Beavis Morgan

Working with people who have business ideas, and set up and run their own business is the core of what we do. We find that entrepreneurial people value all round business advice combined with a strong relationship with their Accountant.

All of our team work with owner-managed businesses in the majority of their work, so we deeply understand issues that arise, and have the expertise to provide solutions. Please contact Peter Drown to find out how we can help you.

Tax:

tax planning – individual and corporate

tax efficient employee incentives

Advisory:

profit and growth solutions

business acquisition strategies

business restructuring advice

Our team have decades of experience helping those people with high net-worth maintain their capital value, and also manage their income levels to ensure that their lifestyle goals continue to be achievable. We proactively explore the intricacies of the tax legislation to ensure that all reliefs available to our clients are utilised, and we ensure that their interests are protected.

We can also assist with medium and longer-term financial planning to ensure that you, your family, and ultimately their children, and their children’s children will benefit from your wealth in accordance with your wishes.

Please contact Nigel Haigh to find out how we can assist you.

Tax:

tax planning – income and capital taxes

trust advice and inheritance tax planning

Advisory:

long-term planning to maintain your capital

short and medium-term planning to maintain income

financial planning

The world has become a much smaller place in the 21st Century and individuals and business now operate in a global arena.
Individuals who move between countries, and groups of companies who trade and are located in various nation states throughout the world, need to review and plan their tax structure regularly.

Beavis Morgan can assist with structuring those affairs in the most tax efficient way ensuring that you pay only the tax which you are legally bound to pay in the UK. We are also able to introduce you to tax advisers in other nations who will be able to work with us on cross-border issues.

Please contact Steven Pinhey or Francois Debertrand to find out how we could assist you further.

tax:

domicile planning

use of offshore jurisdictions

international group tax planning

VAT in relation to EU/International trade

non resident landlords

advisory:

cross border strategies formulation

overseas investment appraisal

mergers and acquisitions advice

business and share valuations

cross border project management

business plans formulation and implementation

post merger integration advice and support

operational performance review

strategic change management

overseas business restructuring & re engineering

overseas financial departments supervision and coaching

budgeting and reporting supervision and harmonisation

internal controls assessment and optimisation

liaison with accountants and tax advisers globally

documentation:

French companies setting up in Great Britain

Doing business in France

French Austerity Plan

Le monde du XXIème siècle est devenu beaucoup  plus petit. Les individus et les sociétés opèrent  désormais au niveau mondial.

Les individus qui se déplacent entre différents pays et les groupes de sociétés qui exercent leur activité et sont implantés dans différents états partout dans le monde doivent constamment revoir et organiser leur structure fiscale.

Beavis Morgan peut vous assister à planifier ces questions de la façon la plus efficace fiscalement pour garantir que vous ne payiez en Grande Bretagne que le minimum requis légalement. De plus, nous pouvons vous mettre en relation avec des conseillers fiscaux d’autres pays susceptibles de travailler avec nous sur des questions transfrontalières.

Merci de contacter Steven Pinhey ou François Debertrand afin de voir comment nous pouvons vous assister.

fiscalité:

planification des statuts de résidence

utilisation de juridictions offshore

planification fiscale pour les groupes internationaux

TVA sur transactions intracommunautaires / internationales

fiscalité immobilière des non-résidents

conseil:

elaboration de stratégies de croissance à l`international

l`implantation en Grande Bretagne

L’imposition des compléments de rémunération en Grande Bretagne

La loi de finances britannique pour 2011-2012

Our team are experts in the provision of sound advice, which is shown by the breadth of fellow professionals that we act for. We work with Solicitors and Barristers in the legal professionals market, assisting sole practitioners through to large London based firms/chambers. Our clients benefit from experience from within the team of many years talking with legal professionals about their goals. From that comes solutions that are well balanced and proportionate to the needs of all principals of the practice.

Together with our property team we advise architect and surveyor firms with high quality reputations, where we are expert at assisting in all accounting, audit and tax matters. Our partners are easy to contact and treat our clients as important people whose success matters to us.

Please contact Paul Ashton to find out how we could assist you further.

Tax:

income recognition, work in progress and contracts

tax efficient employee incentives

tax surgeries for busy professionals

Advisory:

profit and growth solutions

business structure advice – LLP, LP, Ltd etc.

business acquisition strategies

business restructuring advice

As a collection of finance professionals we have always enjoyed working with clients in the hospitality and leisure sector. Our experience allows us to deliver services which are of the same high standard as those offered by the top 20 largest UK accountancy firms. However, as a 10 partner firm we can deliver them with a truly personal touch.

Our team are actively involved with our clients on a day-to-day basis, and are acknowledged experts in your sector. Our partners are contactable 24/7 and treat our clients as important people whose success matters to us.

Please contact Matthew Burge to find out how we could assist you further.

Tax:

troncs and national minimum wage legislation

tax efficient employee incentives

property and fit out – capital allowances

Advisory:

profit and growth solutions

business acquisition strategies

corporate finance advice

Property is a fundamental business sector. It impacts on all businesses in some way, and normally it is essential to their operations. We understand these issues and can provide the accountancy, tax and business advice to support you.

As a firm we work with a broad range of property investors and developers who actively need advice on how to best structure their property deals, both to ring-fence and protect their property assets, as well as minimise the tax arising from their business operations.

We also act for all types of property professionals, from solicitors and property managers, through to architects and building project managers.

Please contact Peter Drown to find out how we could assist you further.

Tax:

capital taxes

non resident landlords

Advisory:

property and business structure

property financing

Beavis Morgan’s team bring together specific expertise on many aspects of landed estates and the rural businesses associated with them. The group has extensive experience of advising clients and have cultivated a strong network of contacts. The group is headed by Barrie Dunning who has over 30 years experience of dealing with Landed Estates and rural businesses.

Some examples of how the group have helped landed estates and rural business clients include:

advice on moving assets to the next generation through the use of companies, trusts and other special purpose vehicles

restructuring of trading entities on the estate

protection of estate name

VAT planning on farm buildings and listed buildings

advice on restrictive covenants

capital taxes planning including mitigating exposure to IHT and CGT on Chattels and Land

We can provide accountancy support services for estate accountants, supplying owners with annual accounts and business forecasts for all estate activities, e.g. rental, farming, fishing, shooting, paintballing, horse stabling, wedding ventures and other activities.

Please contact Barrie Dunning to find out how we could assist you further

Regulated Activities – Business Advice

We can assist all businesses in meeting their obligations under the Financial Services and Markets Act 2000 and regulated firms to meet FSA handbook rules with a full range of services. The CRD, MiFID and other directives has led to a change in the regulatory landscape that many investment businesses are still grappling with, and the forthcoming changes in the UK regulatory structure will only increase uncertainty. We can help. We have a team of experienced advisory and accounting professionals with more than 20 years of experience in the sector.

We have particular experience in helping:

Funds and other collective investment schemes, both regulated and unregulated

Hedge fund managers

Retail stockbrokers

Corporate finance firms

Energy market participants

Insurance brokers

Mortgage brokers

Representative offices

IFAs

The services we can provide include:

All businesses

Advising on the regulatory issues for businesses raising capital through share and debt issues

Advice upon the application of the City Code to acquisitions of Public Limited Companies, whether quoted or unquoted

Limited liability partnerships: Impact of rules concerning Collective Investment Schemes

Financial services firms

Helping you decide if you need to be authorised by the FSA

Helping you with your application for authorisation by the FSA

Providing outsourced accounting functions

Assisting with regulatory compliance issues

Tax planning and compliance advice

Regulated Activities - Audit

We can assist all businesses in meeting their obligations under the Financial Services and Markets Act 2000 and regulated firms to meet FSA handbook rules with a full range of services. The introduction of the CRD, MiFID and other directives has led to a change in the regulatory landscape that many investment businesses are still grappling with. The forthcoming changes in the UK regulatory structure will only increase confusion. We can help. We have an audit team with more than 20 years of experience in the sector.

We have particular experience in helping:

Funds and other collective investment schemes, both regulated and unregulated

Hedge fund managers

Retail stockbrokers

Corporate finance firms

Energy market participants

Insurance brokers

Mortgage brokers

Representative offices

IFAs

The services we can provide include:

Relevant services we provide include:

Audits of statutory accounts

Audits of compliance with FSA client asset/client money rules

Providing review reports on interim profits

Audit of collective investment schemes under COLL sourcebook or Charities Act 1993 regulations

AAF 01/06 assurance reports on internal controls of service organisations

Audits of statutory accounts

If you are a MIFID investment firm your annual financial statements will need to be audited. Typically your audited financial statements will need to be filed with the FSA within 80 business days of your year-end.

We will be happy to speak to you about any regulated business/investment business accounting or financial matter. Please contact Richard Thacker.

AIM and Plus Markets

Beavis Morgan have assisted clients to assess their strategic and structural need to be involved with the capital markets. The options to be on either AIM or Plus markets can be costly, but for some they are helpful in raising equity finance requirements for business expansion.

We have also assisted clients in restructuring, and removing themselves from these markets if this need arises.
We have the breadth of expertise to assist clients in the following areas:

Plus Markets
Beavis Morgan is a corporate adviser to companies whose shares are quoted on the Plus-quoted market. Plus Markets Group operates this market for smaller, growing companies that are seeking access to the capital markets, possibly for the first time. Typically those accessing this market might hope to raise between £300,000 and £1 million in equity capital for any one fundraising.

Raising money on public markets can be an expensive business, and the costs of small fundraisings are proportionately relatively large when compared with those of larger offerings. Nevertheless, we consider that, for the right company, the Plus-quoted market can help to bridge the equity gap that many growing companies face.
We have advised companies on the Plus-quoted market and its predecessor, Ofex, since it first started in the late 1980s. Our job as corporate advisers to new applicants is to:

Make sure that the Plus-quoted market is right for you, and vice versa

Help you to meet the admission criteria and to achieve any restructuring that may be needed as a result(e.g. conversion from a limited company to a plc or the creation of a new plc)

Help you to assess properly the amount of capital you need and the pricing of the issue

Help you with the entire admission process, including compiling the admission document

Co-ordinate the work of your other advisers

Once admitted, we will help you to fulfil your ongoing obligations as a member of the Plus-quoted market and with the needs of your growing business. To talk to one of our Plus Markets team please contact Richard Thacker.

Financial Reporting and AIM companies
Those smaller groups already on AIM and those adopting IFRS with a view to joining at a later date can find the pace of change in financial reporting difficult to keep up with. As an example, the IASB is currently intending to release twelve new or amended standards between now (Q4-2010) and the end of 2011. The effective date of implementation of new standards is generally between 6 and 18 months after publication.

It’s important that businesses are aware of the impact of changes in financial reporting as early as possible: it could mean changes to your reporting systems, or even the way you do business.

We have twenty-five years’ of skill and experience in auditing and advising listed companies and are well-placed to help you to address those challenges with commonsense and practical advice on the changes ahead. We can help you with preparing your financial statements for audit by other firms; or, where you already have the resources you need to deal with such issues, but would like to consider your options in the audit market, we would be happy to speak with you.

For more information please contact Richard Thacker.