Michael Lewis TEP CTA EA

EY Partner (Seconded to EY Private Client Services Limited) | Advising UHNW clients on the interaction of US/UK personal taxes to ensure costly mistakes are avoided.

Michael Lewis TEP CTA EA is a specialist in personal tax advisory services, focusing on US and UK cross-border taxation. He is currently associated with EY Private Client Services, where he leverages his expertise to assist clients navigating the complexities of international tax regulations.

Professional Background

Current Role: Partner at EY Private Client Services, where he provides strategic tax advice to individuals and families with cross-border interests.
Expertise: He specializes in personal tax planning, compliance, and advisory services for clients with ties to both the US and UK, ensuring they meet their tax obligations while optimizing their financial strategies.

Education

University of Warwick: His educational background supports his proficiency in tax advisory roles.

Certifications

TEP (Trust and Estate Practitioner): This designation indicates his expertise in estate planning and trust management.
CTA (Chartered Tax Adviser): This certification showcases his qualifications in tax advisory.
EA (Enrolled Agent): This allows him to represent taxpayers before the IRS.

Michael Lewis's combination of qualifications and experience positions him as a valuable resource for clients dealing with intricate cross-border tax issues.