WHO WE ARE, WHAT WE DO. The Difference Inside
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1 WHO WE ARE, WHAT WE DO The Difference Inside
2 ABOUT US Nothing matters more to us than our clients. All our energy is focused on giving you exceptional service. That s why we seek out and develop talented, free-thinking people with the imagination and initiative to make a difference for you. It s why we re organised to operate without silos so we can bring together the best team from a wide range of disciplines to bring you valuable ideas and get the job done. It s why we ve cut out needless bureaucracy, so we can serve you responsively and with flexibility. Our systems work to support our people, not the other way around. That gives us more time to get to know you and your business and give more relevant, innovative advice. And it s why we ll be there any time you need us. Whenever and wherever that may be: as the Northern Ireland member firm of BDO, the world s fifth largest accountancy network, we give you access to more than 1,100 offices in almost 120 countries. 02 Audit and Business Assurance 03 Business Restructuring 04 Corporate Finance 05 Corporate Tax Services 06 Forensic Accounting 07 Management Consultancy and People Solutions 08 Private Client Services 09 Wealth Management
3 DIFFERENT
4 FLEXIBLE
5 INNOVATIVE
6 ENERGETIC
7 THE DIFFERENCE INSIDE The Difference Inside is about the difference we as individuals, we as a Firm, can bring to your business. We have identified four characteristics as the most essential for exceptional client service. DIFFERENT Not all accountancy firms are the same. We pride ourselves on being big enough to matter, yet small enough to value our clients as people, rather than commercial opportunities. Our difference is that exceptional client service is simply nonnegotiable. We don t just tell our clients we care: we show it by spending time building long term relationships with them. Putting our clients first isn t just a slogan we have built our Firm around making it happen. INNOVATIVE We seek out and develop sharp, resourceful, attentive and creative thinking people with the imagination, innovation and initiative to make a difference to you. We bring together the best team from a wide range of disciplines to bring you valuable ideas and commercial solutions. FLEXIBLE We will instinctively match our knowledge, skills and ideas (and we won t be short of those) to your requirements. We work across teams, we operate without silos so we can serve you responsively and with flexibility. We are not driven by process. Our systems work to support our people not the other way round. That gives us more time to get to know you and your business. ENERGETIC All our energy is focused on giving you exceptional service. If we have fresh ideas and opinions that we believe will help your business, we like to share them with you. Our enthusiasm and confidence to contribute to the solutions and to the challenges your business faces will help you get the job done effectively. 01
8 AUDIT AND BUSINESS ASSURANCE Our team has a great deal of experience with a wide variety of clients including sole traders and partnerships, family owned companies, large private companies and groups across a variety of business sectors. EXPERT SERVICES Statutory Audit Risk Assessment and Corporate Governance Financial Systems and Internal Control Reviews Accounting Systems Set Up and Installation Accounting Standards Compliance Accounts Preparation Regulatory Compliance Reporting under Solicitors Accounts Rules SPECIALIST BUSINESS SECTORS Manufacturing Professional Practices Real Estate and Construction Retail and Wholesale Leisure and Hospitality Technology and Media Not for Profit Organisations Energy and Environment Natural Resources 02
9 BUSINESS RESTRUCTURING No matter where your business is in its life cycle, or your association with it, we can offer a range of services to assist in these difficult times. EXPERT SERVICES Turnaround Stabilisation and Consolidation, Working Capital Management and Stakeholder Management. Financial Restructuring and Debt Advisory Debt and Equity Restructuring, Contingency Planning and Crisis Management. Creditor-Initiated Procedures Representation of the interests of a diverse community of creditors in the context of formal and informal restructurings and insolvencies. Structured Exits Solvent Exits, Orderly Closures, Formal Appointments and Tax-driven Restructuring. Asset Tracing and Investigations Tracing, Securing and Managing Asset Portfolios. Strategic Planning Business Planning, Financial Modeling and Refinancing. Performance Improvement Profit Maximisation and Strategic Planning. Civil Freezing Orders Conducting Financial and Fraud investigations in insolvency related cases and Asset Seizure. 03
10 CORPORATE FINANCE BDO Corporate Finance is authorised and regulated by the Financial Services Authority to conduct investment business. Our team gives full, wide ranging support to clients, helping them achieve corporate objectives and maximise both shareholder and personal wealth. EXPERT SERVICES Acquisitions Distressed Acquisitions Trade Sales AIM Reporting Accountants Mergers Due Diligence Management Buy-Outs/Buy-Ins Business Valuations Finance Raising/Advisory Strategic Advisory Our clients are typically local, national and international medium to large sized businesses, focusing on transactions within the one million to fifty million range. We work across a wide range of industry sectors and our local knowledge on international transactions is underpinned by BDO s international network. 04
11 CORPORATE TAX SERVICES Our Tax Services team is well-equipped to deal with both business and personal tax planning, as well as shareholder and owner issues and employment solutions. We have an in-depth understanding of the issues in a fast paced business and tax environment. Our teams give practical and direct advice, with tailored solutions to best suit your needs. EXPERT SERVICES Business Tax Planning International Tax Planning, Business Structuring and Acquisition Advice, Incorporation Advice and Strategic Tax Planning. Property Tax Planning Acquisition Structuring (including appropriate VAT planning), SDLT and Stamp Duty Advice, Maximising Tax Relief on Property Investments, Non Resident Planning, Interest Relief, Minimising Capital Gains Tax on Sales and Maximising available Capital Allowances. Shareholder Issues Extraction of Profits, Exit Planning including Business Sales, Restructuring, Purchase of Own Shares and Succession Planning. Specialist Taxation Services Business Valuations, Employee Share Incentives, VAT and Customs Duty, HMRC Investigations and Enquiries and Tax Due Diligence. Compliance Corporation Tax Return Preparation, Online Submission, Advice on Corporation Tax Payments, Research & Development Tax Credit Claims, VAT Return Preparation and Online Submission. 05
12 FORENSIC ACCOUNTING Whether you are looking for specialist financial advice for a commercial or matrimonial dispute, an authoritative quantification of damages or an expert witness capable of making a decisive contribution to your case, our local team of Forensic Accountants can give you the edge. EXPERT SERVICES Expert Witness and Dispute Advisory Expert Accounting Reports, Expert Witness Testimony, Party Expert and Single Joint Expert and Alternative Dispute Resolution. Commercial Disputes Business and Share Valuations, Sale and Purchase Agreement Reviews and Consequential Loss Claims. Matrimonial Disputes Business Valuations, Tax Efficient Structures, Advice on how to fund settlements and Specialist Pensions Advice. Insurance Claims Claims Assessment, Professional Negligence, Consequential Loss, Medical Negligence and Personal Injury and Fatal Accident. Fraud Fraud Investigations, Development of Fraud Prevention Measures and Anti-Fraud Training. Asset Investigations and Tracing Investigations to uncover Financial Crime, Trace Assets and recover Criminals Profits. Financial Services Disputes Analysis of advice given by regulated Financial Services organisations. 06
13 MANAGEMENT CONSULTANCY AND PEOPLE SOLUTIONS Our experienced consultancy team works across the private sector (including corporates and family owned businesses) and public services (both local and central government), providing expert advice and assistance. EXPERT SERVICES Strategic and Business Planning Strategic Planning and Advisory, Business Planning, Financial Modelling, Market Research and Feasibility Studies. Specialist Consultancy Services Advisory and fundraising for the Environmental, Technology, ICT and Tourism Sectors. Grant Advice Maximising grant opportunity from Invest NI, Technology Strategy Board, Interreg, Peace and others. Business Improvement Financial, Organisational, Management Business Improvements, Efficiency Reviews, Profit Maximisation, Organisational Development and Strategic Leadership Development. Public Sector Appraisals, Review, Evaluations and Advisory Economic Appraisals, Economic Impact Assessments, Evaluation and Policy Reviews, Business Cases, Change Management and Organisational Development. Family Owned Business BDO Centre for Family Business and Specialist Family Owned Business Advisors. Specialist Human Resource Services Executive Recruitment and Selection, Learning and Development and Human Resource Advisory. 07
14 PRIVATE CLIENT SERVICES Our Private Client Services team is well equipped to provide a holistic tax and wealth planning strategy, giving a tailored service to suit individual needs. The team have a creative and flexible approach to dealing with clients and can provide access to a wide range of international solutions for High Net Worth individuals. EXPERT SERVICES Income Tax Planning Capital Gains Tax Planning Inheritance Tax Planning Will Planning Trust Planning Domicile and Residency Issues Expatriate Services Tax Return Compliance HMRC Investigations and Enquiries Investment Strategies Pensions and Retirement Planning Family Protection Matrimonial Issues Offshore Tax Planning 08
15 WEALTH MANAGEMENT We provide a professional and independent review of individual financial situations by addressing clients concerns, reviewing existing investment portfolios, researching new opportunities and using our investment planning and asset allocation expertise to provide a personalised and independent service. EXPERT SERVICES Investment Planning and Management Creating suitable investment portfolios through our research expertise, including: Tax Shelter Investments, Venture Capital Trusts (VCTs), Enterprise Investment Schemes (EISs) and Trustee Investments. Pensions Professional pensions advice in relation to Contribution, Investment and Retirement Planning for both personal and corporate clients also offering specialist expertise in the area of bespoke pension solutions through Self Invested Pensions. Individual Pensions, Company Pensions, Self Administered Pension Schemes and Bespoke Property Syndicates utilising personal and pension monies. Inheritance Tax and Estate Planning Tailor-made solutions to suit individual circumstances, including: Life Assurance, Lifetime and Wills Trust, Utilising Existing Reliefs and Exemptions, Bespoke Arrangements and IHT efficient investments. Mortgages Arrangement of individual, lifetime and buy to let mortgages. Protection Planning Life Cover, Critical Illness, Permanent Health Insurance, Keyperson Cover, Shareholder Protection, Long Term Care and Private Medical Insurance. Expert Witness Provision of expert witness services in relation to disputes over regulated advice. 09
16 NOTES
17 NOTES
18 CONTACT BDO NORTHERN IRELAND Belfast Contact BDO Northern Ireland in Belfast on or for more information. This publication has been carefully prepared, but it has been written in general terms and should be seen as broad guidance only. The publication cannot be relied upon to cover specific situations and you should not act, or refrain from acting, upon the information contained therein without obtaining specific professional advice. Please contact BDO Northern Ireland to discuss these matters in the context of your particular circumstances. BDO Northern Ireland, its partners, employees and agents do not accept or assume any liability or duty of care for any loss arising from any action taken or not taken by anyone in reliance on the information in this publication or for any decision based on it. BDO Northern Ireland, a partnership formed in and under the laws of Northern Ireland, is licensed to operate within the international BDO network of independent member firms. A list of partners names is open to inspection at our registered office, Lindsay House, 10 Callender Street, Belfast, BT1 5BN. BDO Northern Ireland is authorised and regulated by the Financial Services Authority to conduct investment business. BDO is the brand name of the BDO network and for each of the BDO Member Firms. Copyright BDO Northern Ireland 2012
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