Tom has been a specialist in the not for profit sector for almost 20 years and his client work is focused on Professional Institutes and Membership Bodies (PIMBs) and Faith charities. Tom’s main responsibility in the technical arena is developing and managing the firm’s internal audit quality monitoring policies and processes, but his technical role is diverse and includes developing firm-wide audit guidance, providing support to audit engagement teams on accounting and audit matters, and delivering internal and external training on financial reporting and governance matters.
Prior to joining haysmacintyre in 2009, Tom was an audit manager at a top 20 firm, specialising in the not for profit sector.
Outside the office, Tom is a trustee of a small theatre charity, which helps him to understand the pressures that his clients are facing.
In his spare time, Tom enjoys cycling and playing cricket, as well as spending as much time as possible with his young daughter.
Stephanie works with UK and offshore trustees to manage their UK tax compliance and accounting requirements. She has particular expertise in managing the complex tax issues surrounding offshore trusts with UK beneficiaries or UK assets, and ensures that her clients don’t fall foul of the many tax traps that exist for the unwary. She also advises on all aspects of inheritance tax including general planning to mitigate liabilities, Business Property Relief reviews and HMRC submissions for both Estates and Trusts.
Prior to joining haysmacintyre in 2018, Stephanie worked in a number of award winning private client teams and has sat on the other side of the fence managing the trust team in a large single family office.
Beyond haysmacintyre, Stephanie sits on the committee of the STEP Kent branch and is a Trustee of her local Girlguiding division. In 2018 she was invited by the Office of Tax Simplification to sit on the Consultative Committee for their Inheritance Tax Review enabling her to put the ‘real world’ issues faced by clients to decision makers.
In her spare time Stephanie enjoys cooking, family holidays and a good book.
Jane builds collaborative relationships with her clients and invests time in understanding their activities and mission. In addition to providing her clients with financial reporting and accounting guidance, Jane advises her clients on management reporting, governance, risk management and structure. She has spoken at haysmacintyre seminars and external events and has written articles for the sector press. Jane is part of haysmacintyre’s technical and training team and is responsible for designing and delivering regular training courses for our audit staff.
Jane joined haysmacintyre as a graduate trainee in the audit department in 2008 and has specialised in the not for profit sector since qualifying in 2011.
Beyond haysmacintyre, Jane is a trustee and the treasurer for her local choral society, which has given her a greater understanding of the challenges her clients face.
In her spare time, Jane enjoys the theatre and museums, as well as singing, skiing and sailing.