Our People

Pete began his career with the Inland Revenue in 1988 with roles in tax districts in Birmingham and London before spending several years in head office, culminating as the Inland Revenue's expert on the rules for company distributions and advance corporation tax. Since going into private practice 25 years ago, Pete has worked for Big 4 firms and run his own business for 11 years, advising a wide range of clients from owner managed businesses to the largest corporate groups. While Pete has provided in-depth tax advice on all aspects of corporation tax, he specialises in the taxation of corporate transactions and the consequences to shareholders, including buying and selling companies, mergers and demergers, and all forms of corporate reorganisation.

Pete has always taken an interest in tax policy, having had policy roles with the Inland Revenue. In recent years, his involvement, both personally and through his CIOT positions, has helped shape several aspects of the current tax regime, including the 2011 changes to the capital gains tax exit charges and the amended joint-venture and partnership rules for entrepreneurs’ relief (now business asset disposal relief). Pete is Chair of the CIOT's Owner Managed Business Tax Technical Committee, as well as being a member of the Tax Policy and Oversight Committee and of the Education Committee. He is also a member of the ICAEW Tax Faculty Business Tax Committee.

In his spare time, Pete is an avid supporter of Watford FC (you can take the boy out of Hertfordshire, but you can't take Hertfordshire out of the boy), and for the past seven years has been a very keen scuba diver. Starting in 2015, Pete is now a Master Scuba Diver and is a technical diver qualified to dive deeper than 50 m. He describes being underwater as his happy place!

Kate entered the tax world by chance when she was 17 and filling a temporary role for a bank with an investment arm. She fell in love with it straight away, quickly qualifying as an Associate of Taxation Technicians (ATT). Since joining Jerroms in 2007 and qualifying as a Chartered Tax Adviser (CTA) in 2010, Kate has been head of tax for the wider Jerroms group.
Specialising in advisory work, she has a particular passion for private client planning, capital gains tax and corporate restructuring. She loves building a relationship with clients and being able to offer them tax solutions.

Kate has a young daughter and a cocker spaniel, so spends much of her free time outdoors, whatever the weather! She enjoys hot yoga, shopping and travel, ideally to somewhere hot with a cocktail or two.

Lucas went into accountancy in 1999, qualifying in 2003. He started in a small practice as a general accountant but enjoyed taxation the most, so in 2005 he joined Jerroms as a tax specialist.

A year later he was made an associate partner and in 2008 he became an equity partner.

Lucas enjoys nothing more than working with clients to help them reach their goals while ensuring that all their financial objectives are met. His broad knowledge of all things tax gives him a wider perspective, enabling him to identify when to call on specialist support from the wider Jerroms brands.

Lucas, who is married with two children, loves to travel, enjoys good food and cars. A football fan, he likes watching Birmingham City, Solihull Moors and Rugby.