Giles heads up the firm’s accounting services department and has over 25 years experience as a Chartered Accountant.
Giles spends his time leading the accounts team to deliver the compliance needs of our clients. Those clients are predominantly owner managed businesses based in and around the North West and across many industries including construction, manufacturing, technology. We have a number of clients who operate in sectors with additional regulatory requirements such as legal firms, financial services, medical and dental practices.
Giles has assisted a number of clients acquire businesses or dispose of their own, again across many different industries.
"It is absolutely key that business owners fully understand the accounting and taxation effect of the business decisions that they make. I am always on hand to provide my view and any additional explanation to allow my clients to have all the necessary knowledge to ensure the best possible outcome."
Dave heads up the firm’s tax services and has nearly 30 years’ experience working in taxation.
A Chartered Tax Adviser, Dave spends his time providing tax advice to a range of business owners, entrepreneurs and high net worth individuals across the North West and beyond.
Dave advises on both Corporate and Personal tax matters and has considerable experience in the following areas;
- Advising on Corporate Re-structuring
- Advising shareholders when exiting businesses
- Assisting clients in claiming Research and Development Incentives
- Helping clients implement tax efficient share options schemes
- Implementing tax efficient remuneration strategies for his clients
- Negotiating Company share valuations with HMRC
- Advising clients on Capital Gains Tax and Inheritance Tax issues.
"Effective communication is key when advising clients on tax matters. It helps the client to understand what are often complex issues. It also helps me to better understand the client's short and long term goals – meaning I can tailor the advice to suit their needs"