Sponsors

Markel Tax - Headline Sponsor

With a collaboration spanning over 1,500 accountancy practices, Markel Tax is one of the UK's leading providers of fee protection insurance and tax consultancy services. Markel Tax aims to be a trusted partner in tax, equipping accountants with the confidence, expertise, and opportunities to grow their practice and expand their client base through comprehensive services. The dedicated, client-focused team at Markel Tax is committed to assisting accountants. Through a people-powered approach, the company strives to exceed expectations and prioritise the growth aspirations of its partner accountants.

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

Andersen

Andersen LLP provides a wide range of UK and US tax services to private clients and businesses, helping them achieve their personal and commercial objectives in a tax efficient manner. The firm launched in 2018 and is proud to be building on the success of Andersen Global, an international association of independent member firms comprising tax and legal professionals around the world. Andersen is led by partners with the experience and credibility to take on the most complex international advisory work. Each partner takes a client-focused approach, which is our hallmark. All matters handled by the firm are partner-led, ensuring clients receive a high-quality service from all levels of the team. We are defined by our best-in-class service, stewardship, independence, transparency, and seamlessness with respect to servicing those in different locations.

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

ARKK

ARKK helps enterprise tax and finance teams automate complex regulatory reporting. As global frameworks such as Pillar Two increase the volume and complexity of compliance, organisations need scalable solutions that move beyond spreadsheets and manual processes. The AI-enabled ARKK Automation Platform aggregates data from multiple systems, automates reporting workflows and enables scenario modelling. This improves accuracy, reduces compliance costs, and provides the transparency, control and auditability required for modern tax governance. Working alongside in-house tax teams and advisory partners, ARKK delivers sustainable automation that reduces risk and supports evolving regulatory demands. Trusted by multinational organisations worldwide, ARKK delivers future-ready reporting for the modern Office of the CFO.

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

ATT

The Association of Taxation Technicians (ATT) is an educational charity and the leading professional body for tax technicians in the UK. Our primary charitable objective is to promote education and the study of tax administration and practice. Our goal is to foster a more efficient and simplified tax system for all, serving the public interest through the pursuit of excellence and with integrity. As a leading authority for taxation professionals, our members, qualified by examination and practical expertise, uphold the highest standards of professional conduct. Respected across private practice, commerce, government, and academia, our members continually update their tax knowledge to navigate the ever-evolving landscape. Drawing on our members’ practical experience and knowledge, we contribute to consultations on the development of the UK tax system and seek to ensure that, for the general public, it is workable and as fair as possible.

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

Azets

Azets is an SME focused international accounting, tax, audit, advisory and business services group, with 160 offices across the UK and Europe, over 6,500 employees and 600 Partners. In the UK, Azets is the largest regional accountancy and business advisor to SMEs and the 9th largest accountancy business. Blick Rothenberg, the award winning international corporate and private tax and accounting brand is a part of Azets Group. The Azets client experience is based on delivering a highly personalised service, through its local office network and its proprietary digital workplace technology, CoZone. Across its network of offices, Azets supports c.120,000 clients across the UK and Europe. Clients include enterprises, SMEs, large scale business, public sector, and private clients, across multiple sectors.

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

BDO

BDO is one of the UK's leading tax advisory and compliance firms, working with ambitious businesses, entrepreneurs and private clients to navigate an increasingly complex tax landscape. Our tax professionals combine deep technical expertise with genuine sector knowledge. We pride ourselves on building trusted, long-term relationships with clients and HMRC alike, using innovation and automation to make your compliance sharper and more efficient. Whether you're growing, restructuring, or managing risk, we have the insight and the global network to help you get it right.

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

Bell Howley Perrotton

At Bell Howley Perrotton, we advise private individuals, trustees, companies, property owners and professional advisers on complex property tax and private client matters across the UK. Our work covers SDLT (England and Northern Ireland), LTT (Wales) and LBTT (Scotland), alongside trusts, estates, succession and family wealth structuring.

Clients instruct us where issues are high-value, sensitive or technically demanding, and where clear specialist advice materially improves risk, cost and outcomes. We are not a volume-processing firm; we focus on complex matters requiring rigorous analysis, practical judgement and responsive delivery.
Our multidisciplinary team integrates tax, legal and trust expertise, ensuring property transactions and wealth planning are considered together. We support advisory work, transaction structuring and HMRC enquiries, and regularly work alongside solicitors, conveyancers and other professional advisers on challenging or time-critical matters.

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

Bishop Fleming

Bishop Fleming is a multi-award winning provider of audit, accountancy, tax, and advisory services in the UK. We support owner-managed businesses, SMEs, large corporations, entrepreneurs, and private individuals with a full suite of services across diverse sectors. With nine offices across the South West and West Midlands and an international reach through our Kreston Global network, we deliver expert solutions tailored to our clients' needs.

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

Black Fox

Founded in 2024, Black Fox Group delivers exceptional accountancy, tax, and audit services with a modern, client-centric approach. In under two years, the firm has built a highly skilled team of fourteen professionals who have established a strong reputation for clarity, insight, and trusted expert guidance. This forward-thinking team have adapted quickly to client needs to create bespoke and practical solutions across a diverse client base. Demonstrating consistent professional excellence and reliability in the accountancy sector, the team has recently expanded to over 500 clients in only 21 months, exclusively through referrals, surpassing the momentum expected of new professional firms.

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

Blick Rothenberg

Blick Rothenberg is a tax, accounting and business advisory firm that puts our people and client relationships first. Our partner-led approach ensures that you receive high quality service from a team of experienced, commercial and practically focused people. Combining technical expertise with personal integrity, we offer accounting and business advisory services, as well as advice on corporate and personal tax matters. Our partners and people focus on working collaboratively with businesses and individuals, so that we understand your overall affairs and can advise you effectively. We want to build strong, long-lasting relationships with you and recognise every client is unique, so that we can recommend bespoke, integrated solutions that will deliver on your objectives. We understand that these can be varied and broad, and we carefully consider the right approach to our advice and the ultimate recommendation.

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

Chancery Court Tax Chambers

CCTC is a boutique tax Chambers providing UK and international tax and wealth structuring advice.

Our clients include high and ultra-high net worth individuals and business owners, banks and their leading bankers, trustees and trust companies, funds and entrepreneurs of all kinds.

We are experienced in advising clients in situations where confidentiality and privacy are paramount. We act for heads of state, and celebrities, sports stars and their team owners, as well as in commercial situations where information control is absolutely critical.

We frequently advise on leading edge technologies such as crypto and DeFi, as well as more traditional sources of wealth such as property and family businesses.

CCTC brings to bear over 20 years of commercial, tax and wealth structuring experience to ensure that our tax and wealth structuring strategies are efficient, robust and fit to withstand the challenges of not only the present, but also the next generation and beyond.

CCTC acts exclusively for the taxpayer and never for HMRC, so clients can be assured that their strategies, protected by legal privilege are not disseminated.

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

Claritas Tax

Redefining expectations in tax We are a full-service specialist tax firm, home to expert tax advisers, maximising value and growth for clients through tailored solutions.

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

Cubed Tax

Cubed Tax has a clear mission: to empower the third and public sectors with a specialist tax advisory service that combines premium client service with exceptional value for money. Cubed Tax is a unique tax practice bought to life by a team of advisors passionate about their chosen sectors. We already have a strong footprint in our chosen sectors. Clients benefit from access to senior tax advisors, tailored fee structures, and a collaborative network of experts. By leveraging strategic partnerships and a lean business model, we maximise efficiencies and deliver exceptional value. By giving clients, the tools, knowledge, and support to proactively deal with taxation, we can save them time, money, manage risk, and ensure compliance.

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

Dains

Dains is ranked 22nd in the National Accountancy Age ranking by firm size within the surveyed top 100 accountancy firms in the UK. The team is over 1,100 people strong with offices throughout the UK and Ireland. In September 2025, Dains was named National Partner of the Year at the Xero Awards UK 2025, recognising our digital-first Accounts & Advisory approach and the client outcomes it enables. Our core services are Accountancy & Business Advisory, Taxation, Audit, Corporate Finance, Payroll, Forensic Accounting, R&D credits, grant funding and Probate alongside outsourced FD and HR support. We deliver these services with a focus on our core values of Valued Relationships, Fairness, Working & Succeeding Together and Integrity. Together these core values make up the Dains DNA which runs through each of our interactions and activities.

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

DataTracks

With over 20 years of experience, DataTracks is a trusted global leader in financial reporting solutions. We offer a comprehensive suite of products and services to streamline regulatory reporting across multiple regions. DataTracks boasts a strong presence in key markets including the United States, the United Kingdom, Ireland, the European Union, Singapore, Malaysia, South Africa, and India. Serving over 30,000 enterprise clients and their partners, we offer comprehensive, automated compliance and regulatory solutions backed by in-depth expertise. To date, DataTracks has successfully delivered more than 450,000 compliance reports in XBRL, iXBRL, and HTML formats, leveraging cutting-edge technology and cloud-based innovations.

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

Deeks VAT Consultancy

Deeks VAT Consultancy helps accountants identify significant VAT savings and avoid costly penalties for its clients by combining technical expertise with a practical, commercial approach to deliver clear, straightforward advice.

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

Deloitte

The Deloitte US/UK High Net Worth team advises individuals and families with US and UK tax obligations, helping them navigate the complexities of cross-border taxation. From high net worth private clients and corporate executives to law firm partners, we support those with global income streams or assets to manage their tax affairs with clarity and confidence. Our work spans dual US/UK tax compliance, reporting obligations, estate and inheritance tax planning, cross-border tax planning and advisory - helping clients understand their obligations, manage tax risk and respond to change effectively.

What sets us apart is our practical, people-focused approach; combining deep technical expertise with a strong understanding of our clients’ personal and professional circumstances. We help clients understand the tax implications of their key decisions, anticipate challenges and navigate change with confidence.

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

DY USA

With offices located in the UK and US, DY USA is celebrating 15 years of providing tax and business advisory services focused exclusively on UK-US tax planning, advisory, and compliance. The firm is uniquely positioned to understand the opportunities, challenges, and rising costs faced by organisations with UK-US operations, as well as the complexities of tax planning and compliance for individuals living and working abroad. DY USA’s mission is to explore, educate, and protect UK–US dual country organisations and taxpayers, helping them navigate their tax obligations with confidence. By simplifying complexity, the firm reduces uncertainty and makes the process more manageable. Like many of its clients, DY USA is itself a UK–US small and mid sized enterprise (SME). This firsthand experience gives the firm a deep understanding of the realities and challenges involved in building and sustaining a successful transatlantic business.

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

Edwin Coe

Founded in 1913, Edwin Coe is a leading London law firm with international reach, expert in advising clients in the areas of private capital and litigation. Edwin Coe combines a highly personal and responsive service with industry-leading expertise. Edwin Coe’s Tax Team is comprised of tax-qualified professionals and Barristers, offering clients the rare combination of non-contentious and contentious support, all in-house and legally privileged.

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

Expat UK Tax

Expat UK Tax provides specialist UK tax advice from the centre of Asia. Based in Hong Kong, we work closely with UK connected individuals across the region, combining regional presence with deep UK technical expertise.

In just two years, Expat UK Tax has established itself as a trusted specialist firm delivering global practice calibre work with clarity, accountability and focus. This is Tax Excellence Redefined - not as a slogan, but as our daily benchmark.

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

ForrestBrown

ForrestBrown is an award‑winning incentives and reliefs specialist, providing market‑leading advice on R&D tax relief and other innovation incentives to businesses across the UK – from ambitious SMEs and scaleups seeking non-dilutive funding to large businesses and group companies. Our multidisciplinary team combines deep tax expertise with industry insight, taking an adviser‑led, technology‑enabled approach to unlock opportunity, enabling forward-thinking businesses to shape what’s next with confidence. We are a three‑time winner of Best Independent Consultancy Firm at the Tolley’s Taxation Awards and a member firm of the Chartered Institute of Taxation.

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

Gateley

At Gateley, we deliver tax solutions that go beyond technical excellence – we focus on what matters most to you: protecting your interests, enabling your commercial goals and maximising after-tax returns.

Corporate Tax & VAT
Managing your tax burden effectively is critical for business success. Our specialists provide responsive, simple, clear, commercially focused, advice across the full spectrum of corporate tax and VAT issues.
We help you structure transactions in a way that safely navigates the tax legislation so minimising the risk of challenge from HMRC while optimising your tax position.

Real Estate Tax Solutions
Property investment and development come with complex tax challenges on both sell and buy side. We help you navigate that complexity while maximising available direct and indirect tax reliefs and recoveries and improving cashflow through tax deferrals, capital allowances and land remediation relief, ensuring your projects deliver the best possible return.

Private Client Tax Planning
For entrepreneurs, business owners, and high-net-worth individuals, we offer strategic tax planning that safeguards your wealth. From estate planning to business structuring and asset preservation, our advice ensures your financial legacy is protected and tax-efficient.

For more information please visit Tax services – Gateley

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

Gerald Edelman

Formed in the late 1940s, we have established ourselves as one of the leading mid-tier businesses in the UK. Through our business advisory and professional services, we build real relationships with our clients, gaining insights necessary to truly understand their needs. This allows us to deliver solutions that are unique and transformative, bringing concepts to life and fulfilling the ambitions of businesses and individuals alike. All our clients get access to our tax team, who are true experts in their field. With chartered accountants, chartered tax advisers and ex-HMRC inspectors using their skills, knowledge and contacts to deliver an industry-leading service. Alongside tax compliance, the expertise of the team spans international tax, property tax, inheritance tax, corporate tax planning and structuring, R&D, VAT and tax investigations. The breath of expertise within the team allows us to offer a one stop shop service to all of our clients across sectors, including: businesses, entrepreneurs, landowners, high net worth individuals, trustees and family offices. Gerald Edelman are more than accountants, striving to have a positive impact on our clients, our people, our community and our planet.

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

Hays

To help you meet ever-changing customer demands, we bring the people, the technology and the partnership you need to achieve your goals, now and in the future. We’re ready to deliver against your immediate hiring needs in taxation, but also have the scale, insight and understanding needed to shape your future workforce management strategy. At Hays we’re working for your tomorrow to help your business succeed.

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

Ilumis

Founded in 2025, ilumis is a bold tax technology consulting group challenging the traditional consulting playbook. Focused on real-world outcomes, the team helps organisations deliver faster, cleaner and more measurable results across their tax functions.

ilumis works across centralised workflow management, tax reporting and calculation tooling, transfer pricing technology, e-invoicing, ERP tax enablement, process automation and AI training. Combining modern platforms with practical, tested frameworks, the team delivers hands-on support that drives meaningful change. With experience spanning large multinationals, global groups and fast-growth businesses, ilumis brings over 70 years of combined expertise across industry and consulting. Its senior-led model ensures clients benefit from deep technical knowledge, commercial insight and delivery that is both pragmatic and effective.
By blending technology, process expertise and execution, ilumis is helping reshape how tax functions operate in a rapidly evolving landscape.

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

Jerroms Miller

At Jerroms Miller, we provide award-winning specialist tax advice tailored to a wide range of business tax scenarios. Our goal is to ensure you achieve the most favourable outcomes for your tax-related matters. We work with a diverse range of clients from individuals to multinational companies on a variety of tax-related projects. We provide specialist tax advice to accountants, tax advisors, solicitors, and their clients. Additionally, we collaborate with HMRC in consultations regarding future changes to key UK tax legislation.

Our specialist services cover areas such as reorganisations and corporate reconstructions, succession planning, venture capital tax reliefs, employee incentivisation, and guidance on anti avoidance matters.

Our team of experts bring extensive knowledge and practical experience. We stay ahead of legislative developments and newly available reliefs, ensuring your business plans are structured and executed as tax efficiently as possible. Whether securing HMRC clearances or providing strategic, forward thinking tax advice, we help you navigate complex challenges with confidence.

Knowledge Hub
Our Knowledge Hub offers a free, collaborative platform designed to support learning, professional development, and the exchange of ideas, welcoming individuals at every level of technical expertise. Here, you’ll find access to events & webinars, Insights, Articles, and a LinkedIn Technical Forum.

‘The Tax Hour’ podcast
Hosted by Nick Wright, Director & Head of Corporate Tax, The Tax Hour features conversations with leading figures from the tax and finance community, including Dan Neidle, Nichola Ross Martin, Michael Sherry, and many more, bringing you expert perspectives on the issues that matter.

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

Karen Eckstein

Founded by Karen Eckstein, Karen Eckstein Limited is a specialist risk management firm supporting accountancy and tax advisory firms, insurers and brokers.

Drawing on Karen’s experience defending professional negligence claims and disciplinary matters for accountants and tax advisers, the firm focuses on the practical causes of risk, helping firms prevent time-consuming and costly claims while improving profitability.

The firm works closely with tax and accountancy practices to deliver practical, commercially focused solutions, including a fixed-price service covering engagement letters and terms of business, together with supporting policies (such as scope creep, complaints and liability cap frameworks) to ensure they operate effectively in practice. It also provides ongoing support through its Fractional Risk Officer and general retainer services.

Known for its clear, pragmatic approach, Karen Eckstein Limited acts as a trusted adviser to its clients, helping them prevent issues before they arise, respond confidently when challenges occur, and build more resilient, profitable businesses.

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

KPMG

KPMG UK Tax use deep expertise, technology and tools to help navigate the latest changes, stay compliant and empower our clients. We seamlessly bring together our specialist tax services to help address the most complex issues and opportunities our clients face. Most importantly, our people combine deep technical specialist knowledge with a truly commercial mindset. This means a relentless focus to help our clients achieve their business goals. We collaborate with organisations of all shapes and sizes across a broad range of tax solutions. Whether that’s to get ahead of complex compliance requirements, drive process and cash efficiencies, or rethink the way your in-house functions operate to drive better value – we’ve got our clients covered. Our objective is simple: helping our clients pay the right tax at the right time, using our expertise and continual investment in technology.

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

Lumina - Ad Valorem Group

Lumina is the specialist tax division of Ad Valorem Group, which supports SMEs, professional partners and a growing network of accountancy firms. Operating with the agility of a boutique and the strength of an established group, Ad Valorem is ACCA regulated and proudly family-run. Every engagement is led by senior specialists, including experienced tax professionals, technologists and a former HMRC senior corporate tax inspector, ensuring advice is both technically robust and commercially practical.

As part of ETL Global, Lumina combines international reach with local expertise. The team partners with independent practices to extend their service offering across R&D tax relief, Patent Box, AVEC and VGEC. The result is high quality, defensible specialist tax services that help businesses innovate, grow and claim with confidence.

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

Menzies

Menzies is a leading UK business advisory and accountancy firm with international reach. We help accelerate your ambition, with a proven track record supporting both businesses and individuals to successfully reach their goals.

We focus on optimising our clients financially, operationally and strategically across Audit, Tax & Compliance, Accounts Advisory, Financial Planning and Transaction Services. Our 10-sector specialist teams work with Menzies experts in Strategic Business Advisory, International Expansion, Outsourced Services and Financial Planning, to create value and transition clients to the next stage in their journey.
Even as we scale, we continue to take a Partner-led approach to our client relationships. We use our Brighter Thinking methodology to empower clients with greater confidence and certainty in the face of increasing complexity.

Founded in 1912, Menzies is headquartered in London, with 600+ employees. Our clients are mid-size and large privately held corporates, non-profits, and individuals, across the UK and internationally via major market country-desks, and in 157 countries globally through Menzies membership of HLB, the global advisory and accounting network.

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

Ormerod Rutter

Ormerod Rutter Chartered Accountants is one of Worcestershire's largest independent accountancy firms, established in 1984 and built through organic growth over four decades. With thriving offices in Droitwich, Bromsgrove, and Birmingham, we have developed a significant and trusted presence across Worcestershire and the West Midlands. We deliver a comprehensive range of specialist tax and advisory services to clients of all sizes, combining technical expertise with an innovative, progressive approach that is always tailored to the bespoke needs of each individual client. From complex tax planning to compliance, our experienced team is committed to providing forward-thinking solutions that make a real difference.

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

Ostberg Sinclair & Co.

Ostberg Sinclair & Co. was founded with a commitment to delivering exceptional client service through high-quality advisors who offer clear, actionable solutions. The firm specializes in simplifying complex tax matters, providing clients with decluttered advice and a clear strategy.

The founders, experienced in leading teams at top accounting firms, recognized the need for a client-focused approach that prioritizes individual needs over standardized processes.

In its first year, the firm surpassed revenue targets and maintained 100% client retention. Key leadership hires and the development of new service lines, including trusts, US/UK high-net-worth clients, and business/transactions teams, fuelled its growth. Additionally, a graduate recruitment program was launched to build a strong talent pipeline.

Ostberg Sinclair & Co. is dedicated to providing tailored, strategic solutions to navigate complexity with clarity.

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

Oury Clark

Established in 1935, Oury Clark has over 90 years’ experience in offering commercial solutions to its clients, from large multinationals to tiny startups. It provides a unique combination of professional services including legal, accounting, tax, financial, payroll & recruitment; all specialists work together to cut through the complicated layers of the legal and accountancy world to present simplified, straightforward advice. It has offices in London and Slough and helps businesses from all over the world set up in the UK.

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

Pinnacle Global Group

Trusted Offshoring/Outsourcing Partner: Supporting 150+ firms across the UK and Ireland. 300+ experts and offices in London and Mumbai. GDPR compliant, ISO certified, CIMA, ICB and ACCA approved employers led by members of ICAEW, CA Ireland, CA India, and IFA.

Providing:

Compliance Resourcing
- Auditors
- ⁠Accountants
- ⁠Bookkeepers
- ⁠Management Accountants
- ⁠Payroll Administrators
- ⁠Tax Administrators

Value-Added Resourcing
- Virtual Finance Controllers
- ⁠Insolvency Administrators
- ⁠Paraplanners and Administrators
- ⁠Automation and AI Specialists
- ⁠Legal Support Staff
- ⁠ESG Analysts
- ⁠Carbon Accountants
- ⁠And More

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

PKF Francis Clark

PKF Francis Clark is an independent firm of chartered accountants and business advisers in the South West of England. With more than 100 years’ experience, the firm supports businesses, entrepreneurs, families and individuals across the region. Operating from nine offices in Bristol, Exeter, Plymouth, Southampton, Torquay, Truro, Taunton, Poole and Salisbury, the firm combines strong local relationships with global insight as a member of the PKF Global network.

PKF Francis Clark has deep expertise across key regional sectors, supported by specialist tax teams covering corporate and private client tax, VAT, employment taxes, restructuring, R&D, international tax, trusts and estates, and capital allowances, allowing the firm to provide joined-up and practical advice.

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

Pro-Tax

The Pro-Tax team is the UK’s largest recruitment team specialising in tax, with a reputation for excellence and deep industry expertise. Our experienced consultants have spent almost 20 years building extensive knowledge of the tax market and cultivating a wide network of trusted connections.

We cover all areas of tax and have teams that specialise in both practice and in-house opportunities. Our DNA is to provide excellent service whilst being pro-active in our approach, and always to uphold inclusiveness and collaboration with clients, candidates and each other.

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

Ryan

Ryan, an award-winning global tax services and software provider, is the largest Firm in the world dedicated exclusively to business taxes. The Firm provides an integrated suite of international tax services on a multijurisdictional basis, including cost management, compliance, consulting, technology and transformation, and innovation funding. Empowered by the dynamic myRyan work environment, which is widely recognised as the most innovative in the tax services industry, Ryan’s multidisciplinary team of more than 7,100 professionals and associates serves over 74,000 clients in more than 80 countries, including many of the world’s most prominent Global 5000 companies.

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

S&W

S&W is one of the fastest-growing UK accountancy firms and builds on the heritage of Smith & Williamson which was founded in 1881. It was launched as a new business on 31 March 2025, following the sale of Evelyn Partners’ Professional Services business to Apax Funds. As a leader in the mid-market, we provide a broad range of services including business and private client tax advice, audit and assurance, business outsourcing, consulting and digital services, and specialist advisory solutions such as recovery and restructuring, transaction support, and forensics. S&W has more than 2,300 employees and more than 150 partners operating from 19 towns and cities in the UK, Republic of Ireland and France.

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

Saffery

Saffery is a partner led, top 20 UK accountancy firm with over 1,300 partners and staff across nine UK offices. We advise individuals and businesses on complex tax matters, tailoring solutions to each client’s goals, helping them navigate the complex tax issues they face. Our expertise spans income tax, employment taxes, inheritance tax, corporate tax, VAT and SDLT, alongside practical guidance through Making Tax Digital. We also regularly engage with HMRC and HM Treasury via consultation responses, shaping policy discussions that affect our clients. Additionally, we draw on international support from Nexia, a leading global network of independent accounting and consulting firms. This gives our clients access to the best local advice across the globe.

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

Source Advisors

Source Advisors offers expert R&D tax relief advice rooted in knowledge, integrity and trust. We are the market leading R&D tax boutique, trusted by accountancy firms and tax professionals.

Source Advisors has a 40 strong UK team with access to over 250 professionals across the globe. Our expertise can help your clients claim HMRC’s R&D tax credits and access our Intellectual Property services including Patent Box. Source Advisors has a proven track record and works with hundreds of accountancy firms in the UK

We see our partnership with accountancy firms as a central and integral part of our business.

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

Spencer Gardner Dickins

Established in 2004, Spencer Gardner Dickins provide specialist advice and compliance services to both businesses and individuals across taxation, financial planning, probate and related financial matters. Our approach is built on understanding the unique goals and challenges of each client, allowing us to deliver tailored, practical solutions that support long-term success. With a number of former big 4 and top10 advisors, we occupy a distinctive position in the market, combining the technical expertise, breadth of knowledge, and comprehensive services typically associated with larger firms, with the accessibility, responsiveness, and personal attention of a smaller practice. We pride ourselves on offering clear, commercially focused advice adding real value, while remaining cost effective.

By building strong, lasting relationships, we ensure that our clients feel supported, informed, and confident in their financial decisions. Our commitment is to deliver a high-quality service with a genuinely personal approach, helping clients tackle complexity with clarity and assurance.

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

Tax Advisory Partnership

TAP advises international private clients and companies on complex UK and US tax and cross border matters, delivering integrated advisory and compliance services. We help clients manage their UK tax position, coordinate overseas exposures and apply double tax treaties effectively across multiple jurisdictions. Where wider international input is required, we work with a carefully selected global network of trusted advisers to deliver coordinated, commercially robust outcomes. We are instructed directly by private and corporate clients and by professional intermediaries seeking specialist UK and US tax expertise.

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

Tax Systems

Tax Systems is a global multi-tax compliance SaaS provider, with market-leading solutions across the UK, Ireland, Europe and the UAE. Its solutions digitise tax processes and revolutionise compliance operations, enabling tax professionals to create better opportunities and generate valuable insights from their tax function while also mitigating risk. Translating complex, ever-changing tax legislation into intuitive solutions, customers can trust that their calculations will be right, first-time, every time.

Founded in 1991, Tax Systems has over 30 years’ experience and works with over 42% of the FTSE 100 and 80% of the top advisory firms in the UK and Ireland, where more than 30,000 tax professionals are trained to use their solutions, filing over 200,000 submissions every year.

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

TaxCalc

TaxCalc makes smart, integrated, scalable and affordable software. Transparently priced, our CloudConnected, award-winning, end-to-end practice suite comprises powerful tax, accounts, VAT, remote working, practice compliance and practice management solutions, with recently-released FRS102 and Group Accounts modules now available.

Count on TaxCalc to provide the flexibility and value for practices large and small.

Find out more about what TaxCalc can do for your practice, visit www.taxcalc.com or call us on 0345 5190 883.

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

The VAT Team

The VAT Team is an outsourced, white labelled specialist UK VAT advisory provider, for full-service accountancy firms. Our mission is to empower firms to meet the increasing demand for VAT services, helping their clients navigate the ever-changing complexity and risks of the VAT regime. Our team have years of collective experience, working with organisations in multiple sectors and ranging from SMEs to large corporates and non-profits, through their roles in accounting firms and as inhouse VAT consultants. We provide a broad range of VAT support services from technical VAT training for consultants to flexible VAT advisory support. Our services deliver an expert, dedicated and stable VAT resource to satisfy existing client demand, grow client bases and achieve significant return on investment through increased capacity, efficiency, and risk management.

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

Tolley+ with Protégé

Trusted AI workflows for real tax work. Tolley+ with Protégé combines guided workflows, trusted Tolley research and practical guidance, and advanced AI in one connected experience. Built around real tax work, it helps teams structure complex tasks, work more consistently and move faster to review-ready outputs.

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

Vantage Fee Protect

As a specialist Tax Fee Protection Insurance provider, we are focussed simply on providing the best possible Tax Fee Protection Insurance schemes, nothing else. Vantage is staffed by individuals who have a level of knowledge and experience that is unrivalled in the market place. Together we have pooled this knowledge to ensure that we provide a product and service that reflects the best from the industry. So, from Vantage, accountants can expect market-leading Policy coverage, a range of digital marketing solutions that will reduce your administration costs whilst growing scheme participation, access to the most experienced claims handlers in the industry and access to our in-house tax team which has the lowest call back rates, plus free and unlimited access to our Tolley Tax Update Webinars.

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------