Jo specialises in taxation law working with clients in both the private and public sectors. She advises on the New Zealand tax implications of a wide range of matters including business structures, reorganisations, mergers and acquisitions as well as isolated transactions.
Working collaboratively with teams across all our firm’s practice areas, Jo ensures material tax risks are identified, and solutions are recommended in a timely and efficient manner. In addition to tax advisory work, she regularly provides input in relation to transaction documentation and drafting, so that outcomes for clients are optimised from a taxation, as well as commercial perspective.
Jo provides bespoke advice for transactions, advising on any legal changes likely to impact particular clients. She obtains binding rulings from Inland Revenue to provide certainty for clients in relation to complex or high-value transactions, and represents clients involved in tax investigations and disputes with Inland Revenue.
Advising various businesses to manage tax risk and to ensure their restructuring was optimal from both a taxation and commercial perspective.
Obtaining binding rulings to provide certainty for clients in regard to the tax treatment of complex and high-value transactions.
Representing clients involved in tax investigations and disputes.
Advising clients on the New Zealand tax treatment of both inbound and outbound investment.