People

Meet our Chair

Lena Wilson CBE FRSE

Lena has over 30 years’ business experience across more than 40 countries. She spent eight years as the highly-regarded CEO of Scottish Enterprise before stepping down in 2017. She is currently a non-executive director for a number of high-profile companies including FTSE 50 companies the Royal Bank of Scotland plc and Intertek Group plc. She […]

Meet our partners

Carol Flockhart

Carol is the Managing Partner of Chiene + Tait. She started her accountancy career at Chiene + Tait as a CA trainee in August 1994. Since her traineeship, Carol has worked through the ranks providing business support and payroll advice to a range of clients, rising to the role of Director in October 2008 and […]

Jeremy Chittleburgh

Jeremy has over 25 years’ of experience acting for a number of the firm’s key clients, working across accountancy, audit and corporate finance assignments. During his career at Chiene + Tait, Jeremy has overseen the Audit and Account and Business Support Departments. Jeremy is President of Warrender Baths Club, Honorary Treasurer of Edinburgh World Heritage […]

Helen Mackenzie

Helen Mackenzie is a chartered tax adviser and became a partner in 1996. Helen works across all aspects of our tax services and has specialist knowledge of Value Added Tax and Inheritance Tax. She uses this knowledge to support all Chiene + Tait services, particularly in our private client division.

Malcolm Beveridge

Malcolm Beveridge qualified as a chartered accountant in 1992 and joined Chiene + Tait in 1999. He was made a partner in 2007. Malcolm’s focus is on expanding the firm’s assurance and accounting services. He works across sectors, with a particular focus on the charity, corporate and property sectors. He leads Chiene + Tait’s work […]

John Rodger

John co-leads Chiene + Tait’s tax department, is a Corporate Tax specialist and leads the Firm’s work in the Property sector. He works with clients on corporate tax planning, structuring advice and tax relief claim advice, as well ensuring that clients are fully up to speed with the latest regulations set down by HMRC. John […]

Neil Norman

Neil co-leads Chiene + Tait’s tax department. He specialises in corporate and entrepreneurial work, working with clients on tax planning and tax relief claims including Enterprise Investment Schemes, Seed Enterprise Investment Schemes, Share Schemes, Research & Development tax relief and company disposals. Neil leads Chiene + Tait’s award-winning Entrepreneurial team. He and his team work […]

Paul Mason

Paul is the Corporate Finance Partner at Chiene + Tait. After reading mathematics at Cambridge University, Paul developed his extensive skills and experience through an early career in management consulting and, since 2000, a number of prominent investment banking roles. Paul advised on multinational M&A and public markets financing whilst at Deutsche Bank in London […]

Hazel Gough

Hazel specialises in advising individuals, family businesses and trustees in connection with restructuring, succession planning and compliance responsibilities. She is a past chairman of the Chartered Institute of Taxation Scotland Branch and a member of the Society of Trust and Estate Practitioners. Hazel lectures for the Institute of Chartered Accountants in Scotland, is the CIOT […]

Michelle Fallon

Michelle leads Chiene + Tait’s Personal Tax function. She joined C + T in 2013 having spent many years in a Big Four firm. She is a private client partner and specialises in advising high-net-worth individuals in all areas including succession and capital taxes planning, as well as working with a number of family-run businesses […]

Barry Truswell

Barry is Head of Audit at Chiene + Tait, a corporate specialist, and a former business adviser. He has nearly 20 years’ experience of working with businesses in many sectors. Before specialising in audit, Barry worked in a business advisory role, helping clients with their financial systems, corporate governance and more. Barry is Treasurer of […]

Jackie Fraser

Jackie is a chartered tax adviser, working with a varied range of clients including private clients and businesses, with a particular specialism in the rural/farming, tourism and property sectors. She began her career in 2000, working for a Big Four practice, before joining Chiene + Tait to open the firm’s Inverness office. Jackie is a […]

Shona Fraser

Shona co-leads Chiene + Tait’s Inverness office. She is a member of the Institute of Chartered Accountants of Scotland and has over 30 years’ experience of working in practice, and spent many years working with a Big Four firm in the Highlands. Shona looks after a portfolio of clients including family businesses, charities, landed estates, […]

Gavin Morton

Gavin Morton is a consultant at Chiene + Tait. A qualified chartered accountant since 1980, Gavin joined the firm in 1985 as its first tax partner, before moving to Managing Partner and until recently Chairman. With a diverse portfolio, he specialises in personal and partnership taxation and finance.

David Shadwell

David Shadwell is an experienced financial services sector and SME business adviser. A University of Edinburgh graduate, he returned to the UK in 2020 after a nine year spell in New Zealand. David initially trained and qualified with a Big 4 firm in the Isle of Man, where he spent 14 years working in senior […]

Meet our directors

Mairi MacIver

Mairi joined us in September 2019 from Anderson Anderson & Brown and has over 20 years’ extensive knowledge and experience in a business advisory role. She works with a wide variety of clients including start -ups, scale-ups and established SMEs across multiple sectors. She strives to build longstanding relationships with her clients by understanding their […]

Alan Dean

Alan joined C+T in 2018 after many years in Edinburgh at legal and accountancy firms.  He specialises in advising high-net worth individuals, trusts and businesses on a range of tax planning, in particular succession planning, business structure, residency and employer taxes. Alan is a member of the ICAS Private Client committee and both the CIOT […]

Dave Roberts

Dave provides a range of financial support and advisory services to various bodies, including independent schools, the corporate sector, SMEs, housing associations and charities. He joined Chiene + Tait over 20 years ago.

Jonathan Griffiths

Jonathan is a Director in our Corporate Finance team. He joined Chiene + Tait in 2017 having previously worked at mid-tier firms in both Scotland and Australia. He has nine years’ experience advising SMEs and can provide advice on all aspects of corporate finance including institutional debt / equity fundraising, M&A transactions, and exit readiness […]

Donna Morris

Donna is a Chartered Accountant and Chartered Tax Advisor, who joined Chiene + Tait in 2003 having previously worked for two of the “big four” firms.  Donna manages Chiene + Tait’s Corporate Tax Department and has over 25 years of experience working in practice. Donna and her team provide tax advisory and compliance services to […]

Iain Masterton

Iain manages Chiene + Tait’s VAT practice and has 22 years VAT experience having previously worked with big four and mid-tier firms. Iain’s specialisms are land and property, partial exemption/non business methods and international VAT and Customs. Iain and his team at Chiene + Tait advise clients in the SME, rural sector and charities. Iain […]

Moira McMillan

Moira McMillan is Director of Personal & Business Tax Services at Chiene + Tait. Moira specialises in advising high net worth individuals, family businesses, landowners and trustees on tax compliance and tax planning matters.

Euan Morrison

Euan joined Chiene + Tait in 2002 as an audit senior having qualified as a Certified Accountant with Dalgliesh and Tullo in Edinburgh. Since then, Euan has progressed to Director level, working in both Audit and Business Support departments. He heads the firm’s Charities and Education specialist group, and is involved in providing client seminars, […]

Meet our key contacts

Katarzyna Forbes

Matthew Hunt

Margaret Palmer

Shonagh MacDonald

Sarah Hay

Philip Pagan

Natasha Wilson

Louise Anderson

Keith Brown

Joe McKillion

Hamish McCallum

Daniel Braidwood

Claire Rendall

Chloe Easton

Eilidh Hobbs

Eilidh is a member of our Entrepreneurial Taxes team and is ACCA qualified. She has over 3 years’ experience preparing R&D claims for companies across a range of sectors. She has a particular focus on the Tech industry, having previously worked at Edinburgh-based fintech success story FreeAgent. As well as her involvement in R&D tax […]

Calum Swann

Andrew de Bisset

Alison Lawton

Anne Paddock

Andrew Young

Catriona Finnie

Catriona is a Chartered Accountant and Chartered Tax Adviser. She is a member of our Charity Group and regularly speaks at conferences and produces articles covering charity tax legislation. Catriona is a member of HMRC’s Gift Aid working group and is the only Scottish accountancy member. By Catriona: How to Find Financial Expertise for Your […]

Craig Steedman

David Philp

Dave is an R&D Tax specialist and leads our R&D Tax offering. Dave prepares, reviews and submits R&D tax claims for clients across multiple sectors. He has extensive experience of working with HMRC and has a 100% success rate of R&D tax credit submission. By Dave: Top tech in 2020: gadgets that have kept me […]

Iain Paulin

David Smith

Evelyn Fleming

Henriette Horvath

Ian Clark

Irene Gray

Kathryn Murphy

Kerry Annand

Kerry Manton

Kerry is responsible for all marketing activities at Chiene + Tait.  After graduating from Napier University, Kerry moved to London and spent 8 years working with various non profit organisations in marketing, communications and business development roles.  She latterly specialised in healthcare marketing, working closely with charities and pharmaceutical companies to promote health campaigns across […]

Kirsty Paton

Kirsty is an Entrepreneurial tax specialist, advising scale-ups and growing clients on share schemes, structuring, investment reliefs and exits. She has worked in the sector for over five years. Kirsty is a Board Adviser to Investing Women and a member of the EIS Association’s UK-wide Women in Venture Capital Group. Articles by Kirsty:   Company […]

Nicola Williams

Nicola is part of the Entrepreneurial Tax team at Chiene + Tait. She heads up the EIS advice and the tax legal consultancy elements of the team’s work. She regularly advises various angel syndicates, as well as other individuals, investing in start-ups and scale-ups. Nicola provides advice and assistance to law and accounting firms who […]

Richard Clarke

Rupert Tussaud

Stuart Beattie

Stuart is Audit Senior Manager; he manages a number of audits with a particular focus on housing associations, corporate organisations and their subsidiaries, and charities. He regularly produces comment pieces and analyses for our communications with our various sector groups, and is a member of our Social Housing Group.

Stuart Millar

Yvonne Winchester