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 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 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 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 Smith is the Managing Partner of Henderson Loggie. As the firm’s business leader, David works closely with his fellow Partners and staff, supporting their delivery of services to meet clients’ needs across a range of sectors.
Driving growth and facilitating the implementation of the firm’s development strategy is a key role as Managing Partner, but David has also established a reputation as a respected advisor in the Professional Practice and the Healthcare sectors, amongst others.
David 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.
David also specialises in Corporate Finance, specifically investor readiness, business planning, financial modelling, fundraising, assistance with grant claims, company valuation, buying and selling businesses.
In addition, David is a Non-Executive Director for J&D Wilkie Limited, a privately owned global textile manufacturing company, and Henderson Loggie Financial Services Limited.
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.
With extensive experience of working with owner managed businesses, Steve’s main priority is working with clients to assist them in achieving their full potential in terms of growth and profitability, and maximising the value of their business. This includes strategic and business planning and business improvement, as well as risk and lean management, helping clients reduce costs and inefficiencies.
Steve leads the firm’s Creative & Interactive Media Sector Group. Steve has been working with independent video games developers in Scotland since the late 1980s and is supported by a team with significant knowledge of the sector.
Steve also leads Henderson Loggie’s Business Leaders Group. A group for Chief Executives and Managing Directors of owner managed businesses in Scotland. The group meets on a quarterly basis, giving members access to a wealth of business and continuous improvement tools and processes and networking opportunities both locally and globally, via our partnership with Mindshop International (a strategic leadership training organisation which operates globally).
As well as being a member of the Institute of Chartered Accountants of Scotland, Steve is currently the Vice Chairman of the Tayside branch of the Institute of Directors and is a one of the longest serving UK members of Mindshop International.
Rod is a respected figure in the Scottish financial services market with over twenty years corporate finance experience gained in both the professional services market and industry. He was previously a senior member of a big 4 firm and partner of a large independent firm where he established the firm’s corporate finance and Central Belt practice.
He has also held a number of senior executive positions in industry where he has executed a number of transactions on behalf of an investment syndicate and as principal in the UK and Australia.
Rod’s focus is on lead advisory assignments for clients, whether they are looking to grow by merger or acquisition, to secure additional bank or private equity funding or to realise an exit or succession plan. Rod also has extensive experience of working with companies going through a turnaround or restructuring phase and can advise on working capital and stakeholder management.
He has experience in a range of sectors including engineering services, manufacturing, energy, food & drink and life sciences and has an advanced diploma in Corporate Finance.
Avril Craig is manager of the Payroll Department in Dundee, covering payroll and automatic enrolment processes for our payroll bureau clients, and payroll support for clients who handle their own payroll. She oversees the timely delivery of weekly, fortnightly and monthly payroll and automatic enrolment pension processing, RTI submissions and net salary payments for a large variety of clients ranging from two employees to several hundred.
Having spent the vast majority of her career working in accountancy practice, she has specialised in payroll for the last twelve years, and in more recent times, automatic enrolment pensions.
Avril has experience in a large variety of industries and particular enjoys supporting employers in complying with the requirements of HMRC and The Pension Regulator.