Lisa particularly enjoys overseeing the annual Trust tax and accounting issues as well as dealing with any ad-hoc Inheritance tax events and Estates and Probate. She has assisted with looking after many multi-generational landed estate and HNW families and their associated family estate offices.
Prior to joining haysmacintyre in 2021, Lisa was a Trust Manager at a top 10 firm, where she was a key member of the Trust team and gained experience in a wide variety of non-family office type Trusts.
Beyond haysmacintyre, Lisa is involved with her local tennis club and helps co-ordinate tournaments and matchplay events for the junior membership.
In her spare time, Lisa enjoys family time, travelling and cooking (not always successfully!)
Riocard previously spent over 5 years at HMRC, including 3 years in the Fraud Investigation Service (FIS), HMRC’s top compliance team. He has a detailed knowledge of HMRC powers and processes, which he has built on since moving to private practice. His range of experience ensures he is well placed to achieve the best result for his clients and to deliver a personal service.
Prior to joining haysmacintyre in 2021, Riocard was a senior manager at a top 20 firm.
In his spare time, Riocard enjoys watching sport, quizzes and spending time with friends and family.
Recently, Sharron has taken on the task of managing the junior members of the private client team and has been more involved with recruitment, appraisals, implementing processes, organising training and improving the overall development of the team. In addition, she is also a mentor and a buddy for several of the team and is a member of the firm’s Diversity and Inclusion committee, where she has organised podcasts, written articles and arranged discussion forums and training.
Prior to joining haysmacintyre, Sharron started her career with HMRC as a Tax Advisor, before taking her first step into private practice with a small accountancy firm. There she dealt with everything from VAT, PAYE, Corporation Tax as well as Personal Tax.
Sharron has previously held positions as a parent governor while her children were at primary and secondary schools.
In her spare time, Sharron is keen to give back and so volunteers as a mentor with Urban Synergy, mentoring young people in primary and secondary schools, a volunteer with the Royal Voluntary Service and DO IT volunteering service.
Having a broad range of experience under his belt, Kiran, whilst specialising in matters such as Income Tax, Capital Gains Tax and Inheritance Tax, has a good understanding of the other taxes, and so enjoys advising clients taking a holistic approach.
Kiran joined haysmacintyre in 2006 from a small firm where he had gained experience in bookkeeping, VAT compliance, payroll matters, accounts preparation, corporate and personal tax compliance, audit and overall practice management.
Outside of haysmacintyre, Kiran does a lot of voluntary work with charities that promote education, spiritual well-being, yoga and help alleviate hunger in the UK and in the Asian sub-continent.
In his spare time, Kiran enjoys spending time with his young family, travelling and playing (and trying to sing!) the harmonium, a traditional Indian instrument.
He enjoys looking after compliance services for his varied client base, and advises a broad range of tax consultancy services including R&D relief claim, Theatre, Film and TV tax relief, EIS/SEIS scheme, EMI options, group reorganisations and cross border taxation.
Prior to joining haysmacintyre in May 2021, Zayar worked as a tax manager at a top 20 firm, and as a tax associate at a local independent firm, part of the Moore UK network.
Outside of work and family life, Zayar enjoys watching most sports and days out.
Being both a Chartered Accountant and Chartered Tax Adviser allows Robert to provide his clients with a commercial and holistic offering, whilst being able to fully understand the impacts and processes behind the advice provided.
Prior to joining haysmacintyre in 2021, Robert worked in a large independent practice in the City of London where he completed the ACA/CTA Joint Programme.
In his spare time, Robert enjoys watching/playing sport, especially Rugby.
Alfie enjoys advising his clients on various different topics to ensure their personal tax affairs are as efficient as possible whilst continuing to build a strong relationship with them.
Prior to joining haysmacintyre in 2019, Alfie was a tax senior working for an independent accounting firm near his home town.
In his spare time, Alfie enjoys watching sports including Chelsea FC where he has been a season ticket holder for a number of years. Outside of watching sport, Alfie enjoys spending time with friends and family at local pubs and restaurants.
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.
Kay started her career at the Inland Revenue before moving in to practice. Kay has experience in all areas of personal tax planning for UK resident individuals including all aspects of estate planning such as Inheritance Tax planning, succession and will planning. In addition to advising UK residents, Kay also advises non-resident and non-domiciled individuals and foreign nationals moving to the UK.
Kay has experience in advising non-resident trustees on the complexities of the UK tax legislation and the implications for UK resident settlors and beneficiaries who benefit from offshore trust funds.
Kay has been a Council member of the Association of Taxation Technicians since 2015 and is currently vice chair of the Business Development Steering Group. Kay has also been a member of the Society of Trust and Estate Practitioners since 2012 and is able to assist clients with estate administration and obtaining probate.
Outside work, Kay enjoys being outdoors, walking the dog, hiking, running and cycling. Kay is also an avid supporter of grass roots football and holds the post of Treasurer at her local junior football club.