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.
Paul is a prize winning Chartered Accountant and Chartered Tax Adviser who was appointed a Director in haysmacintyre’s Business Tax team in April 2017. Paul qualified as a Chartered Accountant in 2007 and joined the haysmacintyre from a top ten firm in September 2013.
Paul specialises in tax issues concerning businesses within the haysmacintyre creative, media and technology sector and is expert in advising on the Enterprise Investment Scheme (EIS) and associated shareholder matters; a subject upon which he has presented and is published. Paul has further specialisms in employee share scheme matters, including the Enterprise Management Scheme (EMI) scheme and research and development tax relief. Paul is known for being adept in technical matters and being able to turn his hand to some of the more esoteric tax issues which may arise and is one of the firm’s experts on withholding tax.
Before specialising in tax, Paul was a general accountant for five years and as such is able to advise clients both in relation to accounting and tax matters, as well as being able to assess the commercial implications of transactional activities beyond their tax impact.
Outside of work Paul is a keen cyclist and roller-skater, having competed in several skating marathons in the UK and on the continent. A former singer in bands in his younger days, Paul is a fan of alternative music and still enjoys the odd gig. Paul is also a supporter of Humanists UK.
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.
Bernie Watson has retired as of 1 April 2018.
For any queries please contact Janet Augustine.
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).