Financial Services

In such a fast-paced and heavily regulated sector, you need a dynamic but professional advisor that understands your business and supports you throughout your business lifecycle with practical, plain-speaking advice.

One of the most respected firms outside the Big 4 (with the bonus of being more personable).

Our team of specialists provides a full suite of services, working with firms of all sizes including fund managers, private equity groups, fintech firms, wealth managers, financial advisors, corporate financiers and multinational billion-dollar asset managers with a UK presence.

Renowned for our excellence in audit, we are also very proud of our high standards in tax structuring and advisory. More recently, our tax and outsourcing teams have won several awards for client service.

Our work with international groups and advisory on cross-border issues is supported by MSI Global Alliance (MSI), which provides access to service providers in over 100 countries worldwide.

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Why HaysMac?

As year-rounders, not just year-enders, we build deeper relationships that last.

The clearest measure of excellent client service is repeat business. We build long term, close-working relationships with our clients and contacts. We want you to keep us up to date on what’s happening with your business.

Establishing a relationship from day one allows us to offer the most helpful proactive advice. Many clients come to us in the early stages of their lifecycle, for help with structuring, firm and VAT registration, and ask us to handle the essential day-to-day aspects such as Company Secretarial, payroll, tax advisory and outsourced accounting.

About us
How we can help you

We’re not just here for the big projects or the annual audit. We’ll support you all year round with the everyday services you need, so you can focus on running your business. Most of all, we’ll be ready with knowledgeable, helpful answers and proactive, pragmatic suggestions.

Contact us

Audit

Our risk-based audit approach focuses on understanding our clients, recognising their business issues and identifying the impact that they may have on the financial statements. Coupled with our sector experience, we can determine the critical audit areas and devise specific testing based on our thorough understanding of each clients structure, organisation and business risks.

Learn more about Audit

Outsourcing

Our outsourcing team have a flexible approach and we can adapt our involvement depending on each clients needs. We are able to offer a full outsourcing service where we would take full ownership of the bookkeeping and management accounts preparation. Alternatively, we can be involved with the data input, bank reconciliations or a high level management accounts review to alleviate the pressure on a clients finance team and we’re happy to tailor a solution which fits with each type of business.

Outsourcing

Corporation Tax

  • Accurate preparation of the tax computation and return with minimal disruption

  • Time dedicated for innovative thinking, which consistently focuses on ‘how can tax efficiency be improved, now and for the future’

  • The timely preparation of tax journals, deferred tax and accounting disclosure tax notes

  • Ensuring your hospitality business takes advantage of Capital Allowances and enhanced tax reliefs on new structures and buildings, property purchases and sales, and refurbishments

  • Seamlessly advising companies and groups whose directors or employees have an interest in its shares to meet Employment-Related Securities (ERS) reporting obligations

  • Advising on transfer pricing including assistance with trading in other EU member states, tax planning and complying with local country transfer pricing laws

  • Prepare the non-trading tax returns of the dormant subsidiaries if requested by HMRC

Business Tax

Employment tax

  • Advising on PAYE and National Insurance issues in respect of benefits in kind

  • Advising on their compliance reporting obligations under the business expense payments regime

  • Drafting and updating staff expense and travel expense policies

  • Assisting with HMRC employment status reviews and helping to implement an internal review process

  • Structuring termination payments

  • Advising on National Living and Minimum Wage regulations

  • Managing HMRC reviews

Employment Tax

Private Client Tax

Your personal tax and financial affairs can seem challenging, perhaps overwhelming. But not to us.Whether you’re a resident in the UK, coming to the UK, moving abroad, buying or selling assets, succession planning, or considering what to do with your wealth – we’re ready to help.

  • Private Client & trust

  • Inheritance Tax

  • Partnerships Tax

  • Tax planning

  • Jurisdictions

  • Succession planning

Private Client Tax

Scheme options

Share option schemes participation schemes and, if required, liaising with legal experts to design the most appropriate scheme to incentivise employees.An EMI scheme is a highly tax efficient scheme which we have a wealth of experience in advising, putting in place and providing a full service. We would need to understand further details around the option scheme including the number of individuals in the scheme, performance criteria, vesting period etc.

Share Schemes

Risk Assurance and Advisory Service

Our specialists will help you make informed decisions by providing independent and objective assurance on your governance, risk management and control environment. Beyond peace of mind, we’ll help you assess performance in different areas of your organisation and so identify operational efficiencies.

Risk Assurance & Advisory Services

Transaction Services

Pragmatic advice on key transactions and support for your operations:

  • Sale/purchase advisory and structuring

  • IPOs

  • Financial Modelling

  • M&A Due diligence

  • Group rationalisation

Transaction Services

Raising external finance and related tax breaks

We have several experts that provide specialist advice on raising finance via the EIS, Seed Enterprise Investment Scheme (SEIS) and Venture Capital Trusts (VCTs). In cases in which any of these have already been exhausted, we would still advocate that advice is sought from one of our tax specialists to discuss other available options.For existing investors, our services also include advice on how the company can maintain its qualifying EIS status and obtaining assurance from HMRC in the event that there are any changes to the company’s activities.

We get where you’re coming from – then get you where you need to go.

We’re known for our friendly, down-to-earth approach as well as our efficiency – using automation and analytics where appropriate to keep services cost-effective. We also build strong relationships with specialists in other disciplines, which ensures we can refer you to providers who we trust to provide helpful and authoritative answers.

We believe it’s our role to stay at the forefront of developments, so we can always bring our clients the latest news and advice. Our experts regularly speak on topical panels at sector-specific events, publish articles and updates, and share our sector commentary through channels such as LinkedIn.

View the team

Not sure what you need?

Our sector teams are equipped with specialists across all service lines, enabling them to assist you with all aspects of your business needs and challenges. Have a problem you need help with? Let us find the solution.

Our services

It’s unusual to find specialist sector know-how at every level of an accountancy firm. We like being a bit different at HaysMac. Partner with the best.

Karen Allan

Partner, Co-Head of Financial Services

Simon Wilks

Simon Wilks

Partner, Co-Head of Financial Services

Melanie Pittas

Senior Financial Services Partner

Bernadette King

Senior Financial Services Partner

Geoff Johnson

Partner

Elena Ramkalawon

Partner, Head of Outsourcing

Dougie Todd

Dougie Todd

Partner, Co-Head of VAT

Ed Parkes

Edward Parkes

Director

Key contacts

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