User:Cordelia2/McKie & Co

McKie & Co is a group of entities (see ‘History and Structure’ below) providing taxation consultancy advice in respect of the UK direct taxation of wealthy individuals (private clients). In 2009/2010 it won the Society of Trust and Estate Practitioners’ award for ‘Boutique Firm of the Year’

Services
The services which McKie & Co provides to its clients fall into three categories

Services to Advisers
First, it provides bespoke taxation advice to solicitors, accountants and other advisers of private clients throughout the country and overseas, covering all of the United Kingdom taxation issues which face private clients and advice on the interaction of UK taxation with the taxation of other jurisdictions.

The taxation issues covered include:-


 * Inheritance Tax planning for large estates;
 * Capital Gains Tax planning on large share and property disposals;
 * Cross border asset structuring;
 * Tax planning for non-domiciliaries;
 * Offshore trust and company taxation;
 * Multi-jurisdictional planning for short term non-residents;
 * The use of insurance and pension products in Inheritance Tax, Capital Gains and Income Taxation planning;
 * All capital transactions relevant to the private client;
 * All Capital Gains Tax reliefs including Entrepreneurs’ Relief and the Enterprise Investment Scheme

Services as Expert Witnesses and in Litigation Support
Secondly, the principals of McKie & Co act as expert witnesses and provide litigation support in respect of private client taxation. They provide guidance on any direct taxation issues concerning the private client which are at issue in a dispute, in particular in litigation with HMRC or involving allegations of professional negligence. They provide advice and support in respect of mediation.

Services to Private Clients
Thirdly, McKie & Co provides bespoke taxation advice to private clients in respect of reducing taxation liabilities and of disputes with Her Majesty’s Revenue & Customs.

History and Structure
Simon McKie, on leaving Coutts & Co (where he was Head of Taxation), established a practice (referred to in this article as the “Consultancy”) under the name McKie & Co on the 1st November 1998 to provide taxation consultancy advice on matters of taxation affecting the private client, primarily to accountants, solicitors and other advisers of private clients.

On the 13th September 2000, McKie & Co Limited (referred to in this article as “MCL”) was incorporated in England and Wales under company number 4070840. On the same day, Simon McKie and Sharon McKie (née Anstey) were appointed as Directors of the company. MCL began to trade on the day that it was incorporated. MCL’s principal activity was that of providing taxation consultancy advice to private clients directly and the Consultancy provided consultancy advice to organisations advising private clients.

On the 5th November 2001 a limited liability partnership was registered in England and Wales under registration number OC300925 called McKie & Co (Advisory Services) LLP (referred to in this article as “MCLLP”). On registration and until the present time the members and designated members of MCLLP were, and have been, Sharon McKie and Simon McKie. On the 1st January 2002 MCLLP commenced practice succeeding to the business of the Consultancy. On the 1st May 2007 the designated members of MCLLP and the Directors of MCL took the decision that MCL should concentrate on dealing with the affairs of a particular group of existing clients and that new individual clients should be dealt with by MCLLP.

The shares of MCL are held by Mr and Mrs McKie.

Clients
McKie & Co does not provide information as to the identity of its clients but a number of its clients have permitted it to publish their comments on its services on its website.

Principals
The designated members of MCLLP and the Directors of MCL (see ‘History and Structure’ above) are Simon McKie and Sharon McKie.

Offices
On the establishment of the Consultancy, McKie & Co’s offices were at 5 Fredericks Place, Old Jewry, London, EC2R 8JQ, near the Bank of England in the City of London.

A new office was established at Rudge Hill House, Rudge, Somerset, BA11 2QG (telephone number +44 01373 830956, email administrator@mckieandco.com) on the 26th August 2004 and the City offices were closed on the 30th September 2005. McKie & Co’s offices continue to be based at Rudge.