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Tax

Tax is one of our key services where we combine true tax expertise with relevant business advice. We know that effective tax management is essential for your business success.

From basic tax computations and returns to tackling complex tax challenges and handling HMRC reporting our expertise is designed to support your business growth.

Our Taxperts serve SME businesses of all shapes and sizes across diverse industries.

Our dedicated Tax team offers tailored solutions to meet your specific needs, ensuring maximum tax efficiency. Let us help you navigate your tax journey with confidence.

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Tax Tips
David Morrison
Partner

If your income takes you into the higher rate bands or results in you losing child benefit, have you considered EIS, VCT or pension investment? The results can be startling.

Rachel Bell
Partner

Tax is not the only consideration when looking at structuring your business. Risk management, specifically considering the positioning of valuable assets is critical.

Gordon Buist
Partner

Employee ownership has become increasingly popular as a way of recruiting and incentivising staff. Did you know that the sale of a majority shareholding to an employee ownership trust is completely tax free?

Transaction Tax - Buying, Selling, Restructuring & Raising Finance

Exit and Succession Planning

Employee Incentive Schemes

Private Client Tax

Meet the Taxperts

Contact Us
With You For all your tax needs.

Our highly qualified, knowledgeable experts work with a varied portfolio of clients, each with their own requirements. We take a proactive approach, identifying any areas where we can save you money and efficiently plan for the future.

David Morrison
Partner

David Morrison embarked on his journey with EQ in March 1997, and ascended to the role of Partner in April 2000, marking a trajectory characterised by dedication and expertise. With a passion for cultivating meaningful client relationships, David thrives in EQ’s dynamic environment, cherishing the camaraderie among colleagues dedicated to exceptional client service.

Specialising in tax planning, business structuring, owner-managed business advisory, employee rewards, and R&D tax credits, David constantly propels his clients towards business excellence. His expertise extends notably to the tax and leisure sectors, with a focus on holiday parks, hotels, and forward-thinking family businesses.

David is married to Claire, and they share two grown children, Charlotte and Campbell. David enjoys playing golf and tennis, and leisurely walks as well as dining out and basking in the sun. A life-long supporter of Dundee United, David’s interests extend to supporting dementia charities, reflecting his commitment to making a meaningful difference beyond his day job.

Angela Haig
Partner

Meet Angela Haig, our Partner and tax specialist who has been an integral part of the EQ family since 2016.

Angela’s journey at EQ began as she stepped into her role as Partner on the very day she joined us, showcasing her talent and dedication from the outset. What Angela values most about her time with EQ is the dynamic relationships between the people, the clients, and the diverse array of work she encounters daily.

With her focus squarely on tax matters, Angela’s expertise spans a broad spectrum, with proficiency in advising individuals, high net worth clients, international ventures, and agricultural partnerships. Her comprehensive understanding of tax intricacies ensures that each client receives tailored solutions that align with their unique circumstances and objectives.

Beyond her professional endeavours, Angela leads an active life outside the office. A passionate equestrian, she dedicates much of her spare time to horse riding. Despite her busy schedule, Angela also manages to indulge her love for skiing whenever the opportunity arises.

Gordon Buist
Partner

Gordon joined EQ as a partner in 2022 and quickly became a key team member. He values our supportive culture, which fosters close relationships with clients, colleagues, and other professionals. Gordon highlights our client relationship structure as a key benefit, ensuring that each client receives support from a Partner, Manager, and Controller familiar with their business, and he regularly works alongside our client relationship teams to provide specialist tax advice to our clients.

His passion for helping businesses and their owners stems from his childhood, growing up around the family-run transport business, where he learned the importance of understanding the personal and financial implications of tax decisions. Gordon takes pride in being approachable, explaining complex rules in a relatable way, and finding solutions to clients’ problems. As a member of the Owner-Managed Business technical committee of the CIOT, Gordon represents our clients’ interests in tax policy matters with senior tax advisers and civil servants.

Gordon has significant expertise in providing specialist tax advice to family and owner-managed businesses, including corporate restructuring (mergers, acquisitions, demergers, and reorganizations), business sales and purchases (including due diligence), business and company valuations, succession planning (MBOs and employee ownership), employee share incentives (EMI share options, unapproved options, and growth shares), and business and agricultural property reliefs from IHT.

Outside of work, Gordon has played the cornet in a brass band since he was nine. He is a member of Kingdom Brass, based in Cowdenbeath, regularly competing in the Championship Section.

Rachel Bell
Partner

Rachel’s journey with EQ began in 2008, and over the years, she has become an indispensable asset to the firm, resulting in her promotion to Partner in 2020. Rachel thrives on the support shared with clients and colleagues alike, finding immense satisfaction in collaborative problem-solving. Her expertise spans various facets of accounting and tax, with a particular focus on business tax, transaction tax, and R&D. Rachel’s adeptness at navigating intricate business reconstructions has earned her recognition as a trusted advisor among her peers.

As a vital member of both the R&D team, and the healthcare team (including veterinary practices), Rachel contributes her insights to drive innovation and growth. Rachel’s client portfolio reflects her versatility, covering a diverse range of tax-related matters tailored to meet individual needs.

Beyond her professional commitments, Rachel loves to travel. Each year, she eagerly explores a new destination, immersing herself in all each new location has to offer. This blend of professional acumen and personal enrichment underscores Rachel’s dedication to excellence and client satisfaction at EQ.

Ross Oliphant
Partner

Ross joined EQ as a Partner in May 2016 from another firm of accountants. A member of the Association of Chartered Certified Accountants (ACCA) and Chartered Institute of Tax (CTA), he is a specialist in advising directors, shareholders, business owners and their families on their accounting and tax issues, across a wide range of industry sectors.

Ross enjoys getting to know his clients and working with them to help them achieve their commercial and life goals in a tax efficient manner. His accounting and tax expertise covers a wide number of areas, including, business restructuring, tax efficient remuneration, acquisitions and disposals, employee share incentives, business valuation and entrepreneurial tax advice.

Outside of work, Ross is a keen golfer and enjoys spending time with his young family.

Victoria Ivinson
Partner

Victoria has worked with Douglas Home & Co since 2007, prior to the merger with EQ Accountants in 2024.

Victoria is a qualified Chartered Accountant. She started her training in accounts and audits and now specialises in tax planning. She is an expert in family succession planning and all areas of tax, including IHT, CGT, VAT, R&D, corporation tax and capital allowances. Being from a farming family, Victoria has a great understanding of agriculture, renewables and forestry. Victoria also sits on the Scottish Land & Estates Tax Committee.

When asked what she most enjoyed about working at EQ, Victoria said it was working with likeminded, truly proactive colleagues who care about their clients and are dedicated to providing them with the best advice.

Victoria lives with her farmer husband Steve, and her two children, Wilf, and Ernie. She comes from a farming family who also train racehorses and as such, her hobbies are mainly either helping at the races or cheering on family horses.

Our tax team

Each of our client-facing teams are trained to a very high level in tax, which ensures each individual client receives top-quality advice tailored to them.

We recognise that sometimes you need to talk to an expert, so we’ve created a specialist team to make it easy to contact the right person.

How we operate

All of our clients have their own engagement partner, manager and controller. This allows us to deliver a relevant, personal service.

Our model ensures we provide  insightful, reliable tax planning solutions that you can count on, delivered by experienced, knowledgeable professionals.

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