The Team

C3 Reps

The C3 Reps blurb.

Catriona Stevenson

Catriona is the Managing Director of C3 Partnership and as her title suggests, she is responsible for managing the day to day running of the business and developing relationships with our key business partners.

Catriona, like the other Directors, left a well known firm in the structured tax planning industry where she spent two years as an Associate Director, to set up C3 Partnership. Previous to the leap into the structured tax planning industry, Catriona was a senior manager at Ernst & Young and a senior manager and North West practice leader of the International Assignment Services Team at PriceWaterhouseCoopers.

In addition to being responsible for the day to day management of the business Catriona also co-develops our working practices and devises (and oversees) the technical aspects of the implementation of our planning.

Charlie Garner

Charlie is a Director of C3 Partnership and spends his time developing the technical content of our structured tax planning as well as undertaking bespoke tax planning for UK and overseas based individuals and trusts. In addition Charlie develops relationships with introducers and provides them with technical support on the products as well as helping them identify new business opportunities through the use of them.

Charlie brings with him a considerable wealth of experience in all areas of taxation and trusts. He began his career in taxation with a Yorkshire based firm of accountants before moving on to a national practice and then becoming the Yorkshire and North East regional tax consultant for the world's largest provider of tax services in partnership with a High Street Bank. Immediately prior to setting up C3, he worked as a Senior Consultant for a well known firm in the structured tax planning industry where he researched and developed complex structures.

Charlie is a Chartered Tax Adviser, a member of the Association of Taxation Technicians, a member of the Society of Trust and Estate Practitioners and has also passed the Chartered Institute of Insurance's financial planning certificate.

Craig Herbert

Craig is the Business Development Director of C3 Partnership and spends his time developing strong relationships with introducing firms of Accountants, Solicitors and Financial Advisors, as well as meeting their clients to explain how our structured tax planning works.

Craig's career in taxation has already spanned ten years, the last four of which (immediately prior to setting up C3) were spent working in business development and sales for a well known firm in the structured tax planning industry.

Prior to that Craig spent six years with H.M Revenue & Customs where, amongst several roles he undertook, in his penultimate year he was headhunted to be part of a new compliance team based in Northern England.

Craig is a member of the Association of Taxation Technicians and the Institute of Sales and Marketing Management.

Sujan Roy

Sujan is a Business Development Consultant at C3 and is involved in establishing and developing strong links with intermediaries and introducer firms of Lawyers, Accountants, IFA's and Wealth Managers, focusing primarily on the London and South East Market

Sujan's background is in corporate and international taxation with global firms in the financial services sector such as Morgan Stanley, HSBC Asset Management and Lloyds TSB Group.

Prior to joining C3, he worked as a Senior Sales Manager at a boutique structured finance company responsible for raising over £1.5 Billion in structured finance solutions focusing on the media, entertainment and film financing sector.

Sujan is a member of the Association of Taxation Technicians and has a law degree from Manchester University.

Alexander Milne

Alex has been with C3 since our inception in 2009 and spent the previous 18 months learning the trade with the same former employer as the Directors, before deciding to further his career with C3.

Alex is one of our Structured Product Consultants and is primarily responsible for one of the most important jobs at C3 which is the efficient and effective implementation of our structured tax planning. This means making sure important documentation is in place for our planning to proceed and liaising with clients and introducers on a regular basis.

Alex is a member of the Association of Taxation Technicians and is currently studying to become a Chartered Tax Advisor.

Chris Wilson

Chris is one of our Structured Product Consultants and joined the team in September 2009. Prior to joining C3 Chris spent the previous 9 months providing high quality implementation work to another firm in the structured tax planning industry, before he decided to progress his career further with us.

Chris’s role involves underpinning our very efficient implementation team processes. Similar to Alex, this means making sure important documentation is in place for our planning to proceed and liaising with clients and introducers on a regular basis.

Chris is a member of the Association of Accounting Technicians and the Association of Taxation Technicians. In passing his ATT exams, Chris received a distinction in two papers - one of which resulted in him being one of the top six students in the country.

Authorised Reps

In addition to our team members who are directly employed by C3, we have also developed close working relationships with a number of established and successful planning consultancy businesses who wished to be able to offer this type of planning product and service to their clients. These consultancies will use C3 products and we have accorded to them authorised representative status as we are confident that they act in the best interests of their clients and their ethics and ethos are consistent with those of C3.

Businesses and individuals who have C3 authorised representative status are;

Mark Greaves - Treadstone Tax

Following university Mark began his career at a boutique tax consultancy firm where he advised a diverse portfolio of private clients and corporate entities on a wide range of tax related issues, with a specific focus on tax planning.

Mark developed his career by joining a "Big 4" accountancy firm before deciding to establish his own consultancy business which advises clients in all aspects of tax planning and provides advice and support to accountants, IFA's and solicitors in the London and SW England area.

Mark has a degree in Law, LLB (Hons) and a postgraduate diploma in Law. Mark has also completed the Bar Vocational Course (vocational training prior to becoming a qualified Barrister and holds a certificate in Inheritance Tax and Trusts from the Association of Taxation Technicians).

Stuart Denness

Stuart joined Midland Bank (latterly HSBC) and over the next 19 years he worked both onshore in the UK and offshore in Jersey, providing financial advice to personal and business clients. In 2004 Stuart joined the Sovereign Trust Company where after a short period was asked to perform the MD role of their new Swiss office in Zurich, the main function of which was to explore and develop opportunities to forge new business links with professional intermediaries.

Following his time in Zurich, Stuart returned to the UK to work for Close Brothers private bank in a business development role providing offshore solutions to UK based individuals and corporate clients.

Stuart's main role as an authorised representative of C3 is to develop relationships with new introducers in the North/East Yorkshire area. Stuart will meet introducers and their clients to explain how our structured tax planning works and the beneficial effects of the planning on clients businesses.

Stuart started working with the C3 team in March 2010.

Careers

At C3 we look for candidates who are energetic and passionate about what they do and who understand the utmost importance that we place on providing the highest level of service to our clients and our introducers.

Accordingly, it's not always easy to find the right people who will deliver what we need in our staff and so we are always interested in hearing from excellent individuals. If you think that you have what it takes to be a member of the C3 team, please send your enquiry, together with a CV, to contact@c3partnership.com.

Work Experience

If you are just starting out in a career and are interested in working in tax as a profession, or simply seeking some work experience and feel that a work experience placement may help you decide, opportunities within C3 do exist. In the first instance please send your enquiry, together with a CV, to contact@c3partnership.com.

Whilst we aim to accommodate as many requests as possible, we cannot guarantee a work experience placement will be available.