David is one of the Senior Consultants within the team at MHA Henderson Loggie Financial Planning. He brings 30 years of industry experience to his role within the Firm.
David works extensively with high net worth individuals as well as the SME sector, and for the last 20 years he has developed particular expertise in the area of Self Administered Schemes – SIPP and SSAS. This specialist area of pension planning can also act as a very useful business tool as well as a source of capital. David recently made use of a Self Administered Scheme in helping a family business formulate an exit and retirement strategy with the creative use of a SSAS.
In addition to his pension work David also advises both corporate and individuals on strategic investment and Inheritance Tax Planning.
George is an experienced auditor and business adviser having worked in a wide variety of sectors and roles throughout his career. George’s focus is on the Agriculture & Rural Business and Charities sectors while continuing to act in a business advisory capacity for his long-standing commercial clients.
George likes nothing more than working tirelessly with his clients to assist them meeting their objectives and co-ordinating the firm’s specialist services to achieve this whether that be in the area of organic growth, acquisitions, disposals or effective tax planning.
Jim is Managing Director of MHA Henderson Loggie Financial Planning, responsible for the overall running of the financial services firm ensuring we offer our client’s pro–active advice in all areas of financial planning.
Jim acts as adviser to a portfolio of private clients and has a particular interest in assisting both companies and individuals with their pensions and personal investment planning both pre and post retirement. He also has a breadth of experience of the financial planning requirements across a broad range of corporate sectors advising on the constantly changing pension legislation and the impact this has on members of defined benefit pension schemes in particular.
Jim holds the Advanced Financial Planning Certificate and is the firms nominated compliance officer and pension transfer specialist.
Susan has worked in Financial Services for many years and is responsible for the day to day operational matters with MHA Henderson Loggie Financial Planning. Susan’s role requires her to have a thorough understanding of every type of advice the team provides, along with the systems and processes to deliver these services.
Susan specialises in pensions and has enjoyed the challenges and opportunities that the changes in legislation have provided over the years.
Susan has been instrumental in establishing the auto enrolment pension team within MHA Henderson Loggie, liaising with all departments and project planning for clients. She is a regular press contributor, commenting on pensions and wider financial services topics.
Lucy is Chartered Tax Advisor qualified and has worked in tax for over 12 years specialising in personal tax. She works with a wide range of personal tax clients from small sole traders to high net worth individuals and partnerships. She advises clients on all aspects of their personal tax affairs from the preparations of their tax returns to advice on tax planning and capital gains tax.
Lucy is also an affiliate member of STEP (Society of Trust and Estate Practitioners) and works closely with clients and their families on Inheritance tax planning. This ranges from a simple review to look at the potential inheritance tax through to tax planning and retirement planning as well as Trusts and Estate planning and administration.
She works with many clients in the Agricultural and Rural sector ranging from small farms to large estates. In this area Lucy has experience with all taxation issues that can arise from the day to day income tax on farms and estates to the inheritance tax and succession planning