Archives: Staff Members

Lucy McConnell 

Trainee management accountant 

Lucy is a recent graduate of the University of the West of Scotland. She achieved a first-class honours degree in accountancy and is also a certified Xero advisor. 

Lucy’s primary role is to support the function of the management accounting department and the R&D tax credit department. Lucy is working towards achieving her CIMA professional qualifications. 

In her spare time Lucy loves to explore the countryside, and beautiful wildlife that Scotland has to offer, making memories with her three daughters.

Key roles and responsibilities 

  • provide support to the Management Accounting department in the preparation of real-time management information for key clients and submission of limited company Annual Accounts 
  • supports the R&D Tax Credit department in the preparation and submission of Corporation Tax Returns, and completion of R&D tax credit applications

Emily Wilson

Corporate and Personal Tax Associate

Tax

Emily Wilson is ammu’s Corporate and Personal Tax Associate with a first class honours degree in accounting and finance. Emily also attained further qualifications from the Association of Tax Technicians (ATT) and the CTA from Chartered Institute of Tax.  

Emily has a wealth of experience gained working across diverse client portfolios in a range of sectors. Emily enjoys proactively working with clients to give expert advice for their personal, family and business tax planning. 

Emily is committed to helping our clients develop good tax planning literacy and be more in control of their tax planning for the future. Having worked as a tax senior in leading accountancy practices, Emily has a proven track record for dealing with challenging queries and meeting HMRC deadlines.   

Having attained the prestigious CTA qualification Emily has advanced her knowledge of tax to help business owners, company directors and individuals understand their tax matters. Emily helps clients think seriously about personal and business tax planning and consider other areas such as passing on wealth, retirement or selling up.  

When Emily is not at work she spends most of her time keeping fit and socialising with friends and family.  

Get in touch with Emily: email emily@ammu.uk or call 01292 388 031 

key expertise and skills   

  • accurately calculate and manage tax compliance obligations and any corporation tax, business tax, capital gains tax, commercial property tax liabilities 
  • tax compliance not limited to Corporation Tax an Personal Tax
  • advice surrounding the Intermediaries legislation(IR35)
  • capital gains tax planning
  • residency advice/planning
  • pension allowance and taper calculations  
  • remuneration planning 
  • business restructuring
  • succession planning

Emily Wilson’s Recent Posts

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Scotland needs a new tax system and higher tax revenue

Scotland needs a new tax system and higher tax revenue

This was the conclusion reached in a paper published by Reform Scotland at the end of June 2022 and written by Heather McCauley, a former senior civil servant who has worked for the UK, Scottish and New Zealand Governments. We […]

Lucy Handley

accounts and advisory manager

Lucy Handley is ammu’s accounts and advisory manager. Lucy, a qualified Chartered Accountant, helps our clients with their annual financial statements along with their management accounts. Lucy has a wealth of experience drawn from working with a variety of sectors including Construction, Hospitality and Manufacturing with a particular focus on start-up companies and SMEs. 

Lucy has a real passion for helping business owners develop good financial literacy. Having worked as a financial controller and in accountancy practices, Lucy provides a unique understanding and financial perspective for our clients. As a Xero Certified Adviser Lucy helps business owners fully understand the numbers and information in their business to make informed decisions that drive the business forward.  

When Lucy is not at work she likes going out for dinner and trying out new restaurants along with sampling cocktails along the way and simply having a good old blether with friends and family. 

Get in touch with Lucy: email lucy@ammu.uk or call 0141 290 0262 

key expertise and skills  

  • Cloud accounting software and implementation (with particular focus on Xero and integrated apps)
  • Producing Management accounts to ensure clients have clear financial insight into their business
  • Year-end statutory accounts
  • Tax compliance not limited to Corporation Tax, Personal Tax and VAT returns

Lucy Handley’s Recent Posts

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Managing your business through high inflation

Managing your business through high inflation

Businesses trying to cope with 9%-10% inflation face a difficult balancing act. For many there is a stark choice between potentially alienating customers by increasing prices too sharply or absorbing increased costs and risking their own survival.  Staff shortages and […]

Company insolvencies on an upward trend

Although showing a slight improvement from March, the number of company insolvencies in April of this year was more than double the number from April 2021. This shows just how important it is to get advice sooner rather than later […]

Francine Fraser

Payroll Manager

Payroll

Francine Fraser is ammu’s payroll manager. Francine is responsible for the outsourced payroll services for our clients.

Francine offers valuable support and advice as she is highly experienced in working with cloud-based payroll systems such as Xero and the cloud accounting system Iris.

Francine has experience in Financial Services gained during her time with Standard Life. Having worked in payroll at Aldi’s Head office Francine gained a wealth of experience in a fast-paced environment. Francine now applies her skills and knowledge across our diverse client portfolio.

When Francine is not working, she enjoys running (both training and after her little boy Finn!). Another string to her bow is Francine is a make up artist too. These days Francine is looking forward to spending time on holiday with the family.

Get in touch with Francine: email francine@ammu.uk or call 0141 290 0262

key expertise and skills

  • Cloud accounting software including IRIS and Xero
  • Administration and process payroll for a wide variety of SME’s across a range of sectors
  • Processing multiple payrolls with different frequencies
  • Administering RTI submissions and processing P60s
  • Supporting clients with furlough and Job Support Scheme claims to HMRC
  • Liase with HMRC and manage queries on clients’ behalf

Francine Fraser’s Recent Posts

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some of the recent NIC changes have caused complications

some of the recent NIC changes have caused complications

Some of the latest changes to national insurance contributions (NICs) started from 6 July 2022, causing complications for self-employed people and directors.  Normally rates and thresholds are set for the whole tax year, as with employers’ contributions, which increased to […]

Beth Murrison

Practice Administrator

Beth Murrison is ammu’s practice administrator and takes care of the day-to-day running of our Glasgow and Ayr offices. Beth also supports clients when they join ammu for a smooth onboarding process.  Beth continues to take care of the administrative side of ongoing client support alongside her colleagues.  

Beth is married to Simon and when she isn’t in the office, she is busy spending time with the family, walking the puppy, open water swimming, running and training for triathlons.

Get in touch with Beth: email beth@ammu.uk or call 0141 290 0262

Key expertise and skills

  • Practice admin
  • Onboarding clients
  • Data management
  • Internal financial management

Russell Young

Accounting and Bookkeeping Executive

Russell Young is the firm’s business analyst. Russell also supports clients with bookkeeping, VAT and Corporation Tax Returns. Russell assists established and growing businesses across a diverse range of sectors.

Russell graduated from University of Paisley with a BA in Accounting. Russell’s background as a Financial Controller within the food & beverages industry has honed his skills in accounts payable, budgeting and information management. He provides valuable support to the SMEs we work with.

When Russell isn’t analysing the numbers, he can be found watching football and listening to music. 

Get in touch with Russell: email russell@ammu.uk or call 0141 290 0262

Key expertise and skills

  • Bookkeeping in Xero, QuickBooks, Kashflow, Sage and FreeAgent
  • VAT and Corporation Tax returns for clients
  • Preparing Management Accounts for clients
  • Sectors experience across Software & Tech, Hospitality, Consultancy, Dentistry, Architects and Construction.

Russell Young’s Recent Posts

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New VAT penalties regime on the horizon

The existing penalty regime for VAT returns has the advantage of simplicity, but it’s something of a blunt instrument. The new system coming in for return periods beginning on or after 1 April 2022 will be fairer, but some businesses […]

Recovery of VAT on Electric car charging

The Government is committed to encouraging more and more people to drive electric cars and have reduced or eliminated the income tax benefits of providing electric company cars or charging points for employees. Since 6 April 2019 there has been […]

Output VAT on the supply of private road fuel

HMRC have amended the VAT road fuel scale charges with effect from 1 May 2021. Businesses must use the new scales from the start of the next prescribed accounting period beginning on or after 1 May 2021. The valuation rate […]

Heather Shields

Personal Tax and Payroll Adviser

Heather Shields is ammu’s payroll and tax adviser. Heather manages all our outsourced payroll services for small and medium sized businesses. Heather is highly experienced in working with tax and payroll within accountancy firms and ran her own business.

Heather offers valuable advice as she is highly experienced in working with cloud accountancy software – since the late 1990s. Heather provides support for Sage, IRIS and cloud-based payroll systems such as Xero and Kashflow.

She is experienced in working with directors, sole traders and individuals across a broad spectrum of sectors including hospitality, healthcare and professionals.

Heather’s primary focus is providing ongoing support to our clients. Currently, calculating furlough payments also preparation and submission of the job support scheme claims to HMRC.

When Heather is not working she likes listening to music, weekends away and going for runs out in the car and learning to play the guitar again. A fun fact about Heather was she was a member of a band.

Get in touch with Heather: email heather@ammu.uk or call 0141 290 0262

Key expertise and skills

  • Cloud accounting software including Sage, IRIS, Xero and Kashflow
  • Processing payroll for a wide variety of SME’s across a range of sectors
  • Liaising with and managing all compliance with HMRC
  • Liasing with the Pensions Regulator for workplace pensions
  • Advising clients on current legislations, workplace pensions and furlough
  • Preparing P11Ds, self-assessment tax returns, including directors, sole traders and individuals who are in the scope of self-assessment
  • Furlough and Job Support Scheme claims to HMRC

Heather Shields’s Recent Posts

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pension top-ups for lower paid employees

pension top-ups for lower paid employees

Employees who contribute to an occupational pension scheme under a net pay arrangement do not currently benefit from any tax relief if their earnings are below the personal allowance. This anomaly will be rectified from 6 April 2024 when HMRC […]

getting the most from salary sacrifice

getting the most from salary sacrifice

In these straightened times, salary may be preferable to receiving a benefit. However, the attraction of salary sacrifice has increased since 6 April, and when it comes to pensions it makes sense to take a longer-term view. NIC savings Salary […]

Off-payroll mistakes now penalised

The private sector off-payroll working rules have been in place since April 2021, but for the first 12 months businesses have benefitted from HMRC’s relaxed stance on penalties. HMRC will now, however, penalise mistakes made in applying the rules. HMRC […]

Stephen Black

Business Information

Management Accounting

Stephen is an expert in financial modelling and analysis. Working with clients Stephen adds extra value with strategic planning and implementation through to budgeting and advanced financial management.

Prior to joining ammu (formerly AMAS) Stephen spent over 30 years working in the finance functions of major organisations. Stephen’s focus was providing management information to managers and boards of directors to help them make informed financial choices and improve strategic and day-to-day financial decision-making.

Stephen is an expert in providing accurate and actionable management information, real time variance analysis, financial projections for funding applications or business plans. Stephen works closely with clients to produce accurate and timely management information and future forecasts tailored to their specific requirements.

Stephen supports clients setting up KPIs, other financial indicators and early warning signals that are easy to interpret and act on. Stephen helps to get businesses back on track and fully prepared to take the leap to the next level of growth.

Stephen has significant experience of working with non-financial managers and business owners with limited financial knowledge. Stephen translates their business ideas and plans into clear financial plans, objectives plus sets up systems to measure, monitor and report performance.

Throughout the years, Stephen has worked across a range of industries, but has a particular specialism in working with manufacturing & engineering, transport & logistics and publishing.

Get in touch with Stephen: email stephen@ammu.uk or call 01292 388 031

Key expertise and skills

  • Management information, financial analysis and business reporting
  • Helping clients to make better and more informed decisions that drive up revenue and maximise profits
  • Business and financial strategy, planning and implementation
  • Digitisation of finance function and key busines processes
  • Financial monitoring & reporting, setting up KPIs, financial controls and procedures
  • Cloud accounting, business applications and Making Tax Digital.

Visit our management accounting, digitisation and MI and data analytics pages to find out more

Stephen Black’s Recent Posts

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Why Management Accounts? To Purchase or Manufacture?

Why Management Accounts? To Purchase or Manufacture?

In this entry in our series on ‘Management Accounts – The Benefits’, we looked at how the production of Management Accounts for your company can clarify whether it would be more beneficial buying a product or manufacturing your own.

Why Management Accounting? Budgets & Forecasts

Why Management Accounting? Budgets & Forecasts

Management accounting can be more than analysing production costs and profitability, it can be about budgeting and forecasting too. It can allow you to see what is on the horizon for your firm over the coming months, allowing you to […]

Simon Murrison

Director

Accounting & Tax

Simon Murrison, a Chartered Accountant, is Amas Murrison’s founder and Co-Director. Simon works with the owner managed businesses and SMEs and he advises them on all aspects of accountancy, tax and financial management.

Simon has experience in a wide range of sectors and industries including: construction, professional practices and consultancies, financial services, medical and dental, landlords and property investment, as well as private individuals and families.

Simon is a highly trusted adviser with over 20 years of experience working for large and medium sized accountancy firms and running his own successful business Murrison & Wilson since 2013, which merged with AMAS in May 2020.

Simon is incredibly supportive of the business community and shares his expertise in his mentoring role with Enterprise Fellowship Development Board, as a keynote speaker at an annual legal advisers’ conference and as a regular expert on the Business Journey panel in Glasgow.

When Simon isn’t behind his desk, he can be spotted cycling home to his family or training for his next marathon.

Get in touch with Simon: email simon@ammu.uk or call 0141 290 0262

Key expertise and skills

  • Year-end accounting, corporation, business and personal tax compliance
  • Companies House and annual compliance
  • Cloud accounting, bookkeeping, VAT returns and day to day financial management
  • Company directors, partnerships and professional consultants.

Visit our accounting matters and tax matters pages to find out more about what we do and how we work with clients

Simon Murrison’s Recent Posts

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Managing your business through high inflation

Managing your business through high inflation

Businesses trying to cope with 9%-10% inflation face a difficult balancing act. For many there is a stark choice between potentially alienating customers by increasing prices too sharply or absorbing increased costs and risking their own survival.  Staff shortages and […]

Company insolvencies on an upward trend

Although showing a slight improvement from March, the number of company insolvencies in April of this year was more than double the number from April 2021. This shows just how important it is to get advice sooner rather than later […]

Jamie McLachlan

Business Management Accountant

Jamie McLachlan is a Business Management Accountant, a Certified Xero Adviser and Certified Xero Payroll Adviser. He is currently working towards completing his CIMA Diploma in Management Accounting.

Jamie is an expert in financial analysis, streamlining the finance function, improving controls, procedures, and regular financial performance and KPI reporting.

Working with financial directors and owner-managers, Jamie helps them to break down the steps required to digitise their business processes. He also advises on selecting and implementing cloud accounting software and business applications that provide real time management information that fully supports management accounting and profitability and margin analysis.

Jamie is the go-to person for clients for digital support. Jamie identifies the right package of tools and apps every size of business must have to go digital, stay compliant and make informed decisions.

When Jamie is not digitising businesses or studying, he can be found running on Ayr beach with (and after!) Tequila his dog.

Get in touch with Jamie: email jamie@ammu.uk or call 01292 388 031

Key expertise and skills

  • Management accounting, financial analysis and business reporting
  • Digitisation of finance function and key busines processes
  • Financial monitoring & reporting, setting up KPIs, financial controls and procedures
  • Cloud accounting and business applications
  • Helping SMEs prepare for Making Tax Digital

Visit our Digitisation hub and our cloud accounting and business application pages to find out more.

Jamie McLachlan’s Recent Posts

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help to grow: digital scheme expanded

help to grow: digital scheme expanded

The UK Government’s Help to Grow: Digital scheme has just been expanded to businesses with at least one employee. Previously, only businesses with five or more employees were eligible. The scheme provides a 50% discount towards the cost of software. […]

making tax digital for sole traders and landlords

making tax digital for sole traders and landlords

The widening scope of Making Tax Digital (MTD) is highlighting several issues, including the limited availability of the MTD for income tax pilot scheme, and low awareness of the recent expansion of MTD for VAT to all VAT registered businesses. […]

Making Tax Digital update

Making Tax Digital (MTD) will become mandatory for the self-employed and landlords in 2024. Although there is no major news, a recent webinar co-hosted by HMRC has shed more light on the sign-up process, the use of spreadsheets and joining […]

Iain Robertson

Business Funding Manager

Iain Robertson is ammu’s funding, business grants and R&D Tax claims specialist.

Iain works with a range of businesses from manufacturers and engineers, professional consultants, medical and healthcare businesses. Also, early growth stage and established SME businesses looking to scale up.

Iain has over 30 years of experience working with businesses, including 15 years working with Business Gateway. Iain is helping them to find solutions to their issues as well as identifying and securing funding from both private and public sector sources.

He also advises business owners on all aspects of R&D Tax claims from checking eligibility, identifying relevant projects to writing and submitting successful claims.

Iain is ideally positioned to advise early stage and growing businesses on their growth journey. Iain shares his own experience setting up and running his own ICT support and software company for SMEs.

When Iain isn’t advising clients’, he can be found enjoying a glass or two of wine, painting and drawing (in his words ‘with much enjoyment but mixed success’), walking in the Scottish countryside and trying to improve his Spanish.

Key expertise and skills

  • Detailed knowledge of public sector business support and grants to support business growth and expansion
  • Skilled applying for funding packages, with an in-depth knowledge of loan Funds
  • Specialism in the Engineering/manufacturing, construction and IT/software development sectors
  • Proven track record for successful R&D Tax claims giving cash boosts for SMEs

Visit our R&D Tax Credits and Business funding pages to find out more

Iain Robertson’s Recent Posts

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Scope of R&D Tax Credit Scheme extended

We are pleased to hear that the scope of the R&D Tax credit scheme is being extended, while at the same time HMRC is taking positive steps to tighten up the claims process. R&D Tax credits Scheme were highlighted in the […]

We are exhibiting at MACH 2022

As the world is opening up and live events are going ahead we’re thrilled to announce we are heading to Birmingham NEC, in April, to exhibit at MACH 2022. MACH 2022 is the UK’s biggest event for inspiring, innovating, and […]

Overcoming uncertainty

Overcoming uncertainty

R&D tax relief can only be claimed by companies that have incurred expenditure on qualifying R&D. Projects should address an area of scientific or technological uncertainty and be innovative.

Jane Grant

Director

Business Advisory and Finance

Jane Grant, a Chartered Management Accountant, is Amas Murrison’s founder and Co-Director.

Jane has over 25 years’ experience in national and international accounting, taxation and specialist business advisory services. Jane’s focus is to ensure clients/businesses are gaining access to funding, digitising their process via cloud system integration, minimising taxation, maximising profit, and achieving growth as well as providing good long term business advice.

Jane has been running her own business since 2002 and has helped businesses grow and feel great by gaining clarity and funding.

As a director of Ayrshire Chamber of Commerce and Industry, Jane provides support to the Ayrshire business community. The Chamber is also a forum for businesses to network, learn, develop and share their experiences for the benefit of achieving economic growth.

Jane strives for a good work life balance for herself and her clients. Jane enjoys walking along the beautiful Ayrshire coast with the dogs or settling down to watch a Netflix series with tea and chocolate.

Get in touch with Jane: email jane@ammu.uk or call 01292 388 031

Key expertise and skills

  • Financial readiness and securing business funding – debt, grants, equity, alternative finance and R&D Tax Credits
  • Digitisation of the finance function and key business processes
  • Management accounting, budgeting, financial modelling and analysis
  • Business strategy, planning, implementation and monitoring.

Visit our business funding, digitisation and strategy pages to find out more about what we do and how we work with clients.

Jane Grant’s Recent Posts

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Double whammy from rising prices

Double whammy from rising prices

Rising prices hurt just about everyone, but small business owners face a double whammy: the impact on their own spending power, but also less revenue coming in from cash-strapped customers.  The volume of retail sales fell 1.4% in March, with […]

simplified probate reporting

Changes introduced from the start of this year have simplified the process for obtaining a grant of probate (certificate of confirmation in Scotland) and limited the circumstances when a full inheritance tax (IHT) account needs to be delivered to HMRC. […]

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