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BW Medical Tax Specialist appointed to head up technical team at leading national tax body

  • 25th February 2014

BW Medical Tax Specialist appointed to head up technical team at leading national tax body

A north east tax expert who works alongside Newcastle-based BW Medical Accountants has been appointed to the Head of Tax Technical Team at the Chartered Institute of Tax (CIOT).

The CIOT is the leading body in the UK for taxation professionals, supporting 17,000 members and 4,000 students through its association. Lead by Stephen Relf, the Tax Technical Team will put forward its view on tax legislation and administration to the Government and other bodies including the European Commission.

BW Medical, a specialist accountancy and taxation company dedicated to health professionals, brought Stephen on board as an independent tax consultant in July 2013, where he helps provide specialist consultancy services to a large portfolio of health clients.

Stephen, 38 from Durham, has worked in the industry for over 15 years, specialising in the taxation of businesses, large and small, for the UK and region's premier accountancy firms.

As a tax writer for a number of prominent tax journals and magazines, Stephen is a specialist in his field and a leading consultant in the region, and is a member of the Institute of Chartered Accountants in England and Wales.

Stephen said: "I am absolutely delighted to have been appointed to this prestigious role and to working alongside my fellow peers in the taxation profession. Since I began working alongside BW Medical Accountants last summer, it has been an incredibly exciting time for me. 

"With my technical knowledge and wealth of experience in the taxation industry, I am looking forward to leading the Technical Tax Team, co-ordinating responses to Government consultations and regular meetings with Government and HMRC officials."

Stephen began his career with national accountancy firm PWC and following work in regional practices, where he further developed his expertise in taxation services by advising SMEs and high net individuals on a wide range of issues, he started his own business, Applause Accountancy Services Ltd.

As an independent tax consultant to BW Medical Accountants, he provides a wide range of support to the tax team, advising clients and assisting with the completion of tax returns. Stephen works with clients of BW Medical Accountants to meet needs and identify opportunities to reduce their tax liabilities, as well as helping healthcare professionals to grow their businesses and increase their personal wealth.

Peter Waller, Head of Tax, BW Medical Accountants, said: "It is fantastic that the leading CIOT role has been appointed to someone from the North East, which is an incredible achievement and proves Stephen is a nationally recognised expert in taxation. These positions are, more often than not, given to people in the south of the country and so it is a real coup for Stephen and for us as specialist medical accountants.

"We pride ourselves on the exceptionally talented team we have put together and the strength of our team provides our clients with the best advice and we can deliver a value for money service. The team at sister company Blackett Walker has known Stephen for many years and when he heard about our company he was delighted to work alongside us again. The depth and breadth of knowledge of our team gives us a real advantage over our competitors."

Who writes this?

Peter Waller

Peter Waller

Senior Tax Specialist
Find out more about Peter
  • Very smooth changeover to BW, with good communication at all times. Very efficient in the production of the accounts (as promised) and the Partners are delighted with the advice received to date.

    Paul Atkinson, Practice Manager
    Netherfield House Surgery, Northumberland
  • BW Medical Accountants have a good working knowledge of General Practice and are keenly aware of the challenges Practices face within the changing environment of the NHS.  Benfield Park have been very impressed by the way BW Medical continue to deliver the range of services they provide from Accounts to Tax and NHS Pension advice. 

    We have found Practice consultation and engagement from BW Medical specifically helpful to shape the future of the Practice.

    Jonathan McCutcheon, Practice Manager
    Benfield Park Medical Group, Newcastle
  • We had no hesitation in moving to BW Medical Accountants.  For any business your accountant is integral, and for us one of the most important factors to this relationship is to have a personal and trusting approach, which BW have undoubtedly achieved. 

    The service we receive and the interest they show in our practice assures us that they have a genuine interest in us and commitment to us.  More importantly they are always helpful and polite to answer even the dumbest of questions!  They give us confidence and reassurance knowing that they are always very up-to-date with all the numerous changes within general practice and we would have no hesitation in recommending them to other practices seeking a professional and personal accountancy service.

    Jackie Rotherham, Practice Manager
    The James Street Family Practice, Lincolnshire
  • We moved to BW Medical Accountants in 2013 and we are delighted that we have.  Having been in the same business for over 20 years it is important to have a relationship with the accountancy team but most importantly you need to have trust.  We made the decision to move our business to BW Medical Accountants and having worked with the Team especially Tina we are very satisfied.  Tina going through the accounts brought to our attention many things that I was not aware of in the past.  The first years' experience can only be described as excellent.

    Customer service is first and foremost with BW and this shines through as each and every one of them are approachable, helpful and most importantly understand and know the business.  General practice is complex and is going to get more complex in the coming years.  We need Accountants who truly understand our business. We as a practice and as individuals would certainly recommend BW Medical Accountants.

    Gloria Middleton, Managing Partner
    Westbourne Medical Group, Sunderland
  • We changed to BW Medical Accountants during this financial year and I would say we have just had the most transparent and understandable end of year meeting and the best planning advice I have ever had in 16 years of practice.

    Dr H Jervis, Partner
    Temple Sowerby Medical Practice, Cumbria

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