About us
Our Story
Ingleton Partners was founded in December 2009 by two experienced professionals who saw the need for a more bespoke, client-focused approach to UK/US private client tax. Today, as an independent firm owned by an employee trust, we remain committed to putting clients first and delivering exceptional service.
Managing Director’s Perspective
“I was one of the co-founders of the firm which we started in 2009. Now in our fifteenth year, we have aimed to build a firm to better service private clients who have complex UK/US tax issues and who need a more bespoke service, whether that be a ‘hand holding service’, integration with third party advisers, co-ordination of advisers or just friendly counsel.
The mission is to deliver bespoke tax solutions with an attentive, pro-active service provided by a consistent team – which is what private clients want.
My vision is that we build a firm where our professionalism, technical expertise, and the ability to solve complex problems make us the trusted choice for clients and intermediaries, and where our growth fuels opportunity and development for both our clients and our people.”
Our Team
All members of our team practice both UK and US taxes, preparing returns and advising UK and US tax issues. We hire at graduate level and train in-house, ensuring our people are moulded in the way we want to do things. High retention means you’ll work with a consistent team who know your affairs and are invested in our success.
Collaboration
As a firm with a sole focus on personal taxes, we are used to collaborating with other professionals – solicitors, attorneys, wealth managers, and accountants – to achieve the best results for our clients.
Meet the team
David Holmes
David is a Chartered Tax Adviser and Managing Director of the firm. As MD he has oversight of the whole firm and is focused on our delivery and operations alongside his client work.
He specialises in the interaction of UK and US taxes and the taxation of those who are not domiciled in the UK. He is particularly involved in those complex cases the company handles involving tax calculations relating to remittances, voluntary disclosures, US PFIC rules, Controlled Foreign Corporations, carried interest and the treatment of UK/US trusts.
David is a Cambridge graduate and previously worked at PwC.
Get in touch
Follow me on LinkedIn +44 (0) 207 183 2251 david@ingletonpartners.com
Kerri O’Reilly
Kerri is a Director having joined Ingleton Partners in 2013 from PwC where she worked in the UK and US private client team. A former colleague of both Tom and David, Kerri brings 20 years of tax experience in expatriate tax and private client work, specialising in UK and US Individual tax compliance and advisory, with significant experience of clients in the financial services industry.
Kerri initially trained in tax at Deloitte and is a Chartered Tax Adviser.
Get in touch
Follow me on LinkedIn +442071832251 kerri@ingletonpartners.com
Jakub Grabowski
Jakub worked in corporate finance after university before joining Ingleton Partners in 2012. As an Enrolled Agent (EA) and member of the Association of Tax Technicians (ATT), he works closely with high-net-worth individuals to help them navigate the complexities of UK and US tax. Over the years, he has built extensive experience covering areas such as the taxation of Controlled Foreign Corporations (CFCs), Passive Foreign Investment Companies (PFICs), carried interest, expatriation and exit tax, and cross-border tax planning.
In addition to his client work, Jakub leads the firm’s professional staff and has oversight of all current compliance work. He joined the Board as a Director in 2022. His dual UK–US expertise and hands-on leadership reflect the firm’s proactive approach to providing bespoke tax and advisory services.
Get in touch
Follow me on LinkedIn +442071832251 jakub.grabowski@ingletonpartners.com
Alice Chong
Alice is a Senior Manager at Ingleton Partners, and joined the team after graduating from university in 2016. Since joining she has obtained Enrolled Agent (EA), Association of Tax Technician (ATT), and Chartered Tax Adviser (CTA) certifications.
Specialising in advising high net worth individuals, Alice provides tailored guidance on complex tax matters. Her areas of expertise include US/UK trusts and estates, partnerships, tax disclosures, and the filing obligations associated with foreign corporations. Drawing upon her depth of professional experience, she supports clients with sophisticated and multifaceted financial arrangements, ensuring their evolving objectives are managed with care.
Get in touch
Follow me on LinkedIn +442071832251 alice.chong@ingletonpartners.com
Toby Yeadon
Toby started his professional journey at Ingleton Partners in 2018 as a recent graduate. Since then, he has attained dual qualifications, becoming a member of the Association of Tax Technicians (ATT) in the UK and obtaining certification as an Enrolled Agent (EA) in the US.
With over five years of industry experience, Toby now holds the position of Manager at the firm, specializing in intricate UK/US personal compliance matters and offering expert advisory services in pre-arrival, expatriation, and exit tax planning for clients navigating both UK and US jurisdictions.
Get in touch
Follow me on LinkedIn +442071832251 toby.yeadon@ingletonpartners.com
Kofi Addo
Kofi joined Ingleton Partners in 2018 shortly after graduating and began his career as an Associate. Over the past seven years, he has progressed to managing our team of Associates, where he leads with a strong focus on quality, technical accuracy, and client care.
Kofi specialises in the taxation of Passive Foreign Investment Companies (PFICs) and has extensive experience with Form 5471 reporting for U.S. shareholders of foreign corporations, as well as pre-arrival planning, expatriation, and exit tax matters. He works closely with clients navigating both UK and US tax systems, ensuring compliance and effective cross-border planning.
He is dual-qualified in UK and US tax, holding the Enrolled Agent (EA) designation and membership with the Association of Taxation Technicians (ATT).
Get in touch
Follow me on LinkedIn +44 (0) 203 934 9786 kofi.addo@ingletonpartners.com
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