Janet Parker

MBA
Senior Manager

Experience

  • Valuing businesses for the purposes of both forensic accounting cases and corporate finance transactions.
  • Investigation of internal fraud and advising on prevention of fraud.
  • Tax investigations.
  • Quantifying consequential loss claims.
  • Advising family businesses on financial and statutory year end reporting.
  • Tax planning for owner managed businesses including tax efficient profit extraction.
  • Remuneration planning.
  • Succession planning.

Recent Transactions

Janet is a Senior manager within our group and has worked closely with our Forensic directors for over 13 years. She has a wealth of experience covering a wide range of different cases.

Janet has over 30 years’ practice experience. She is a trusted adviser to many of our clients and brings her experience of investigating, understanding and advising private companies throughout the business cycle to bear when assisting our experts on forensic accounting matters.

Janet has worked on a wide range of cases including matrimonial, fraud and consequential loss.

Joshua Cadwallader

ACA
Executive

Experience

  • Advising family businesses on financial and statutory year end reporting.
  • Tax planning for owner managed businesses.
  • Valuing businesses in forensic accounting cases.
  • Tax compliance for individuals and owner managed businesses.

Recent Transactions

Josh is a chartered accountant with four years’ experience and provides assistance on forensic accounting cases and accounting and tax compliance support to owner managed businesses amongst our client base.

Josh assists our experts on a variety of forensic cases including business valuation.

Rob Whitefoot

FCA
Senior Manager

Experience

  • Valuing businesses in forensic accounting cases.
  • Tax disputes and investigations.
  • Succession planning.
  • Advising family businesses on financial and statutory year end reporting.
  • Tax planning for owner managed businesses including tax efficient profit extraction.
  • Remuneration planning.

Recent Transactions

Rob is a Chartered Accountant with over 16 years’ post qualification experience and is a Senior Manager within our group. He provides support to our experts in on forensic accounting matters, particularly in relation to business valuation and the tax aspects of family and commercial disputes.

In addition, Rob is a trusted adviser to many of our clients. He advises owner managed businesses on their business and tax affairs and has advised clients in a wide variety of sectors from start up through to expansion and succession planning.

Matt Field

CTA
Senior Manager

Experience

  • Transaction tax planning; including companies and unincorporated businesses.
  • Enterprise Investment Scheme relief.
  • Entrepreneurs’ relief planning and structures.
  • Research and development tax claims.
  • Tax enquiries.
  • Management buy outs.
  • Mergers and demergers.
  • Capital gains tax planning.
  • Inheritance tax restructuring (companies and unincorporated businesses).
  • Remuneration planning and tax efficient profit extraction.
  • Share schemes (tax approved and unapproved).

Recent Transactions

Matt is a Senior manager within our group and assists our experts in the tax aspects of expert witness instructions including tax computations on family cases and shareholder disputes as well as on tax professional negligence matters and tax disputes.

Matt specialises in the delivery of tax services to clients of the group. He is a Chartered Tax Adviser with over six years post qualification experience providing specialist tax advice to entrepreneurs, owner managed businesses and larger corporates. Matt provides tax support on corporate transactions as well as in relation to the life cycle of our corporate clients.

Jackie Collier

PA

Experience

  • Administrative assistance in the preparation and management of the production of expert reports.
  • Overseeing case management including setting up files and engagement letters.
  • All aspects of office management and the smooth delivery of our practice service.

Recent Transactions

Jackie is PA to the Directors and has overall responsibility for managing all aspects of the firm’s administration.

Jackie provides essential support to the Directors in the management of their forensic accounting caseloads and oversees case management and the co-ordination of the production and distribution of our reports on a day to day basis.

Maria Rix

BA (Hons) Graphic Design
Senior Executive Assistant

Experience

  • Administrative assistance in the preparation of expert reports.
  • Overseeing case management including setting up files and engagement letters.
  • Website design.
  • Digital marketing.
  • Assisting on corporate financial literature including information memorandums.

Recent Transactions

Maria is a Senior Executive Assistant in the group and leads the administration of the firm’s practice and business development activities.

She also works closely with Jackie Collier in providing valuable additional administrative support to the Directors.

Tony Longman

CTA
Tax Director

Experience

  • Transaction tax planning; including companies and unincorporated businesses.
  • Enterprise Investment Scheme relief.
  • Entrepreneurs’ relief planning and structures.
  • Tax enquiries.
  • Mergers and demergers.
  • Capital gains tax planning.
  • Inheritance tax restructuring (individuals, companies and unincorporated businesses).
  • Remuneration planning and tax efficient profit extraction.
  • Share schemes (tax approved and unapproved).

Recent Transactions

Tony is our Director of Tax overseeing the delivery of specialist tax services to clients of the group. Tony is a Chartered Tax Adviser and has over 30 years’ experience as a specialist tax adviser. Tony started his career in tax at HM Revenue and Customs before moving into practice. Prior to joining the group, Tony led specialist tax advisory teams at KPMG and Grant Thornton.

Tony’s wealth of experience is invaluable in supporting our experts in complex tax matters including assessing tax liabilities on share and business transactions, capital gains tax computations, tax efficient profit extraction and tax professional negligence matters.