Phil is a Chartered Tax Adviser and has specialised in VAT for over 28 years. He became a Partner at haysmacintyre in 2013 and heads up our VAT department. Like many indirect tax specialists, he started his career with HM Customs & Excise, initially as a visiting VAT officer, before moving on to specialist fraud teams. His real interest in the tax began in 1995 when he was promoted to Senior Officer and moved to the VAT Policy Directorate in Customs HQ. Here he became involved in litigation for the first time and developed a deeper knowledge of the tax, providing technical advice to colleagues in regional VAT offices, as well as providing training to other VAT officers, and helping draft VAT legislation.
He left the department in 1998 to join Hays Allan, a predecessor firm of haysmacintyre where he remained until 2005. After a spell with a larger firm he re-joined us in 2007.
Phil's primary focus is in the not for profit, land and property and financial services sectors; all areas where the VAT legislation can be at its most complex. His goal is to make it as simple as possible for his clients and he believes that an adviser should be prepared to give considered, but practical advice and recommendations. He also believes that communication is essential and that advice must be given as clearly and concisely as possible.
Outside work, Phil enjoys reading (anything and everything), art and antiques (particularly the Arts & Crafts movement), walking in Cornwall and Yorkshire, and watching rugby (having decided he was too old and skinny to carry on playing after tackling a particularly large Metropolitan policeman).
David is a Chartered Accountant at haysmacintyre and provides audit and related financial services to charities and other not for profit organisations.
He trained in Suffolk before working with what is now Ernst & Young in London and Sydney. On returning to the UK, David joined Merrill Lynch’s Internal Audit department based in London but working much of the time overseas and focusing on new systems and controls following the 'Big Bang'. After obtaining an MBA from Cranfield in 1988, he joined the Schools and Charities team at one of our predecessor firms and became a partner in 1990.
David is actively involved in audit and related financial advisory services, including addressing boards of trustees on financial planning, monitoring and governance issues and in connection with our specialist services such as employment taxes, commercial trading and VAT. His work with independent schools includes advising boards of governors on public benefit and fundraising issues, and he advises and assists religious congregations and other faith charities with the restructuring of their activities.
He is a regular speaker at sector conferences and writes for various publications. He is also a governor of an independent boarding school and a volunteer for a medical relief charity.
David is a member of hockey and tennis clubs and occasionally turns out for two cricket teams; this is when he isn’t mending fences to restrain an inquisitive puppy!
Lee has specialised in the charity and not for profit sector for 15 years and was appointed Partner in October 2017. He joined haysmacintyre in 2015 from another specialist not for profit accountancy firm.
He works with a variety of charities in this space, but has focused on supporting independent schools and faith based charities.
As well as ensuring his clients respond to their compliance responsibilities, Lee also assists clients on financial system reviews, recruitment of key financial personnel, financial due diligence, fraud investigations and technical accounting treatments.
Lee is a regular speaker at haysmacintyre seminars, including the trustee training programme and guest speaker for the Catholic Charity Conference seminar series, as well as having responsibility for some staff training. His specialist topics include accounting and reporting and fraud and financial governance.
Lee is a keen sports fan and is an avid supporter of Liverpool FC and he also follows Harlequins FC. Lee and his wife have completed the Brighton marathon twice raising money for charity.
Louise has worked in the charity and not for profit sectors for most of her career, having trained and qualified as a Chartered Tax Adviser. During her career Louise has specialised in working with charities and other related not for profit entities and has worked for RSM Robson Rhodes and more recently, Grant Thornton UK before joining haysmacintyre.
Louise has a particular interest in the not for profit sector and advises her clients on the use of corporate group structures for tax planning and efficiency, property related advice, maintaining the direct tax charitable reliefs, claiming theatre tax relief and maximising entitlement to Gift Aid amongst other things!
Louise is an Observer Member of the Charity Tax Group. In her spare time, Louise enjoys the outdoors, particularly walking, cycling and gardening and also loves cooking up a storm in the kitchen.
Richard became a Partner with haysmacintyre in 2008 having trained in both the corporate and not for profit sectors. He has been actively involved in the internal management of the firm on our Audit Committee and spent five years on the partnership Management Board.
Richard is our head of Charities and Not for Profit team, and is particularly interested in charities delivering care, arts and culture organisations and independent schools. He provides both external audit services and advisory and consultancy services to their management teams, and sees his role as a key adviser for management and trustees in achieving their charitable objects and longer term strategy. Richard has a particular interest in governance and risk management processes, as well as improving financial systems, controls and management reporting.
He has been actively involved in the training of the not for profit team and leads our external trustee training programme, in association with Farrer & Co, which is an invaluable contributor to our corporate social responsibility policy, in enabling charity trustees to benefit from training and sharing experiences with their peers in a cost effective way. Richard has himself practical experience as a Trustee with the Royal Marines Charitable Trust, part of the Royal Navy and Royal Marines Group. He is their representative on the group finance and audit committee.
As an avid motorcycle fan, Richard follows British Superbikes, World Superbikes and Grand Prix. He also owns the rights to the Marshan brand of powerboats, and competes in the offshore racing series with the Offshore Circuit Racing Drivers Association (OCRDA).