Shonagh is a Chartered Tax Advisor and is a member of our Personal Tax Team. She joined the tax department as a trainee and now has over 6 years’ experience working in the private client sector.
Shonagh assists in day to day personal tax compliance and tax planning matters.
Hamish is a member of the Audit and Assurance Department, where he has gained experience in a number of sectors, since joining the firm over 6 years ago. Hamish mainly works with charities now, and is a part of the C+T Charities Group, which has helped develop his technical expertise further, helping clients in the sector with governance and other issues.
Daniel is a member of the Accounts and Business Support team, specialising in management reporting as well as cloud software and digital transformation. Having been an advocate for cloud adoption from an early stage, he is keen to help clients make the flow of information efficient and accurate, ensuring they have up to date information about their business.
Daniel has 9 years experience working regularly with small businesses, developing and maintaining strong relationships along the way.
He is also a Xero adviser – details of Daniel’s specialisms can be found here – https://www.xero.com/uk/advisors/accountant/chiene-tait-llp-b2d6215966ea/
Chloe is a member of our Personal Tax Team and is ATT qualified. She joined the tax department as a Trainee in July 2015 and now has over 5 years of experience working in the private client sector. Chloe works on personal tax compliance and a range of personal tax planning matters on a day-to-day basis.
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 relief, Eilidh works on a range of other entrepreneurial taxes and corporation tax compliance on a day-to-day basis.
Raising standards in the tax advice market – how do you choose a tax adviser?
Key points from a recent case about Research and Development tax relief
Research & Development tax relief: common mistakes we see on claims already submitted to HMRC
How can R&D tax relief help cashflow during the recession?
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 to partner in April 2011.
As Managing Partner, Carol leads the Firm’s administrative and operational functions. She also leads our Payroll department.
Calum has worked with Chiene + Tait since October 2015, initially joining the Audit Department where he completed his Chartered Accountancy qualification.
In August 2019 he joined Personal Tax after getting a taste for the department from an internal secondment. He is currently working his way through the Chartered Taxation Advisor qualification and hopes to complete it by the end of 2021. Calum’s daily work involves tax compliance for a wide variety of clients.
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 also serves a number of organisations in an advisory and ambassadorial capacity, including The Prince and Princess of Wales Hospice, Edinburgh Royal Military Tattoo and Beatson Cancer Charity, and is a Visiting Professor at the University of Strathclyde Business School.
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 goals and ambitions and providing a practical and commercial approach. She has a key focus on delivering a technology-driven client service.
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 Trust and former Independent Audit Committee Member of Registers of Scotland. Jeremy is also a member of the Charity Finance Group and a Court member of Edinburgh Napier University.
- Registered Social Landlords
- Public Regulatory bodies
- Charities and independent schools
- Pension funds
- Property groups
- Corporate governance
- Risk management
- Change management
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 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 with pension schemes.
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 joined Chiene + Tait in 2000 as a CA trainee and on qualification moved to our corporate tax department.
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 closely with start- and scale-ups, spin-outs, business accelerators, life science organisations, angel investor networks and entrepreneurs across the UK to help businesses grow and scale.
Neil is a member of AGN International’s Board of Directors.
EIS: case update regarding dividend rights
Brexit is done, so roll on amendments to EIS
The cost of COVID: tax rises in the Budget?
Never knowingly undersold: employee ownership tax breaks work
Current Position of the Scottish Investment Market
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 followed by a tenure at Quayle Munro and continued to advise listed and large private companies whilst at Brewin Dolphin Investment Banking in Scotland.
Paul established our fast-growing corporate finance division in 2016 and advises clients of all shapes and sizes on acquisitions, company sales, equity and debt financing and general preparation ahead of an exit or investment round. Paul also sits on the Economy and Enterprise Committee of the Royal Society of Edinburgh.
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 representative on their tax committee and is a member of their ‘Making Tax Digital’ steering group.
Money and death: the essentials of succession planning
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 which involves advising on partnership and trust matters.
Michelle has experience of advising on transactional work including share acquisitions, share disposals and management buy-outs.
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 the Edinburgh Chamber of Commerce.
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 native of the Highlands, with a keen insight into the region.
She regularly speaks throughout Scotland on tax-related matters. Recently, Jackie has presented to Shelter, the SLE Tax Conference, and the SAL Letting Day Conference.
Jackie Fraser blog – how Scotland’s tourism sector can reopen after lock down
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 Scotland and Edinburgh committees.
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 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 / strategic reviews.
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 a wide range of corporate clients across all sectors.
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 the UK.
Since moving to Chiene + Tait, Kerry now looks after all events, sponsorships, publications, marketing and digital media activities for the firm, in order to help achieve our aim as the pre-eminent, independent accountancy practice.
Finally, for a number of years she has been a member of the Professional Marketing Forum, sitting on the Scotland Committee since 2010 and from 2012 became Chairman of the Scotland branch.
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 Share Option Plans: the alternative to EMI?
Quick investment required? Could ASA save the day?