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 the Edinburgh Chamber of Commerce.

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 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 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 representative on their tax committee and is a member of their ‘Making Tax Digital’ steering group.

By Hazel:

Money and death: the essentials of succession planning

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 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.

By Neil:

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

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 joined Chiene + Tait in 2000 as a CA trainee and on qualification moved to our corporate tax department.

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 with pension schemes.

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.

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, farming businesses and professional partnerships. She has a particular interest in the rural sector, being part of a farming family herself.

By Shona:

Farmers and consumers need post-Brexit protection

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 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.

Sector experience:

  • Registered Social Landlords
  • Public Regulatory bodies
  • Charities and independent schools
  • Pension funds
  • Property groups

Specialist skills

  • Corporate governance
  • Risk management
  • Change management

 

 

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 to partner in April 2011.

As Managing Partner, Carol leads the Firm’s administrative and operational functions. She also leads our Payroll department.

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 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.

By Jackie:

Jackie Fraser blog – how Scotland’s tourism sector can reopen after lock down

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 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.

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 accountancy roles.  In 2011 he relocated to Wellington, New Zealand to take on a Partner role within a Big 4 firm. He joins C+T from Findex, one of Australasia’s largest advisory firms, where he served as Managing Partner.

By David:

Running an accountancy practice through the COVID-19, and beyond

New COVID-19 advice video – fraud risk

New COVID-19 advice video – cyber crime

The top 5 post-lockdown lessons for UK businesses from New Zealand

Does New Zealand provide the UK with post-lockdown hope?