What sets Alison apart?

Alison is an experienced audit and general practice partner, advising and supporting a wide range of owner-managed and not-for-profit organisations. 

Being a Chartered Tax Advisor (CTA), as well as a Chartered Accountant (FCA), Alison works as part of the tax specialist team advising on private client matters such as inheritance tax. Alison obtained the ICAEW probate qualification shortly after it was launched and was instrumental in the firm becoming licenced to undertake probate work enabling it to provide a ‘cradle to grave’ holistic approach to supporting clients.  Alison shares her wealth of experience with other experts of the Bishop Fleming team, combining technical expertise with practical, commercial and accounting experience to identify and implement solutions.

Alison’s significant not-for-profit portfolio includes charities and education establishments. She also has experience from ‘the other side’ from being a charity trustee, including a role on the audit committee.  Alison regularly co-presents client seminars and forums and uses her commercial experience to advise sector clients on a wide range of challenges.

Other commercial clients are from a broad range of sectors including manufacturing, professional firms, the holiday sector, and wholesale. In the main they are owner-managed businesses where regular contact and personal relationships are key to providing proactive advice.

Internationally, Alison has UK clients that are US-owned and clients operating overseas subsidiaries.

 

Alison's service expertise

Audit and Assurance
  • Many years experience of undertaking external audits for owner-managed businesses, not-for-profit entities and organisations with wider shareholders
  • Advising business owners, managing partners and trustees on strategic matters and best practice as well as compliance matters
  • Co-ordinating a team of advisers to equip clients for any issues that they face
  • Wide range of specialist audit assignments including grant funding
Corporate and Business Services
  • Assisting clients in reaching their business objectives considering tax and commercial issues
  • Looking at business structures and planning for different stages of the lifecycle of businesses and their owners
  • Facilitating clients in compliance requirements both for today and tomorrow
Personal Tax
  • Co-ordinating a team of advisers to cover a wide range of advisory and compliance issues
  • Assisting clients in personal planning aspects including maximising wealth retention and inheritance tax issues and relationship breakdown
  • Liaising with Bishop Fleming Independent Financial Advisors to ensure a holistic approach to all aspects of clients’ personal wealth
Probate
  • Assisting both clients and family members in all aspects of the probate process
  • Maximising tax reliefs available on estates including reviewing deeds of family arrangement and trusts
  • Advising not for profit clients on legacy issues

Alison's sector expertise

Charities
  • Significant advice over many years to charities covering a wide range of issues concerning trading aspects and trading subsidiaries, property acquisition and disposal, borrowing, merger, and corporate structure
  • Advising trustees on governance and legal responsibilities, as well as commercial issues and managing risk
  • Co-ordinating advice from other specialists to deliver holistic solutions
Education
  • Nearly 30 years of experience in the sector including Higher and Further Education establishments in addition to academies
  • Involved with Academies since 2011 - clients range from single academy trusts to large complex multi academy trusts

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