Meet The Team

David has over 30 years’ experience in advising businesses and their owners in all aspects of tax, with specific interests in family-owned businesses, providing advice through the life cycle of the business to help reduce taxes, to ultimate exit from the business.  Advice covers profit extraction, capital gains tax advice and associated business reliefs, together with inheritance tax planning.  Business exit planning includes how to pass on your business to the next generation, or structuring a trade sale, or if more suitable, considering and structuring a management buyout if this is your best option to achieve a successful exit.

Emma has over 20 years’ experience supporting SME client businesses in all areas, from preparing management accounts, assisting with software integration and internal reporting, to providing day to day advice.

Liz has over 20 years’ experience supporting a wide range of clients, including dedicated management support, day to day help and advice and providing assistance and training on a range of accounting software.

Mae trained and qualified with DLA and looks after many of our smaller client businesses, providing day to day support across accounts, vat and Xero software training and assistance.

Janette has over 20 year’s experience working in payroll, advising on all aspects and dealing with small and large payroll clients and is expert at dealing with the many complications of the current compliance landscape, such as pension filing, salary sacrifice, payrolling benefits and so on.