Jonathan Davey

Financial Services CV

Jonathan's experience in the financial services sector includes providing advice in respect of various investment structures.

Recent/notable cases include:

• Icebreaker 1 LLP v Commissioners for HMRC [2010] UKUT 477 (TCC): Upper Tier Tribunal decision in respect of proper tax treatment of film financing schemes involving limited liabilty partnerships.
  
  

• Burton v Revenue and Customs Commissioners (Upper Tribunal (Tax and Chancery)) [2010] UKUT 252 (TCC); [2010] S.T.I. 2351

• Icebreaker 1 LLP v Revenue and Customs Commissioners [2010] UKFTT 6 (TC)
  
  
• Acting for HM Revenue & Customs in various appeals before the Tax Chamber of the new tribunal system in respect of the proper tax treatment of film financing schemes involving limited liability partnerships (2009).
  
  
• Advising liquidators on matters arising in respect of the liquidation of a Cayman-based hedge fund (with Tom Lowe QC) (2009).
  
  
• Acting for claimant investors in class action to recover losses arising out of investments in split capital investment trusts (2006).