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About Us

Philip Hare

Partner

Philip Hare is a Chartered Accountant and Chartered Tax Advisor. He spent 25 years with PwC, fifteen as a senior tax manager. From 2006 to 2014, he led PwC’s team providing services to Venture Capital Trusts, Enterprise Investment Scheme and Seed Enterprise Investment Scheme companies, investment fund managers and investors. For each of those eight years, members of the EIS Association voted Philip and his team Best EIS Tax Advisor.

Andrew Lennie

Manager

Andrew is a Chartered Accountant, having trained and qualified with PricewaterhouseCoopers in London. During his time at PwC, Andrew was part of PwC’s Investment Management tax practice, private business tax team and venture capital practice. He specialises in advising early stage, venture capital backed businesses and was a key member of Philip’s team at PwC, advising clients on the UK’s Enterprise Investment Scheme, Seed Enterprise Investment Scheme and Venture Capital Trusts regime. Andrew holds a master’s degree from the University of Edinburgh and an undergraduate degree from the University of California, Santa Barbara where he graduated Phi Beta Kappa.

Mike Budd

Associate

Mike qualified as a Chartered Tax Advisor in 2003 and has 20 years experience in the profession advising on various aspects of taxation. Following his training with Smith & Williamson, he spent 4 years working in The Specialist Tax Group at HSBC Private Bank (UK) Limited advising ultra high net worth and high profile clients on a variety of matters, both in the UK and internationally. In 2011, Mike set up his own consultancy practice focused on both the practical and technical aspects of HMRC’s Venture Capital Schemes (primarily the Enterprise Investment Scheme (EIS) and Seed Enterprise Investment Scheme (SEIS)), an area he had gained a vast amount of experience in whilst working in his previous commercial and technical roles. Mike is a member of The Chartered Institute of Taxation and the Association of Taxation Technicians.

Alison Caulfield

Senior Manager

Alison is a Chartered Tax Advisor and a Fellow of the Association of Chartered Certified Accountants.  Alison trained with Deloitte from 1993 moving to PwC in 1997, initially in accounts and audit, then specialising in tax.  She qualified as a Chartered Tax Advisor in 1999.  During her time at PwC, Alison was a member of the Private Client Team advising High Net Worth individuals in all areas of tax, predominantly capital gains tax and IHT for UK resident and domiciled individuals.  Alison has advised on EIS matters since 2000.  For three years Alison worked for a single family office managing all aspects of tax, accounting and investments, before moving back into practice initially on a self-employed basis in March 2016.

 

Expert, Impartial Advice

Venture Capital Tax Reliefs are a key part of the UK Government's strategy to help small and growing businesses raise much-needed capital. We advise businesses looking to raise money under these schemes and can deal with HMRC on your behalf.