Alan Davis

Alan is Chairman of Henderson Loggie, he is also Head of Tax for the Firm and leads our award winning VAT team. He covers all four offices providing specialist advice on technical VAT compliance and advisory, training and development.

Having spent 16 years with HM Revenue & Customs carrying out VAT assurance visits for a wide range of businesses – from small retailers to local authorities, Alan has gained considerable experience of HM Revenue & Customs inspections. He can help with planning opportunities for VAT efficiency, and can advise our clients on retrospective reclaim opportunities, securing significant VAT repayments.

Alan can also advise on other indirect taxes e.g. landfill tax, aggregates levy, climate change levy, and also offers in-house technical updates to the legal profession.

In addition to his tax specialism, Alan leads our Education Sector Group, ensuring that that team meets all the needs of the sector – from audit, to advisory and across all the services the firm provides.

Andy Niblock

Andy provides audit and accountancy services to clients in both the commercial and charitable sectors. He trained and worked for a Big 4 firm, and also worked in industry for a period before returning to the profession.

Andy has very much a hands-on approach due to his time spent in industry, and understands the practical issues of running a finance function and the issues they are faced with.

Andy also specialises in outsourcing of finance functions, providing this service to companies without their own in house finance team. The service Andy provides means he’s often involved with companies on a day to day basis, providing advice and ensuring their time is freed up rather than worrying about the financial administration side of their business.

Barbara McQuillan

Barbara has worked in taxation and specialised in the owner managed business sector for nearly 25 years. During that time she has dealt with a wide range of clients in a variety of sectors ranging from the initial establishment of new businesses, through the growth years and then to retirement or sale. Throughout the life cycle of any business a great variety of tax challenges arise and Barbara has provided pro-active and practical tax advice at every stage.

Barbara heads up the firm’s Life Sciences Sector Group and along with the team provides a wide range of skills and experience to service an important and substantial sector in the Scottish economy. Barbara is involved in running Corporate and Tax Clinics for one of our major Universities, assisting early stage companies.

Barbara is also a Director of Henderson Loggie Financial Services Limited.

Barbara Walton

Barbara is a corporate tax specialist with over 20 years of experience of advising clients on domestic and international tax, R&D and entrepreneurial tax issues and leads the firm’s R&D and Patent Box group.

She is experienced in corporation tax compliance for private and publicly listed companies, and tax planning for large groups of companies. Her industry experience includes technology, biotechnology and pharmaceuticals, software development, manufacturing and the food industry. Barbara is a member of the firm’s Healthcare and Life Science Sector teams.

David Legge

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.

Fiona Morgan

Fiona works with a variety of owner managed businesses and charities, both large and small, advising them on accounting, taxation and business improvement. Fiona is also responsible for the provision of the audit service within Aberdeen office.

Fiona’s clients operate in numerous sectors including food & drink, tourism, manufacturing, oil & gas service, professional services, retail, property development and recruitment. Working with them from inception through all the crucial phases in the development of a business, she has a personal approach which ensures that she can provide advice and re-assurance when it’s most needed.

Using her experience with Mindshop International, Fiona helps clients develop their businesses through business improvement services, specifically strategic planning, sustainable competitive advantage, family business issues, leadership development, personal development, and lean management..

Hazel Pratt

Hazel has over 25 years of experience working in tax in the accountancy profession and in industry for a FTSE 100 group of companies.

Hazel is Head of our Tourism & Hospitality Sector Group. She is also a Trustee of Dundee Heritage Trust and is a member of Dundee & Angus Visitor Accommodation Association.

She deals with corporate tax compliance for over 600 companies varying in size from large international group companies to small owner managed businesses, ranging in sectors from charities to manufacturers to video games companies.

She has assisted and advised clients on Research and Development Tax Credits, Patent Box and Video Games Tax Relief, which has resulted in numerous repayment claims.

She advises on tax planning, employment tax issues, the Construction Industry Scheme and provides PAYE healthchecks and reviews. She was recently involved in a Construction Industry case that was taken to the First Tier Tax Tribunal (FTT) where she demonstrated to the FTT that the client took reasonable care and the appeal against HMRC’s claim was successful.

Ian Cameron

Ian has over 20 years’ experience as a Partner in Henderson Loggie dealing with a varied portfolio of clients, both large and small, helping them with all their financial requirements. He provides general business advice and accounts preparation, as well as both personal and corporate tax.

Ian acted as local secretary for ACCA and was also as part of the Scottish Executive Committee for ACCA where he acted as the National Technical Liaison Officer.

Ian is Head of the firm’s Motor Retail Sector Group.

Jamie Davidson

Jamie is an experienced auditor with strong technical skills who provides audit and accounting services to our clients across a wide range of sectors. He trained with a Big 4 firm and after qualifying in 1987 he gained twenty years of experience before joining Henderson Loggie in 2007.

Jamie has wide commercial experience having worked with clients in many sectors and of all sizes from owner managed businesses to large groups. As well as core audit, Jamie has been involved in large projects for clients involving acquisitions and systems implementation. He brings all of that experience to bear on his client relationships where he seeks to add value in a proactive manner.

Jamie specialises in the audit of charities and works with many high profile Scottish charities. He is head of our charities sector group and sits on the ICAS Charities Committee.

Jim Wilson

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.