About us. Our Services. Robinson Reed Layton is an independent firm of Chartered Accountants and Chartered Tax Advisers.
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2 About us At our mission is to make a difference to our clients and offer them the best possible service whilst successfully growing our people. Our Services Our extensive range of services provides our clients with an experience that is tailored to them. is an independent firm of Chartered Accountants and Chartered Tax Advisers. Largest In-House Tax Team Our Tax Partner Steve Maggs heads up the strongest resident Tax Team in Cornwall. The team offers a comprehensive range of tax services from transaction and project based tax planning advice, to focused specific tax advice. Many accountants adequately provide accounting and tax compliance services, however, we pride ourselves on having the ability to provide technical advice that is consistent with the commercial and practical reality and objectives of business owners. We have a wealth of experience in delivering preemptive advice to business owners. By maintaining a close relationship with our clients we can recognise the changing requirements of a business and help understand and identify their needs. It is this advisory capability together with our proactive ethos that enables us to consistently add value to our clients. As probably Cornwall s largest independent firm of accountants we pride ourselves on not just providing accounting and tax advice but adding real financial value to our clients. It is the bespoke advisory offering and proactive ethos that sets us apart from many of our competitors. A Designated Partner Providing a Partner led approach where the Partner is always on hand to talk to and meet clients is key to our ethos and sets us apart from many other accounting firms in the county. Added Value Service We add value to our professional services by identifying relevant opportunities to help your business grow such as finance and grant assistance. Key Phases of Business (and how we can help you every step of the way) 3 Tax-efficient methods of cash extraction Mitigation of commercial risk Review of company structure Audit and assurance services 4 Maturity Exit/Succession Pre-sale tax planning and structuring Estate, retirement and will planning Probate services Technical tax advice particularly on valuable reliefs such as capital gains Entrepreneurs Relief & inheritance tax Business Property Relief Transaction advisory service Proud members of Unparalleled Experience We take time to get to know our clients so we can provide proactive expert advice through our team of extremely approachable, highly qualified and experienced staff. Fresh Approach We provide a fresh and dynamic approach by providing strategic and bespoke advice to businesses at each stage of the business life cycle which is fundamental to achieving a business s full commercial potential. 1 Start-up Growth Business plans Financial forecasts Staff equity incentivisation schemes Tax relief Proactive tax planning Appropriate business structure Company and LLP formations Grants & funding HMRC approved schemes to attract investors Management accounts & bookeeping HMRC registrations Compliance services 2 Did you know? A significant factor governing the advisory requirements of a business is the business life cycle stage the business is in. Each phase of the business life cycle has its own considerations and peculiarities and we have the experience and capability to provide advisory support at each stage. 2 To find out more visit our website at: 3
3 Our Partners When you work with us, you will be assigned to one of our lead Partners, to provide consistency to your service. Stephen Gainey BA (Hons) FCA Mark Williams BA (Hons) FCA DChA Nick Skerrat tt BA (Hons) ACA CTAC Simon Reed BSc (Hons) ACA Steve Maggs LLB CTA Stephen obtained his business studies with finance degree at the University of Greenwich and qualified as a Chartered Accountant in He became Partner in He has a general practice background, with particular emphasis on the small family business sector, along with considerable experience of personal tax return and VAT cases. Mark obtained his accounting and finance degree at Oxford Brookes University and joined the firm in In 2002 he qualified as a Chartered Accountant before becoming Partner in Mark heads the firm s charities and education practice. In recognition of his experience he has attained the prestigious Diploma in Charity Accounting issued by the Institute of Chartered Accountants in England and Wales. Nick obtained his accountancy degree at Exeter University, and a qualified as a Chartered Accountantt in 2007 and as a Chartered Tax Adviserr in He was appointed a Partner inn 2012 and is licensed to undertake probate work w by the Institute of Chartered Accountants s in England and Wales. He deals with a range of o businesses, advising on accounts, businesss matters and tax. He also acts for a large number of the firm s agricultural clients. Simon obtained his degree in Medical Genetics from the University of Leicester in The same year he joined the firm. He completed his Chartered Accountancy qualification in 2009 before being appointed a Partner in He is a general practice Partner but specialises in auditing companies and charities regardless of their size. He is currently completing his Diploma in Charity Accounting. Steve graduated from Birmingham University with a law degree in He is a Chartered Tax Adviser with over a decade of experience in the tax profession, spending the majority of his career with the Big Four firm Deloitte, before heading up the tax department of a member firm of the Moore Stephens network. Steve joined the firm in 2015 as the Tax Director and became Tax Partner in stephen.gainey@rrlcornwall.co.uk mark.williams@rrlcornwall.co.uk nick.skerratt@rrlcornwall.co.uk simon.reed@rrlcornwall.co.uk stephen.maggs@rrlcornwall.co.uk 4 To find out more visit our website at: 5
4 Advisory Teams The team at are large enough to cope but small enough to care. Tax Managers Paula Budge BSc (Hons) FCCA Carole Thomas MAAT Penny Roberts Steve Maggs LLB CTA Tax Partner Nick Skerratt BA (Hons) ACA CTA Partner Alex Reed BSc (Hons) ACA Chartered Accountant Mikaela Richards BSc (Hons) FCCA Lynn King BSc (Hons) FCA Polly Tregaskes BEng (Hons) FCA CTA Tax Manager Jo Lawless BEng (Hons) ACA CTA Chartered Tax Adviser Grants Probate boasts the strongest resident Tax Team in Cornwall with Steve Maggs, the Tax Partner, at the helm. With a total of five Chartered Tax Advisers we offer a comprehensive range of tax services to aid each stage of your business life cycle, from transaction and project based tax planning advice (such as business sales and restructuring) to focused and specific tax advice (on topics such as R&D Tax Relief and Capital Allowances). We offer a free initial discussion with no obligation so please get in touch today by ing post@rrlcornwall.co.uk or calling us on / Alison Elvey BA (Hons) Grants Specialist Alison advises and assists businesses to make the best use of grant funding opportunities on offer, as well as providing assistance with accessing EU, national and local grants and loans. alison.elvey@rrlcornwall.co.uk Jane Barlow FCILEx TEP SFE Probate Manager Jane is a Chartered Legal Executive, admitted in 1983, and also a member of the Society of Trust and Estate Practitioners (STEP). She specialises in Wills, Powers of Attorney, Probate and administration of estates. jane.barlow@rrlcornwall.co.uk 6 To find out more visit our website at: 7
5 Peat House Newham Road, Truro, Cornwall TR1 2DP Suite 3, Camelot Court Alverton Street Penzance, Cornwall TR18 2QN
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