Tax & Accounting Services

Denise Sheard
Tax Manager

Denise has over 20 years’ experience working in UK and IOM tax, having worked for 10 years for a UK top ten accountancy firm before transferring in 2008 to its Isle of Man subsidiary, a trust and corporate services provider.

Denise manages the UK and Isle of Man tax and VAT compliance function. Denise’s well-rounded knowledge of UK and Isle of Man tax enables her to provide timely responses to technical tax queries from colleagues and clients and also to assist the Tax Director in providing innovative tax solutions.

Denise has been a member of the Chartered Institute of Taxation since 2003 and is also AAT and ATT qualified

Career History

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Daniel Rose
Tax Assistant

Daniel Rose is a Tax Assistant and is responsible for the preparation and filing of corporate and private client tax documentation.

Daniel also works closely with the Tax Managers to assist in the research, development and implementation of tax driven structures for our global clients. He also has a natural talent for Business Development and has been key to developing relationships with local associates.

Daniel holds a BA (Hons) in Accountancy from the University of Bolton.

He is a part qualified accountant (ACCA) and upon obtaining this qualification, he intends to study for the CTA (Chartered Tax Advisor) exams.

Career History

Tel: +44 (0)1624 682 130 This email address is being protected from spambots. You need JavaScript enabled to view it.

Dean McClure
Head of Accounting

Dean is Head of Accounting and manages our team of accounting and book-keeping staff who work to prepare client accounts and financial statements. Dean has extensive knowledge and experience of international financial accounting, especially Swiss business.

Dean is responsible for the management of the accounting team and our multi-jurisdictional client portfolio to ensure financial statements are filed with the relevant authorities on time and that management accounts and other information are prepared on a timely basis.

Dean is also responsible for reviewing the company taxation computations prior to forwarding to tax team for finalisation and works closely with the team to provide assistance in tax matters and complex auditing issues.

Career History

Tel: +44 (0)1624 682 135 This email address is being protected from spambots. You need JavaScript enabled to view it.

Paul Surgeon
Accountant

Paul works within the accounting team to prepare the financial statements for a wide range of multi-jurisdictional trusts and companies. Paul has over ten years experience of working in the offshore financial sector and a good understanding of the complexities involved in the financial reporting of cross-border transactions.

Paul is also responsible for the financial administration of a number of our clients trading and property development operations, including the preparation of timely and accurate financial management reports, debtor management and covenant analysis.

Paul is currently studying for the ACCA exams.

Career History

Tel: +44 (0)1624 682 136 This email address is being protected from spambots. You need JavaScript enabled to view it.

Alex Gale
Accountant

Alex works within the accounting team to prepare the financial statements for a range of multi-jurisdictional companies and trusts. Alex has over ten years experience of working in the corporate and trust services sector on the Isle of Man and understands the complexities involved in cross-border transactions.

Alex is responsible for the preparation of financial statements for trading and investment holding companies, including high-volume trading companies.

He is also responsible for completing VAT returns and Non-Resident Landlord returns for these companies.

Career History

Tel: +44 (0)1624 682 125 This email address is being protected from spambots. You need JavaScript enabled to view it.