Tax Director | Chelmsford
Hayley Sheppard is a Director in our Business Advisory Team, primarily based in the Chelmsford office.
Hayley joined the firm as a Chartered Tax Adviser in November 2018, having previously gained her chartered accountancy qualification a few years prior. She also holds a first class honours degree in business studies.
Hayley has a strong corporate tax background and is responsible for leading tax advisory projects for large corporates, ranging from mergers, demergers, hive ups and other reorganisations. She also helps to oversee the delivery of compliance services to those clients with more complex structures, supporting the wider team to maximise corporate tax reliefs and explore research and development (R&D) and patent box opportunities.
She has a wide range of tax knowledge and has advised and built trusted relationships with an array of owner-managed businesses, advising on specific transactions but also ensuring they receive support longer term to help their business grow and succeed.
Hayley adopts a pro-active approach to ensure that clients are maximising all opportunities and reliefs available to them, and prides herself on advising, not only on the tax aspects of a transaction, but also the wider commercial and practical considerations.
Over the last few years Hayley has built a network in the local Chelmsford area, as well as contacts within the MGI Worldwide network, giving her the tools and support to deliver a wider service to our clients.
Hayley advises on a wide range of topics including:
- Succession planning
- Capital Gains Tax (CGT)
- Enterprise Investment Scheme and Seed Enterprise Investment Scheme Overseas Corporate Tax issues
- Corporate Tax
- Inheritance Tax (IHT)
- Shareholder exit planning including management buy-outs (MBO) and employee ownership trusts (EOT)
- Design and implementation of employee share incentive plans including EMI schemes and growth shares
- Group reorganisations including demergers and mergers.
Hayley is also passionate about a number of the firm’s initiatives, including being a member of the team that leads the firm’s ‘Best Companies’ project, helping to gather internal feedback to enhance the team’s experience by leading action plans for change.
She also recently led a number of development forums within the firm, whereby she organised experts within the firm to meet to discuss particular clients and topics to enhance the overall client experience.
Outside of work, Hayley enjoys being active, having previously competed in the Hackney Half marathon and Chantilly triathlon and climbing Snowdon. She also enjoys spending time with her family and eating out.