Member Firms Specialist Business Sectors
All MGI member firms have access to each others’ specialist knowledge, greatly enhancing the range of services they are able to provide to clients. All of our members offer a full range of general audit, accountancy and taxation expertise, and all also have their own particular specialisms, which are listed below.
- CBW
- Harrison, Beale and Owen
- Midgley Snelling
- Milsted Langdon
- Rickard Keen
- Rowleys
- Seymour Taylor
- Watson Buckle
CBW
Corporate recovery and insolvency
Our team has the experience, focus and determination to resolve any financial crisis - whether personal or corporate. It also has the confidence and compassion to do so with the minimum of fuss. Led by John Alexander, it has the commitment to quickly identify the source of the problem and the energy to drive through the necessary changes.
John Alexander: +44 (0)20 7309 3827 JOHN.ALEXANDER@cbw.co.uk
Forensic and investigation
Concise evaluations that create powerful financial arguments are what this CBW team is known for. Paul Smethurst ,Peter Luscombe, and Arthur Harverd use their renowned flair, diligence and experience to analyse and interpret complex data. Clients include regulators, commercial organisations and leading legal firms.
Paul Smethurst: +44(0)20 7309 3904 PAUL.SMETHURST@cbw.co.uk
Starting up in the UK
CBW has expertise in establishing new businesses in such a way that ensures full cross-border compliance and international tax efficiency. The firm also provides cultural and operational solutions including outsourced payroll and bookkeeping functions.
Paul Woosey: +44 (0)20 7309 3844 PAUL.WOOSEY@cbw.co.uk
Wealth management
The CBW approach is simple, beginning with a review of the client’s current situation, their goals and their appetite for risk. A personal advisor will then tailor a strategic plan, using only the most appropriate tools and products available from across the entire market. The CBW Wealth fee-based approach ensures that the consultant is fully-focused on the client’s requirements rather than the need to generate commissions.
Tony Lesser: +44 (0)20 7309 3843 Antony.Lesser@cbw.co.uk
Harrison, Beale and Owen
Accounting, audit and tax
HB&O take seriously the core financial disciplines that any worthwhile firm of chartered accountants must provide. The organisation’s approach to the essentials of accounting is based on a culture of no surprises. It provides an efficient, value for money service from which HB&O can help with clients’ business, taxation and financial advice needs. We can also take care of your payroll, regular bookkeeping and management accounting whatever the size of your company.
Phil Ewing (0)24 7663 1303 phil.ewing@hboltd.co.uk
Developing wealth
Whether starting out in business or planning investment, looking to grow an enterprise or reap the rewards of a long term project, HB&O can help at each point along the way. Wealth creation and maintenance encompasses all the high-quality services HB&O offer to provide the best possible benefits for its clients. Profit enhancement is an area which shouldn’t be overlooked and we can provide profit improvement planning as part of our tailored approach for each client.
Rob Kendall (0)1926 422292 rob.kendall@hboltd.co.uk
Business advice and tax planning
Helping business owners and individuals assess and achieve their goals is a core part of HB&O’s approach. Everyone’s needs differ and so the company tailors its approach to ensure its clients get the full benefits of advice in business, tax and wealth development.
Andy Farren (0)1926 422292 andy.farren@hboltd.co.uk
Independent financial advice
HB&O take a holistic approach to financial planning, which enables its clients to achieve their short, medium and longer term financial goals. The company is dedicated to creating financial planning solutions that are tailored to the unique and changing needs of all its clients. HB&O works with clients to identify both immediate needs as well as helping to plan for a solid financial future, so that they and their family can enjoy financial security and true peace of mind.
Tracey Hackett (0)1926 422292 tracey.hackett@hboltd.co.uk
Business acquisitions and disposals
Sometimes the best way to improve competitive edge is through a merger or acquisition. This can be a complex and time consuming process, if it not dealt with in a professional manner. This is an area where the support and assistance of HB&O’s trained professionals with practical experience can help. HB&O also specialise in assisting with management buy-outs and buy-ins.
Rob Kendall (0)1926 422292 rob.kendall@hboltd.co.uk
Charities and not-for-profit
HB&O can assist in preparing accounts in statutory format, as required by the current legislation, and keep charities up to date with any changes to the formats as and when they occur. From newly-formed, small charities to larger organisations with several branches, HB&O have the expertise and experience to provide all the appropriate accounting and auditing requirements.
Mark Ashfield (0)1926 422292 mark.ashfield@hboltd.co.uk
Wills, trusts and estate planning
The legislation that governs passing on an estate to chosen beneficiaries requires advanced planning. Since none of us knows when our time will come, this means making the necessary provisions now. It is equally important when planning to transfer an estate that adequate provision is left for the later years of life. Striking this balance calls for considerable skill, foresight and a detailed knowledge of the tax regime – all of which HB&O can provide. We can also help with drawing up a will as well as updating this vital document. We recommend reviewing your will every five years to ensure that your estate is dealt with as tax efficiently as possible to leave more of your hard-earned savings to those you care about.
Donald Hunter (0)1926 422 292 donald.hunter@hboltd.co.uk
Forensic accounting
From time-to-time, disputes inevitably occur and when they do HB&O can help resolve issues in a fast and efficient manner. They can provide comprehensive forensic accounting services on a range of subjects including share valuations, personal injury claims, contractual disputes, contested business losses, matrimonial disputes, professional negligence claims, tax, proceeds of crime, copyright, royalties and fraud.
Phil Ewing (0)24 7663 1303 phil.ewing@hboltd.co.uk
Midgley Snelling
Business Start-ups
Our team of professionals are well-versed in helping budding entrepreneurs to start up new business ventures by advising on structures, finance, registration procedures and statutory documentation. We can also act as a Company Secretary, provide management and financial reporting information and set up internal recording systems to comply with statutory requirements.
James Beecher +44 (0)1932 853393 james.beecher@midsnell.co.uk
Assisting international businesses moving to/setting up in the UK
We can advise firms new to the UK on matters including the structuring of investment vehicles, dealing with HM Revenue and Customs, VAT registration and returns, payroll set-up and management, company tax returns and compliance, audit, stamp duty, transfer pricing and reporting requirements for foreign owners.
James Beecher +44 (0)1932 853393 james.beecher@midsnell.co.uk
Stephen Yeates +44 (0)1932 853393 stephen.yeates@midsnell.co.uk
International tax and financial structuring
We offer guidance and advice on international tax structuring, tax management and offshore tax planning, and can also ensure compliance with complex tax rules around the world in cross-border transactions, using our in-depth and up-to-date knowledge of local rules.
Andrew Grout +44 (0)1932 853393 andrew.grout@midsnell.co.uk
Robin Sewell +44 (0)1932 853393 robin.sewell@midsnell.co.uk
Jonathan Farrow +44 (0)1932 853393 jonathan.farrow@midsnell.co.uk
Stephen Yeates +44 (0)1932 853393 stephen.yeates@midsnell.co.uk
Tax Consultancy for non-domiciles, emigrants and immigrants
Those moving to or from the UK can benefit from our support with pre-arrival planning and ongoing compliance with national and international tax requirements.
Robin Sewell +44 (0)1932 853393 robin.sewell@midsnell.co.uk
Peter Bond +44 (0)1932 853393 peter.bond@midsnell.co.uk
Formation, Structuring and management of Offshore Trusts and Companies
We offer a comprehensive range of services for personal and corporate clients looking to set up an offshore company or trust. We can advise on matters including the setting-up and management of a company or trust, optimising the flow of dividends, royalties and interest payments between different countries and international employment structuring.
Jonathan Farrow +44 (0)1932 853393 jonathan.farrow@midsnell.co.uk
Stephen Yeates +44 (0)1932 853393 stephen.yeates@midsnell.co.uk
Robin Sewell +44 (0)1932 853393 robin.sewell@midsnell.co.uk
Andrew Grout +44 (0)1932 853393 andrew.grout@midsnell.co.uk
Milsted Langdon
Audit and Accountancy
Our scaleable services can be tailored to suit virtually any size or type of client - working alongside in-house finance departments or bookkeepers for smaller businesses. Our clients range from sole traders to major groups of companies and publicly quoted businesses, being spread throughout the UK. In addition to encompassing the majority of commercial sectors, we are also particularly experienced in providing specialist audit services to legal and medical practices, chartered surveyors and charities.
Bristol Office: Sarah Jenkins +44 (0)117 945 2500 sjenkins@milsted-langdon.co.uk
Taunton Office: Nigel Fry +44 (0) 01823 445566 nfry@milsted-langdon.co.uk
Yeovil Office: Gary Salter +44 (0) 01935 383500 gsalter@milsted-langdon.co.uk
International services
We are experienced in helping out clients to operate globally, with particular expertise in international VAT and tax planning, cross-border trading and international group structures.
Elaine Durrant + 44 (0) 1935 383500 edurrant@milsted-langdon.co.uk
IT consultancy
With technology and the use of IT changing at a rapid rate, the Milsted Langdon team can act as sole IT consultants or work with in-house departments. Areas of expertise include the development of an IT strategy, system health checks, IT problem solving, computer hardware and software, local area and wide area networks, the internet, disaster recovery and system security.
David Watson + 44 (0) 1823 445566 dwatson@milsted-langdon.co.uk
Personal and corporate tax
We ensure our clients’ wealth is maintained over the long term, and across the generations, by offering advice on tax planning, tax investigations and international tax - as well as taking care of self-assessment tax returns. We offer our business clients support with partnership tax, incorporation, business sale advice, corporation tax, payroll advice and HMRC investigations.
Simon Denton + 44 (0) 1823 445566 sdenton@milsted-langdon.co.uk
VAT consultancy
We offer an extensive range of VAT services and can provide expert advice on many VAT issues, from the routine completion of VAT returns to more complex rules covering areas such as property or business acquisitions and disposals.
Hugh Mitchell + 44 (0) 1823 445566 hmitchell@milsted-langdon.co.uk
Corporate finance
We provide corporate finance advice to help with the major changes in business, structuring transactions, negotiating the best possible outcome and making deals run as smoothly as possible. Our experienced team is ideally suited to help business owners, whether they are looking to acquire another firm, sell all or part of the business, or enter into a joint venture. Encompassing debt, equity, public listing, asset backed, grant and other forms of funding, we can also provide assistance with raising finance and establishing the value of a business for sale purposes.
Richard Plunkett + 44 (0) 117 945 250 rplunkett@milsted-langdon.co.uk
Mediation
Our team has a proven track record in resolving commercial disputes in a manner which is acceptable to all parties involved, without needing to resort to a lengthy and costly court action. The team is headed by Roger Isaacs, a qualified mediator accredited by the Centre for Dispute Resolution.
Roger Isaacs + 44 (0) 117 945 2500 risaacs@milsted-langdon.co.uk
Forensic accountancy
We have considerable experience in preparing expert witness report and enjoy an enviable reputation for our performance under cross-examination. We work closely with solicitors to build a case, bringing our practical knowledge to forensic instructions. The firm is a member of NIFA - the Network of Independent Forensic Accountants.
Roger Isaacs + 44 (0) 117 945 2500 risaacs@milsted-langdon.co.uk
Financial services
Milsted Langdon Financial Services Ltd has a team of independent financial experts to help private individuals or companies plan their financial affairs. We are completely independent of any product provider, meaning we can always offer truly impartial advice. Our aim is to build long-term, personal relationships with our clients to ensure that, as their needs and circumstances change, their financial plans can change with them.
Steve Horton +44 (0) 1823 445566 shorton@milsted-langdon.co.uk
Insolvency and corporate recovery
We are experienced in helping both companies and individuals to resolve their financial difficulties and put in place strategies for recovery and future growth, minimising personal damage while ensuring compliance with all legal requirements.
Bristol Office: Simon Rowe + 44 (0) 117 945 2500 srowe@milsted-langdon.co.uk
Taunton Office: Tim Close + 44 (0) 1823 445566 tclose@milsted-langdon.co.uk
Payroll bureau
Our payroll systems process information for companies of any size accurately, quickly and economically, allowing payslips to returned on the same day if required.
Mike Lean + 44 (0) 1823 445566 mlean@milsted-langdon.co.uk
Rickard Keen
Agriculture and Rural Affairs
We have extensive knowledge of the financial issues facing agricultural enterprises, including diversification, succession planning and tax-efficient inheritance arrangements. Our team will also work with land agents and legal advisors to provide comprehensive, joined-up professional support.
Bill Gould +44 (0)1702 347771 bill.gould@rickardkeen.co.uk
Aviation
We can provide audit, accounts, business strategy, business structure, financial outsourcing and VAT advice to aviation businesses, in line with the particular challenges facing the sector, including intense competition, high fuel costs and the international nature of the industry.
Bill Gould +44 (0)1702 347771 bill.gould@rickardkeen.co.uk
Legal Firms
Through working alongside legal practices, we offer a thorough understanding of the Solicitors’ Account Rules, and the particular business needs of professional practices and partnerships. Our support ranges from the day-to-day financial issues involved in running a business to major developments such as mergers and exit strategies.
Noel Kelleway +44 (0)1702 347771 noel.kelleway@rickardkeen.co.uk
Medical Profession
Through years of service to the medical profession, we have accumulated experience in a wealth of issues, such as claiming reimbursements from the NHS, accounting for income from different sources, preparing superannuation certificates, drawing up partnership arrangements and advising doctors who are technically self-employed but participate in the NHS pension scheme. We are members of the Association of Independent Specialist Medical Accountants (AISMA).
Alan Worsdale +44 (0)1702 347771 alan.worsdale@rickardkeen.co.uk
Forensic Accounting
We work with our clients’ lawyers to study and interpret the facts of a legal dispute over money, including a personal injury claim, contractual dispute, insurance claim or contested business loss. Often, our early involvement can result in the matter being settled out of court, but if there is a need to pursue litigation, we can provide supporting documentation, produce valuations and act as expert witnesses in court.
Noel Kelleway +44 (0)1702 347771 noel.kelleway@rickardkeen.co.uk
Property
We understand that even for experienced property developers and investors, the commercial and financial implications involved in this sector are complex, particularly in relation to tax, allowances and reliefs. Our services include audit, accounts, business strategy, business and personal tax advice, financial outsourcing and VAT.
Bob Sadler +44 (0)1702 347771 bob.sadler@rickardkeen.co.uk
UK Subsidiaries
We are experienced in supporting UK subsidiaries through the processes of setting up in the UK and doing business here, providing advice on compliance with the latest tax and accounting rules and, if required, providing a fully-outsourced accounting and finance service.
Kate Davies +44 (0)1268 548127 kate.davies@rickardkeen.co.uk
Rowleys
Tax and strategic planning
Our specialist tax division, TaxForce, deals with all aspects of tax planning, covering individuals and businesses. This links with our experience in restructuring businesses, including buying and selling companies and helping them develop strategic plans.
Mark Hook: 0116 282 7000 mark@rowleys.biz
Pension schemes
Our technical director Robert Radford was instrumental in writing one of the Pensions audit manuals currently in use in the UK. He is also regularly called upon to lecture on the field of occupational pension schemes. As a result we have particular strength in this somewhat complicated are.
Robert Radford: 0116 282 7000 robert@rowleys.biz
Charities
We act for a significant number of charities ranging from Churches to well known organisations. One of our directors also used to train others on the subject. As a result we can help charities through the various problems resulting from VAT and gift aid, understanding the legislative requirements and trading generally.
Robert Radford: 0116 282 7000 robert@rowleys.biz
Grant funding and sourcing for business
We have acquired a very good working knowledge of the grant system within the UK, and have a strong working relationship with Business Link and various grant funders. As a result we are able to advise businesses on what funding is available and if criteria can be met assist in obtaining grants for them.
Paul Bonnett: 0116 282 7000 paulb@rowleys.biz
Independent financial advice
Through our associated company Rowley Turton IFA Ltd, we can offer access to specialist wealth planners who can provide portfolio management of savings and investments, and advice on personal investment planning. We can also advise on pensions, including pension splitting on divorce, inheritance tax and trusts.
Alan Turton: 0116 282 2177 alan@rowleyturton.com
IT services
Rowleys IT Services Ltd offers website design and build, with great design and the latest web standards. Our particular strength is in the design and build of ecommerce sites. We also manage search engine optimisation, email marketing and provide an IT support service to minimise downtime and raise productivity.
Chris Booth: 0116 282 2185 info@rowleysit.com
Insurance
We provide an independent insurance broker service through our associated company Allbright Bishop Rowley Ltd, specialising in high-quality home and commercial insurance.
Simon Allbright: 0116 272 0002 enquiries@abr-insurance.co.uk
Seymour Taylor
Specialist Services for UK Subsidiary Companies
We have a real specialism for auditing and advising UK subsidiaries of listed overseas parent companies. We offer all the services required by UK subsidiaries to fulfil their accounting and management requirements, including helping to set up the correct structure in the accounts. We provide a complete outsourced accountancy service, auditing, UK company formations, company secretarial services, VAT returns, payroll services, compliance, full inter-company reporting and secure data transfer.
Simon Turner: 01494 552164 simon.turner@stca.co.uk
Audit and Accounts for Charities
The firm has extensive experience in dealing with all aspects of charities. We offer tailored accountancy, auditing and payroll services, as well as specialist taxation advice, corporate structure reviews and Charities Act advice. Educational charities at primary, secondary and tertiary level are a particular specialisation.
Bill Johnson: 01494 552113 bill.johnston@stca.co.uk
Management Accounts
We have a dedicated Business Services department whose sole purpose is to provide full bookkeeping, VAT and management information to clients. In many cases, a set of figures once a year is not enough. We therefore encourage our clients to consider quarterly, monthly or even weekly management accounts to be in the best possible position to react to economic change.
Matt Brand: 01494 552157 matt.brand@stca.co.uk
Company Formations
If you are looking to form a limited company, we can almost certainly help you and would be happy to assist with your 'corporate' requirements. To make things simple and quick, most of the searches and registrations are done online via our links with Companies House.
Tel: 01494 552100 enquiries@stca.co.uk
Sales, Mergers and Acquisitions
As an independent firm, we are well placed to advise you if your needs extend to the acquisition of a business, the sale/restructuring of your own business or a merger with another business. As part of our MGI membership, we are able to provide a nationwide network whereby details of businesses available or wanted are circulated to thousands of interested parties. The network can also help those who are looking for investors.
Simon Turner: 01494 552164 simon.turner@stca.co.uk
Payroll Bureau
Running a payroll is a chore most busy business people can well do without. Our standard service includes: laser printed payslips, completion of monthly PAYE slips, SSP and SMP calculations, completion of P45, P35, P14 and P60.
Steve Milne: 01494 552112 steve.milne@stca.co.uk
Tax Compliance and Investigations
We have vast experience in all aspects of taxation, both business and personal, UK and worldwide. Our practising company, Just Tax was set up as a response to the growing demand for a fast, no-nonsense value for money tax compliance system. The team has substantial experience in UK taxation, having previously worked at the Inland Revenue. Hampden Tax Consultants, another area of our business, specialises in a advising on tax and pension options to Lloyd’s Names whether they be unlimited sole traders, shareholders in NameCos or members of LLPs.
Eddie Harrington: 01494 552171 eddie.harrington@stca.co.uk
Forensic Accounting
Forensic accountancy normally comes into play during fraud investigations or other types of civil dispute. The work involves the analysis, interpretation and presentation of complex financial and commercial issues, so having our experience in this area is vital. Seymour Taylor has acted as expert witness in a number of cases and is well able to cope with the close working relationships required with the appropriate lawyers and other professionals involved.
Tel: 01494 552100 enquiries@stca.co.uk
Solicitors’ Accounting Rules
We work very closely with legal practices and can jointly offer assistance to our clients with specialist services such as mergers and acquisitions. We provide full support to professional legal practices in dealing with work under Solicitors’ Accounting Rules, preparation of financial statements and comprehensive taxation assistance.
Cliff Baker: 01494 552119 cliff.baker@stca.co.uk
Watson Buckle
Charities
We know about the ‘third sector’ and its unique accounting requirements, and can ensure accounts are prepared in accordance with the relevant legislation. We can also take care of auditing, VAT advice, tax advice including gift aid issues and new charity registration, as well as providing advice on trading and commercial activities and new legislation.
David Warren or Susan Sedgwick: 01274 516700 email@watsonbuckle.co.uk
VAT and Tax Investigations
We are used to supporting clients through tax enquiries and investigations, and can also provide both general and specific advice on VAT issues. Several members of our team worked for the authority before joining us.
John Kinsella or Stephen Tomlinson: 01274 516700 email@watsonbuckle.co.uk
Services for UK Subsidiaries
Watson Buckle has many years' experience in helping overseas businesses to set up subsidiaries in the UK, assisting with issues including company formation, bank account set-up, double taxation, tax, bookkeeping, payroll, management accounts, credit control and transfer pricing. We can provide a complete administration and back-office function, which allows the management team to run and expand their core business activities, knowing that administration and compliance is continuing smoothly and efficiency in the background.
Chris Padgett or Susan Sedgwick: 01274 516700 email@watsonbuckle.co.uk
Corporate Tax Planning
With taxation regimes becoming ever more complex, getting the right advice can make a significant difference to a company’s overall tax bill. Our expert corporate tax team works with our clients to identify which aspects of their organisation’s structure deliver the best opportunities for tax efficiencies, as well as resolving any potential tax issues thrown up by major transactions or changes in the business’s structure.
John Kinsella or Chris Padgett: 01274 516700 email@watsonbuckle.co.uk
Resource centre
Here is where you can find information produced by our member firms which may be useful:
CBW Tips and Tools: http://www.cbw.co.uk/want_to_know/tips_tools/index.html
Seymour Taylor factsheets: http://www.stca.co.uk/factsheets.htm
Watson Buckle factsheets: http://www.watsonbuckle.co.uk/resource-centre/resource-centre.php
Milsted Langdon mini guides: http://www.milsted-langdon.co.uk/news/125-mini-guides-200910.html
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