Tax Director | Global Information Exchange
66 Shoe Lane
Owen is a director within the Global Information Exchange team and specialises in advisory services in relation to FATCA, CRS and UK CDOT. He currently leads the UK arm of our outsourced reporting service which caters to our clients' regulatory reporting requirements. Last year, this service filed over 2,500 reports on behalf of our clients via our global delivery centre in Hyderabad.
Owen has worked across all of our Global Information Exchange propositions and on the team's largest FATCA and CRS projects, advising financial institutions on their obligations and requirements. He has aided the development of a number of our key services in this area, including delivering impact assessments, designing on-boarding solutions, undertaking assurance reviews and designing control processes, as well as leading a number of our client webinars and seminars.
Owen is a chartered accountant with the Institute of Chartered Accountants in England and Wales (ICAEW) and has a background in technical tax advisory within Financial Services, prior to his role within Global Information Exchange.