Guides & Publications18 Oct 2023
Alliotts Focus – Winter 2023
In this edition of Alliotts Focus we look at; Higher rate taxpayers, IHT penalties, dividends, and influencer taxation
SECTORS
Steve has over 30 years’ experience advising clients from a wide cross section, ranging from large international companies, professional partnerships and family businesses to Charity and Not for Profit organisations.
He leads the firm’s Charity and Not for Profit team which provides audit compliance, financial reporting and outsourced services to a broad range of organisations within the sector.
Steve adopts a practical role and is often in near daily contact with some of his clients, as a result he often hears about, and provides solutions to, issues before they become problems.
Steve is the elected Chairman of Alliotts and is responsible for driving the firm’s future strategy.
Steve is highly experienced in providing advice and services to a wide range of not for profit clients. He is a trustee of a school charity group as well as a smaller local poverty relief charity and so really understands the challenges in the sector.
Testimonials
“Alliotts have been working with Kings Canterbury for more than 10 years now and Steve Meredith is absolutely exceptional in being so accessible and hugely knowledgeable. He has helped streamline our accounting and advised us on looking at practical things like stock levels, IT systems and operating modes. All this has saved us money. What I really appreciate too is the clarity of thinking and the fact that we don’t hesitate to pick up the phone and ask for advice. Top marks!”
Kings School, Canterbury
“Alliotts are professional, friendly and proactive in the right quantity. They give us strategic advice and make our systems more secure and our administration more structured and focused. They’re easy to approach and always willing to lend support and give advice. At the end of the day they’re very professional but also have a friendly family feel.”
Arthur Donaldson MBE, Trustee,
The Police Dependents Trust (Police Care UK)
As well as providing audit and advisory services to the education sector, Steve has used his commercial experience to help with fundraising and tax/VAT planning for the larger school and academy groupings.
Steve has also presented at sector events, provided round table discussion opportunities, led workshops on topical issues and delivered governor training.
Testimonials
“We are very happy with the service we have received from Alliotts accountants. As our internal auditors, their team do a thorough and professional job ensuring that all deadlines are met. If I have issues during the year, I know that I can pick up the phone directly to the Partner at Alliotts and ask for advice. I would recommend Alliotts to other Academies looking for quality, professional financial support.”
Pallavi Shah, Chief Accountant,
Alec Reed Academy, Northolt
In his free time Steve is keen to be outdoors, whether walking or cycling in the Surrey Hills, or gardening and enjoying the challenge of successfully harvesting his own veg.
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Contact Steve
Please fill in the form below and Steve will be in touch shortly.
Alternatively, you can email stephen.meredith@alliotts.com