David Rose
Tax Associate | Chelmsford

David Rose is an Associate in the Tax Team based in our Chelmsford office. He provides support to both companies and individuals in a range of tax services across the firm.

David trained with HMRC after reading Law at university and became a senior tax inspector, providing advice to internal governance boards as well as setting strategy within counter-avoidance. He devised and delivered training to over 150 new inspectors and went on to complete a second degree in Professional Studies in Taxation. David is also a Chartered Tax Adviser. After nearly a decade in Public Service, David joined Rickard Luckin in the Business Tax Team.

Leaning on his previous experiences, David leads our tax investigations and dispute resolution service, as well as our Research and Development offering. David is driven to help clients achieve their aims whether that be in dealing with HMRC, advising on a specific transaction, or in understanding how claiming the right tax reliefs can help your business grow. David therefore provides guidance and support in:

  • Transactions in securities
  • Company re-organisations
  • HMRC powers and protections
  • Capital gains tax (CGT) – business aspects
  • Employment-related securities
  • Research and development (R&D) reliefs
  • General corporate taxation
  • Stamp Duty Land Tax (SDLT)
  • Taxation of crypto-assets

David is passionate about bringing out the best in people, whether that be Rickard Luckin’s clients, his colleagues or others. David therefore provides training to our internal team and continues to deliver regular tax updates across the firm.

Additionally, David is part of our initiative to support accountants in the local area, offering access to our specialist expertise, and so he also provides specialist advice to other accountants in Essex, and their clients. Often, this will be on helping the accountant manage succession planning, a group reorganisation or a shareholder exit, but he also helps with complex HMRC enquiries and other technical queries that benefit from a specialist.

Continuing that theme of helping others, David is a member of the Professional Standards Committee of the Chartered Institute of Taxation (CIOT), ensuring that members of the organisation are held to the highest of standards.

In David’s spare time, he likes to keep active by cycling, playing league cricket for Rayleigh Cricket Club, or long countryside walks with his wife and dog. His biggest sporting achievement was completing Liege-Bastogne-Liege, a 173-mile cycle which mirrors the professional race that takes place the following day. He also enjoys photography of all sorts, but in particular enjoys astrophotography and owns several telescopes.

Latest articles by David
What you need to know about HMRC’s nudge tactics
30/05/2022
Tax
David Rose

What you need to know about HMRC’s nudge tactics

HMRC offers deal on remuneration trust schemes
13/04/2022
Tax
David Rose

HMRC offers deal on remuneration trust schemes

Covid-19 Support Schemes: HMRC’s new money bag?
01/10/2021
David Rose

Covid-19 Support Schemes: HMRC’s new money bag?

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