John McCaffery

John brings extensive experience from his prior roles at KPMG, PwC, and Grant Thornton. He combines technical expertise with practical advice, providing clients with robust advice to structure their affairs efficiently while remaining fully compliant.

Experience Summary

John has over 25 years of experience in tax advisory services for business owners, specialising in complex transactional and forensic tax issues. He provides guidance on corporate and personal tax planning, family business structuring, and succession.

Qualifications

Chartered Accountant (ACA/ICAEW)
Professional experience at KPMG, PwC, and Grant Thornton
Degree-level education LLB, Liverpool University

Role at the Firm

Tax partner and Head of Tax, leading Alexander & Co’s tax advisory practice and mentoring the tax team to deliver strategic tax and compliance services to clients.

Core Values / Client Approach

John values clarity, integrity, and proactive planning. He focuses on robust, practical, bespoke advice clients can rely on to achieve their business and personal financial goals.

Expertise

Tax Planning & Compliance
Transactional Tax Advisory
Forensic Tax Services
Corporate Tax
Family Business Advisory
Acquisitions, Disposals & Reorganisation
Succession & Exit Planning
Incentive & Wealth Extraction Planning
Inheritance Tax
Property Tax
Crypto tax
Mergers and Acquisitions (M&A) Tax
Tax Accounting Services

Career Highlights / Background

Partner and Head of Tax at Alexander & Co
Formerly with KPMG, PwC, and Grant Thornton
Extensive advisory experience in transactional and forensic tax
Advises high-net-worth individuals, entrepreneurs, and family businesses

In the Press / Insights / Publications

John regularly Contributes to Alexander & Co publications on tax planning, Business Property Relief changes, and Making Tax Digital guidance. He also Features in firm insights on acquisitions, disposals, and succession planning.

Landlord Today – “HMRC is reviewing landlords’ tax liabilities”
This article explores how HMRC is increasingly scrutinising landlords’ tax affairs, highlighting potential pitfalls and the importance of accurate reporting.
Link: Landlord Today Article

Business News Wales – “Tax advice should never be an afterthought in buy-to-let”
The article stresses the critical role of early tax planning for buy-to-let investors, ensuring landlords maximise profits while staying compliant.
Link: Business News Wales Article

Cornerstone Finance – “Buy-to-let tax advice: mortgage collaboration”
Cornerstone Finance discusses how integrating tax advice with mortgage planning can optimise buy-to-let investments and reduce financial risk.
Link: Cornerstone Finance Article

The Business Desk – “This is why you should consider the benefits of family investment companies”
This article outlines the advantages of setting up Family Investment Companies (FICs), including tax efficiency and generational wealth planning.
Link: The Business Desk Article

Equilibrium – “Family Investment Companies”
Equilibrium provides a detailed guide on Family Investment Companies, explaining how they can be used for tax-efficient family wealth management.
Link: Equilibrium Article

Business Up North – “Manchester-headquartered Alexander & Co strengthens its tax team with six new appointments”
The article reports on Alexander & Co expanding its tax team, reflecting growing demand for expert tax advice in the North West.
Link: Business Up North Article