Charles joined haysmacintyre in 1989 and is a Director of tax services. Having previously qualified as a Chartered Accountant, he switched to a career in tax gaining large firm experience.
His technical expertise centres on the various income and capital taxes, with a mixed corporate and private client portfolio. His work involves both UK and cross-border planning assignments, while he is also responsible for his clients’ various compliance obligations.
His broadly based advisory work encompasses owner managed businesses, a variety of partnerships and landed estates. Other instructions cover Stamp Duty Land Tax (SDLT) and Annual Tax on Enveloped Dwellings (ATED) matters, share based remuneration planning and non-controversial use of Employee Benefit Trusts (EBT), and involvement also with pension schemes.
Outside interests, family permitting, include golf and choral singing.
Stephanie is a Trust and Estate specialist and has extensive experience in all aspects of private client tax planning. She works with trustees, settlors and beneficiaries to establish appropriate structures to hold and transfer wealth that are practical as well as tax efficient. She also advises clients with existing structures that require simplification or restructuring.
Stephanie works with UK and offshore trustees to manage their UK tax compliance and accounting requirements. She has particular expertise in managing the complex tax issues surrounding offshore trusts with UK beneficiaries or UK assets, and ensures that her clients don’t fall foul of the many tax traps that exist for the unwary. She also advises on all aspects of inheritance tax including general planning to mitigate liabilities, Business Property Relief reviews and HMRC submissions for both Estates and Trusts. Stephanie is able to assist clients with probate and estate administration and offers a practical and efficient service for even the most complex estates.
Stephanie is a chartered accountant and qualified as a Trust and Estate Practitioner in 2007 as STEP Outstanding Student of the Year. She was chair of the STEP Kent branch for many years and still serves on the committee. In 2018 Stephanie was invited by the Office of Tax Simplification to sit on the Consultative Committee for their Inheritance Tax Review.
Outside of work Stephanie enjoys cooking, a good book and family holiday.
Ray has spent all his professional life, some 40 years, in private practice starting in a five partner practice, before he joined haysmacintyre.
His clients range from sole traders and partnerships to small and medium sized companies, and he is involved with all aspects of their audit, accountancy and taxation affairs. Ray also has extensive experience of the not for profit sector including charities and clubs.
The service Ray provides is very hands-on and he has strong relationships with his clients.
Ray has two grown up daughters which enables him and his wife to take even more city breaks. He also enjoys visiting historic houses and the English countryside.
Elena has over 15 years' of experience assisting corporate clients, ranging from owner managed businesses to UK groups with overseas subsidiaries.
Elena joined haysmacintyre in 2011 as Audit Manager, having qualified as Chartered Certified Accountant with a top 15 firm and is now a Director in our fast growing outsourced accountancy services team.
Elena works with clients across a wide range of sectors including financial services, hospitality and property. She supports her clients with their budgeting processes, management accounts and when required, GABRIEL reporting, as well as end of year statutory compliance work. Elena prides herself on having excellent relationships with her clients and on delivering the assignments on time.
Tom joined haysmacintyre in 2009 from a top ten audit firm, after qualifying as a Chartered Accountant in 2004.
As a corporate specialist, Tom manages audits and financial reporting assignments and is involved in financial due diligence projects. His audit clients operate internationally and in a variety of industries, but his particular specialisms are in the property, technology and financial services sectors. Tom is a member of the firm’s Property team.
Tom is also a member of the firm’s Technical team and advises clients and colleagues on technical auditing and financial reporting issues. This role sees him attend Financial Reporting Council (FRC) and Institute of Chartered Accountants in England and Wales (ICAEW) seminars and other technical courses. He writes technical guidance and articles for haysmacintyre.
Outside of work, Tom is a fan of live comedy, a keen cricketer and sometime golfer. Having raised thousands of pounds for the Sands charity by completing the London Marathon in 2016, he hopes to do so again.