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.
Mark has over twenty years’ experience of working with private clients, most of which has been with haysmacintyre. He became a Partner in January 2018.
He works with a wide-range of private clients, professional partnerships, directors of large corporate clients and entrepreneurs on diverse subjects such as the benefits of incorporation or self-employment, remuneration planning and choosing the right business structures for professional partnerships considering converting to LLP status.
Mark frequently speaks on the tax advantages of angel investing and in particular the benefits of both the Enterprise Investment Scheme (EIS) and Seed Enterprise Investment Scheme (SEIS). He is an advisory board member of Angel Academe, an award winning and growing network of high-wealth investors.
Mark recently obtained his certificate in Probate and Estate Administration and leads haysmacintyre’s Inheritance Tax Advisory and Compliance team. He works closely with Epoch Wealth Management, an independent financial advisory company, to provide practical solutions on inheritance tax including the use of trusts, family investment companies and other lifetime planning opportunities to reduce future inheritance tax liabilities.
He advises many of our international and non-domiciled clients and has worked with many firms within MSI Global Alliance, our worldwide alliance of legal and accounting firms, to provide tax solutions for clients within the UK and overseas.
Outside of work, Mark can’t quite leave the numbers alone as he is a Trustee and Treasurer of his local Scout group. When he does get away, Mark’s holidays are often combined with international sporting events and he can usually be found in the crowds cheering on British athletes all across Europe.
David is a general practice Partner at haysmacintyre with many years' experience of advising businesses and private individuals.
David previously headed our Property unit and now acts as its senior adviser. He has expertise in structuring corporate transactions and reorganisations (property and non property related), from both an accounting and tax viewpoint and considering the implications for a company and its shareholders.
He has dealt as reporting accountant for flotations, acquisitions and disposals for both public and private companies. In addition, he has taken responsibility on behalf of clients for detailed negotiations with vendors or purchasers in dealing with the structure of the purchase and sale of companies. David's skills and experience are based on the interaction of shareholder and corporate taxation and the need to adopt a combined approach to tax planning. It is here that his vast and broad-based experience gained from before and during two recessions can be put to full use.
A substantial part of David's portfolio is advising private clients, both UK domiciled and non domiciliaries. The experience gained over many years dealing with family companies and their shareholders from more than one generation means that David is ideally placed to advice on moving wealth down the generations.
David also has considerable experience of cross border issues from both an accounting and taxation perspective. From 2001 to 2018 he was a Director of MSI Global Alliance, an international association of independent professional firms with some 250 firms in over 100 countries worldwide, In this role he gained a considerable contact base of accountants and other professionals worldwide.
As a lifelong, passionate and moderately successful racing sailor, David is involved in the administration of the sport on both a professional and voluntary level. He has for some years been a volunteer Harbour Commissioner for a south coast port having and now chairs this public body.