What sets Steve apart?

Steve is an expert in business compliance services working with owner managed professional businesses, with responsibility for the Healthcare sector, particularly GP’s, hospital consultants and dentists.

As a Senior Manager in our Healthcare team with over 36 years’ experience, Steve is our practice wide specialist on superannuation. He applies his analytical skills to guide clients through the increasing complexities and impact within their tax returns of pension annual allowance and lifetime allowance charges.

He maintains a close working relationship with a portfolio of healthcare clients, and, in collaboration with Bishop Fleming’s tax specialists and financial advisers, proactively advises on changes in the healthcare sector and how best to deal with their impact.

Steve's service expertise

Corporate and Business Services
  • Ensuring clients meet their reporting deadlines, providing them with clear information and ongoing assistance
  • GP’s annual pensionable income certificates and average annual earnings calculations
  • Working closely with other experts across the firm to deliver proactive advice on a timely basis
  • Providing remuneration planning and profit extraction advice
  • Assisting in raising finance in the healthcare sector
Personal Tax
  • Awareness on all tax matters relating to the pension annual allowance and lifetime allowance
  • Advising on annual tax positions and compliance requirements
  • Providing advice on mitigating tax liabilities and identifying tax planning opportunities

Steve's sector expertise

Healthcare
  • Advising many clients looked after by our Healthcare team, in particular doctors and dentists, helping to identify any restructuring opportunities to deal with changes in the sector
  • Proactively advising on all matters relating to superannuation
  • Keeps up to date with technical and general changes in the sector

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