Taxpayers will be hit with higher penalties for late self-assessment
returns and unpaid tax under a tough new regime set to be announced within weeks. Underpayments and late filing will also be targeted...
Professional qualifications
1978
Member of the Institute of Chartered Accountants of Scotland
1990
Chartered Insurance Practitioner (ACII) - Qualified as associate (Fellow, 2000)
1992
Associate of the Chartered Institute of Loss Adjusters (ACILA) (Fellow, 1997)
1999
FUEDI European Loss Adjusting Expert (ELAE)
2002
Associate of the Chartered Institute of Arbitrators (ACIArb)
2006
Accredited as a Mediator by ADR Chambers (UK)
Training and Memberships
Member of the Expert Witness Institute (2000)
Member of BIBA West Midlands Liability and Consequential Loss Society and of BILA.
Panel member of ICAEW Presidential Appointments Scheme for expert determination of business disputes.
Authorised by the Financial Services Authority (FSA) to supply insurance claims mediation services.
Past president of a local insurance institute and current institute representative on a regional CII forum.
Included in the UK Directory and UK Register of Expert Witnesses.
Trained or experienced in arbitration, mediation and the requirements of acting as a Single Joint Expert.
Education
1973
Honours degree in Chemistry, University of St Andrews
1974
Postgraduate diploma in Accountancy, Strathclyde University
1974-77
Training contract with Thomson McLintock, Glasgow
Professional experience
On qualifying, I remained with Thomson McLintock in Glasgow specialising in the financial services industry before going
overseas with Coopers & Lybrand. On my return to the UK, I moved to Pannell Kerr Forster and then a regional firm of
accountants, giving me 14 years of experience in accountancy firms, both in the United Kingdom and overseas. The experience
of working abroad as an accountant has improved my understanding of alternative practices and valuation approaches and how
to present matters in statements.
I joined McLarens Toplis, a large firm of loss adjusters, in 1988 as an insurance claims accountant based in Birmingham. I
was promoted to associate director in 1993 and left in 1997. My primary responsibilities were the accounting aspects of
stock and business interruption claims. The claims covered a wide range of areas, from property to product liability
and professional negligence. Business valuations and viability assessments were also required, particularly where
fraud was suspected. I became involved in expert witness work during my time as a loss adjuster.
I now specialise in the provision of forensic accounting, litigation support and claims consultancy services as a
partner with HW Forensic Accountants, where I have been based in their Wolverhampton office since 1999.
Expert witness experience
I have acted regularly for claimants, defendants and as a Single Joint Expert. I have appeared in Court in a variety of circumstances
and have contributed to the successful resolution of disputes and claims by negotiation.
My dual accounting and insurance expertise has assisted in many appointments where practical knowledge of the requirements of both
fields has been necessary in civil and criminal cases, including those settled without the issue of proceedings.
My recent work has included quantum investigation on contract disputes, insurance fraud, personal injury loss of earnings, pension
benefit loss, reductions in benefits from share options, share valuations and professional negligence in insurance, accountancy
and legal situations. It has also involved probate valuation and estate management disputes.
Recent court appearances have related to business valuations (also for the purposes of matrimonial disputes), fraud,
confiscation of assets and loss of earnings.
Areas of expertise
Share/business valuation
Partnership disputes and valuations
Ancillary relief/financial aspects of divorce
Personal injury
Commercial litigation
Professional negligence
Property and business interruption claims
Insurance disputes
Insurance fraud investigations
Probate valuations and assessments to assist solicitors
Intellectual property
Expert determination
In addition to these areas of expertise, I speak and write on a variety of topics that affect business practice and disputes,
including insurance claims, aspects of ancillary relief settlements and church accounting requirements.