border projects for a diverse international private client base
  • Association of Taxation Technicians (“ATT”) and Chartered Tax Advisor (“CTA”) qualified

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Sagar Jain

SAGAR JAIN

Senior Associate

  • Sagar is an ACCA Affiliate with an MSc in Accounting and Finance; he is also currently pursuing the Chartered Tax Adviser qualification.
  • He has an accounting background with experience in the production of year-end financial accounts, VAT computations and returns.
  • Currently assists in cases being investigated under Code of Practice 9 (civil investigations of tax fraud), Code of Practice 8 (where large amounts of tax are contended), wide ranging business enquiries, and voluntary disclosures.

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Carolina Favaloro

CAROLINA FAVALORO

Tax Associate

    • Carolina graduated with an MSc in Accounting and Management at Queen Mary University of London, after a BSc in Economics at LIUC University (Italy); she is also currently pursuing the Tax Pathway (Association of Taxation Technicians (“ATT”) and Chartered Tax Advisor (“CTA”) joint qualification).
    • She has experienced the Audit and Assurance industry, where she performed Statutory Audits and Assurance Reviews, as well as the production of year-end financial accounts. During her studies she had the opportunity to work within an Italian Tax Law firm too, focusing on Global Mobility and cross-border tax advisory services.
    • Currently assists in cases being investigated by HMRC including those under Code of Practice 9 (civil investigations of tax fraud), Code of Practice 8 (where large amounts of tax are contended), wide ranging business enquiries and voluntary tax disclosures involving onshore and offshore assets.

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