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2 Leading the way - personally Established in 1851, Newby Castleman is one of the largest independent firms of Chartered Accountants in the East Midlands, with offices in Leicester and Loughborough. We pride ourselves on our ability to lead the way personally with the business advice we give to our clients. In the impersonal world of figures, this personal service makes a welcome difference. As a result you will always deal with the same partner; a partner whose specific areas of financial expertise are most compatible with your business sector. Understanding a client s business is an ongoing task because your circumstances change, market conditions fluctuate and prospects vary. Our forward thinking proactive approach is to offer unsolicited advice which we consider to be to your advantage we don t simply wait for you to call us with a problem. This forward thinking advice will identify strategies to help your business to achieve greater profitability and to help you enjoy greater personal wealth. At Newby Castleman all our clients can be certain of a first-class, personalised service, tailored to their individual needs. We can work with you to identify areas where you could improve your practices, and suggest strategies to help build the bottom line. For more information on how we can help please visit our website.

3 A wealth of experience With over 150 years worth of experience Newby Castleman is a specialist in many fields, and can help and advise individuals and small businesses through to medium and large companies. Our services include... & Assurance Personal Tax Wealth Management Financial Planning Mergers & Acquisitions Business Start-Up Succession Planning Retirement Strategies Tax Investigations IT VAT Payroll Estate Planning Whatever your needs, the experts at Newby Castleman can rocket your business to the next level Contact us today for some straightforward advice...

4 Meet the s Leicester Office Chris Castleman FCA Managing cjc@newbyc.co.uk Personal Taxation Stephen Castleman FCA sdc@newbyc.co.uk Retirement Strategies Charities and Not for Profit Organisations Mike Castleman FCA mdc@newbyc.co.uk Personal Taxation My client portfolio includes many trades and professions including solicitors, manufacturers, professionals, retailers and property companies. Within my current role as a General Practice I specialise in advising all aspects of the financial health of family businesses, primarily in the East Midlands. Clients include sole traders, partnerships and larger audit clients. I am also responsible for many of the firm s high net worth clients, dealing with not only compliance issues, but also inheritance tax planning to ensure preservation of family wealth. Within my current role as a General Practice, I specialise in advising private family businesses. My client portfolio ranges from sole traders to large company audits and covers a wide spectrum of industries and professions. My responsibilities involve covering my clients audit, accounting and taxation needs. My specialist area is within the SME sector and consultancy and I also hold extensive knowledge of the charity sector, acting for a number of local organisations. In addition to client responsibilities, I am responsible for the firm s marketing, training requirements and professional indemnity insurance. I am also a director of Newby Castleman (Financial Services) Limited. I specialise in advising private family businesses. Such clients span numerous industries, including solicitors, financial services companies and farmers. Within this specialist area, I provide advice for sole traders up to larger audits and my responsibilities involve addressing my clients accounting and taxation needs. I am also responsible for Newby Castleman s accounts and am currently the firm s Money Laundering Nominated Officer. I am also a director of Newby Castleman (Financial Services) Limited.

5 Dave Adams Tax The majority of my working time is spent dealing with one off and/or unusual situations and agreeing with clients the optimum and most tax efficient way of achieving their objectives. Common scenarios involve succession planning, restructuring and other corporate transactions. Most objectives are achievable albeit with some lateral thinking. Succession Corporate Finance Planning Transactions Tax Planning Transactional Tax Share Valuations Paul Barnett FCCA Charities and Not for Profit Organisations John Griffin FCCA Tax Strategy Reviews Personal Taxation Succession and Exit Planning I handle a wide range of clients that span a variety of business sectors, encompassing retail, wholesale, transport, nursing homes, manufacturing and farming. I provide all aspects of advice including audit, accounts, corporate and personal taxation and business advice. I offer my services to all types of business models which cover new business start-ups, partnerships and companies. My specialist area is working with charities and not for profit organisations, working closely with local and national organisations. Within such an area, it is essential to ensure that complex financial and tax legislation is followed and that VAT is correctly applied and understood. I joined Newby Castleman in 1986 and became a in One area I specialise in is delivering bespoke advice to local family businesses across a variety of sectors, which I have been doing for over 25 years, and I also work closely with new business start-ups to provide taxation and business advice when they need it most. In addition to my specialisms I am also part of the firm s marketing team.

6 Loughborough Office David Hastings FCA dmh@newbyc.co.uk Annalise Lovett FCCA akl@newbyc.co.uk Personal Taxation Personal Taxation The town of Loughborough benefits from a wide range of businesses, predominantly private family companies which is an area that I specialise in. I particularly enjoy working alongside owner/managers helping them to develop by giving support and advice on both business matters and tax saving opportunities. My areas of expertise include the property sector, farming and distribution, with clients ranging in size from small sole traders to high turnover limited companies. However, the common factor remains the hands on approach of both the owners and myself. I have been with Newby Castleman for over 25 years and am very proud to be the firm s first female partner. As a General Practice advising private family firms, I deal with all types of business across various industry sectors. I also advise on VAT, payroll and tax planning matters. I also have a role in the firm s marketing team.

7 Newby Castleman Financial Services Life is a journey and in the course of that journey our financial needs and priorities change. From your first mortgage, to the management of your wealth in retirement, whatever your needs are now and in the future, Newby Castleman (Financial Services) Limited has the qualified and experienced people to help you to plan and prepare for the unexpected. 3 Wealth Management 3 Business Assurance 3 Personal Financial Planning 3 Pensions For more information on how we can help please visit our website.

8 Leicester West Walk Building 110 Regent Road Leicester LE1 7LT T: F: E: Loughborough Eltham House 6 Forest Road Loughborough LE11 3NP T: F: E: lough@newbyc.co.uk