Katharine advises individuals, businesses and trusts on all aspects of their tax compliance responsibilities and advisory requirements.
With a focus on private client issues, Katharine provides practical assistance to clients on a wide range of issues, including:
- Individuals coming to and leaving the UK
- Property ownership, including the recently introduced Annual Tax on Enveloped Dwellings (ATED)
- Capital Gains Tax
Her clients also benefit from her advice on:
- Self employment
- Tax planning
- HMRC enquiries and International Information Exchange agreements
She has particular expertise in Inheritance Tax and estate planning as well as UK and offshore trusts, and has established haysmacintyre’s new range of probate services.
Katharine is a Chartered Accountant and Chartered Tax Adviser and is a member of the Taxation Committee of the Institute of Chartered Accountants of Scotland (ICAS). Katharine has previously worked for Big 4 and Top 20 advisory firms.
She has often been quoted in the general and tax press, presents at seminars and hopes to translate sometimes overly technical tax issues and opportunities into plain English.
Away from the office, Katharine enjoys travel, wildlife and photography and combining all three whenever she can.
Jane is a Director in our not for profit team. She joined haysmacintyre as a graduate trainee in the audit department in 2008 and has specialised in the not for profit sector since qualifying in 2011.
Jane works with a wide variety of not for profit entities and has a particular interest in arts and culture, education and faith charities.
Jane builds collaborative relationships with her clients and invests time in understanding their activities and mission. In addition to providing her clients with financial reporting and accounting guidance, Jane advises her clients on management reporting, governance, risk management and structure. She has spoken at haysmacintyre seminars and external events and has written articles for the sector press.
Jane is part of haysmacintyre’s technical and training team and is responsible for designing and delivering regular training courses for our audit staff.
Outside of work Jane enjoys singing, skiing and sailing. She is a trustee and the treasurer for Colchester Choral Society, which has given her a greater understanding of the challenges her clients face.
Jeremy is Managing Partner of haysmacintyre and has been a Partner with us since 1995.
Jeremy and his team provide a range of audit, accounting and tax services and also more specialised consulting and advisory initiatives to over 100 clients drawn from the Professional Institutes & Membership Bodies (PIMBs) sector which is dedicated to servicing the business and tax needs of organisations such as professional institutes, national membership organisations, trade associations, clubs and national governing bodies of sport (NGB). As a leading figure in the PIMBs sector, Jeremy is an active supporter of PARN (the Professional Associations Research Network) and haysmacintyre are hosts to their finance special interest group and contributors to their annual benchmarking report. This initiative is complemented by his current and previous roles as a non executive director with various corporate and not for profit membership bodies. A regular speaker at sports seminars, under Jeremy’s leadership, haysmacintyre first produced the annual NGB benchmarking report, understood to be the only participatory comparative report for sports governing bodies available in the UK.
Jeremy has held various management positions in the firm, including Head of Marketing, Head of Company Secretarial, and on both our Management and Supervisory boards, and currently he is a non executive director of MSI Global Alliance, our international association of accountants and lawyers, for which he attends the annual world and European conferences.
Jeremy qualified with haysmacintyre in 1990 and became a Partner in 1995.
Anna has over 18 years’ experience in the charity and not for profit sector and holds the ICAEW Diploma in Charity Accounting (DChA). Having trained and qualified in a specialist not for profit audit firm, she then worked for a number of national charities, including as Finance Director for Hospice UK and most recently, Director of Finance and Operations for BBC Children in Need.
In addition to her experience as a Finance Director within the charity sector, Anna is a Trustee and the Chair of the Audit Committee of the Money Advice Trust.
Anna leads our very popular charity seminars, which give charity finance staff, CEOs and Trustees regular updates on financial, regulatory and governance issues affecting the sector. She is a regular speaker in the sector and co-authors our benchmarking reports in the charity sector.
Anna sits on the firm’s Management Board as Head of Operations and Finance.
Tom joined haysmacintyre in 2009 having specialised in the charity and not for profit sectors since 2003.
Tom’s role as Audit Technical Director within haysmacintyre’s Not for Profit team encompasses managing a portfolio of audit clients, designing and delivering internal training courses on technical audit and accounting matters, and speaking at external seminars and conferences.
His client work is focused on our Faith and Professional Institutes and Membership Bodies (PIMBs) sectors, but he works with charities of all shapes and sizes, including a number of large independent schools.
Outside the office, Tom is a Trustee of a small theatre charity, which helps him to see things from the client’s point of view.
Tom’s main non-charity interests are his five year old daughter and the local CAMRA cricket team.