Ingleton Partners was established by Tom Griffiths and David Holmes in 2009. Tom and David previously worked together in the high net worth UK and US private client tax team at one of the big four accountancy firms. Tom stepped back in 2019, formally departing in July 2023 (link to Announcement) and David continues in his role as Managing Director. Our belief is in providing an extremely personal, attentive and proactive tax service that goes beyond the provision of a tax return and explores opportunities for tax efficiency and planning for the future.
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.
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.
Jakub Grabowski
Jakub worked in corporate finance post-university and subsequently joined Ingleton Partners in 2012. He is an enrolled agent who works closely with high net worth individuals to help them understand and navigate the complexities of US & UK tax.
In addition to providing tax compliance and advisory services, Jakub is the Director in charge of our professional staff and responsible for oversight of all the firm’s current compliance work.
Jakub became a director and joined the Board in 2022.
Alice Chong
Alice is currently a Manager at Ingleton Partners, and joined the team after graduating from university in 2016. Since joining she has obtained Enrolled Agent (EA) and Association of Tax Technician (ATT) certifications.
Specialising in advising high net worth individuals, Alice provides guidance on personal tax issues, with a particular focus on navigating the intricacies of remittances, US/UK Trusts, voluntary disclosures and meeting filing obligations associated with Controlled Foreign Corporation reporting.
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.
