The Friendly Team

So you know you're dealing with real people just like you, we thought we'd tell you a bit about ourselves:

Richard and I have over 50 years combined experience in the industry (I like to say that Richard has 45 years and I have only 5 years but that would be untrue!)

And Richard and I also understand what it's like to run a small business because we're one too!

As we have two sons who are 11 and 15 we appreciate how important it is for you to get the right balance between business and home-life. Our eldest son has Aspergers which is an autistic spectrum disorder (click here if you'd like to find a bit more out about this) – and this brings its own set of challenges!

We also have 3 cats and one dog and love nothing more than going for long walks in the countryside – weather permitting!

If you'd like to know more, read on…

RICHARD BALDWYN ATT, CTA

Nobody likes paying too much tax, so I'll ensure you pay the least amount of tax within the law.  Remember if the bloke down the pub tells you about it and it sounds too good to be true it probably is!

I used to work for the taxman in London before seeing the light and turning away from the dark side. This means unlike most of our competitors I’ve gained a unique insight into the inner workings of a Tax Inspector’s mind and this will come in particularly handy should you ever have a tax enquiry.

I've achieved many positive results for clients over the years – such as:-

  • Securing a tax deduction for a client's dental expenses (he's in the music business and I'm sure you'll have heard of him!) and obtaining tax relief in excess of £25,000 as a result.
  • Restructuring a client's business and saving tax in excess of £125,000.
  • Successfully defending a client's tax residence position from an HMRC challenge, resulting in a tax saving of over £50,000.
  • Property tax planning which ensured a client realised tax-free capital gains of over £500,000 - meaning a tax saving of £200,000.
  • Obtaining tax relief for a senior executive's legal expenses, resulting in a tax saving of over £200,000.
  • Ensuring a client paid tax at only 10% on the sale of their French holiday home and saving tax of over £25,000 as a result.
  • Winning a case against HMRC before the commissioners and saving a client tax of over £7,000.

During my many years in practice I have dealt with all manner of clients from well-known entertainers and multi-million pound groups of companies to small businesses – including hotels, pubs, restaurants, dentists, doctors, solicitors, surveyors, retailers and even farmers.

I have considerable experience of different types of business structures including sole traders, LLP's, partnerships, owner managed limited companies either stand alone or in a group.

I’m heavily focused on tax planning as well as compliance and I’ll constantly work with you to ensure that your tax bill is kept to a minimum.  I have advised clients on a variety of matters, such as tax efficient remuneration strategies, employee share schemes, tax residence, choice of business structure, property tax planning (this list is not exhaustive..). 

As you can see from the above, in some cases the tax savings amount to six figures!

I also promise to speak to you in plain English without the jargon (something I learned from dealing with actors and pop stars for many years!).

Qualifications:
Associate of the Chartered Institute of Taxation
Member of the Association of Taxation Technicians

Outside of work:

My favourite hobby is cycling as it keeps me fit and gets me away from my wife and children – a plan with no drawbacks!

But my real passion is music and I always amaze (or is it bore?!) everyone with the breadth of my knowledge!

Favourite band: Queen (followed closely by the Eagles - how can you choose between them!)

Favourite film: It's a wonderful life - call me old fashioned but this always brings a lump to my throat

If I was a fictional character I would be: Jack Reacher - and no, we didn't name our son after him!

LESLEY WARD BSC, FCA

My biggest passion is helping my clients make more money – often by making small changes to the way they run their business.

My past is almost as shady as Richards. I graduated from Warwick University in 1987 with a first class honours degree in Accounting and Financial Analysis – it was then I realised I was a born accountant!

I qualified as a Chartered Accountant with KPMG – one of the biggest accountancy practices in the world.

Over the next six years, I obtained invaluable experience working on a diverse selection of clients ranging from sole traders right up to large plcs. My experience also covers many different industries including manufacturing, engineering, retail and services.

I've worked in KPMG’s training department developing and delivering training on a wide variety of business related topics (fortunately not just accounting!). This experience could be used to help develop training programmes for your business.

Because I also spent a number of years working in industry (including working as a VP of a division of a major bank and a Finance Director for a subsidiary of a major FTSE 100 company) I understand how a business operates in practice, rather than theory.

I can therefore use this knowledge and extensive commercial expertise to add value to the services I provide to your business. When I worked in industry, I transformed a loss making division into a healthy six figure profit within less than 2 years. Just think of the difference I could make to your business.

Qualifications:
Fellow of the Institute of Chartered Accountants in England and Wales
BSc (First Class Hons) in Accounting and Finance

Outside of work:

My favourite hobby is reading which is coupled with my least favourite hobby of going to the gym!

I’m also kept on my toes by my two sons who run me ragged!

Pet hate: school holidays!

Favourite band: Glen Campbell (OK - not a band but I love him anyway!)

If I was a superhero I would be: Catwoman - OK I'd never wear the outfit but I've got 3 cats!

Spread the word!