News

With a Budget due to be announced by the Chancellor Rishi Sunak tomorrow (Wednesday 8 July), our team of experts will be reviewing the content and providing an insight into what this might mean for our clients.

The Budget is being billed as a ‘fiscal event’ and is an opportunity to help the economy move forward after the coronavirus pandemic, and there has been much speculation about VAT, stamp duty and job creation schemes, with help for specific sectors.

Our team will be following the Budget closely and considering the impact it might have in the short and long term, looking at the repercussions for small and large companies, the self-employed, and individuals who have pensions, investments and mortgages, amongst others.

Meet our experts below and follow us on LinkedIn, Twitter, Facebook or Instagram for more information:

Steve Balmer, MD and Financial Adviser

Steve has worked in the financial services sector for over 20 years and joined David Allen from a national Independent Financial Adviser (IFA) where he advised clients throughout the North West of England.  Steve works closely with individuals and businesses including sole traders, partnerships and limited companies, in all areas of financial advice including investments and retirement planning. Steve leads a team who also offer advice on mortgages, wills, estate planning and financial protection.

David Brookes, Audit Manager

David specialises in strategic planning, Corporation Tax and corporate finance advice and for the last 15 years he has advised a portfolio of owner managed clients both locally and nationally, providing proactive practical business and tax advice.  David has more than 25 years of experience in total.

Lucy Metcalf, Partner and Chartered Tax Adviser

Lucy is a tax specialist and looks after the tax and business affairs of a wide range of individuals including professional partnerships and high net worth clients.  Lucy has expertise in tax planning tools, capital tax planning, Inheritance Tax, Capital Gains Tax and other tax legislation.  Lucy has been with David Allen since 2011.

Sue Jeffrey, Partner and Senior Tax Consultant

Sue has expertise in tax planning and consultancy projects and specialist knowledge in personal and capital taxes.  Sue can also provide advice on Inheritance Tax and Capital Gains Tax planning, minimising tax liabilities and property taxation.  Sue has more than 20 years of knowledge and experience, most of which was gained externally before joining David Allen in 2017.

Julie Osborn, Partner and Business Services Specialist

Julie has vast knowledge in preparing business plans and providing specialist VAT advice to clients, with a key focus on small businesses. Julie can advise on VAT registration, returns, planning and the various schemes available to benefit businesses.  Julie has spent 16 years at David Allen where she has completed her Association of Accounting Technician (AAT) and Association of Taxation Technician (ATT) qualifications.