Little Book of OneE.compressed

Little Book of OneE

1
Welcome to the Little Book of OneE...

Like any ambitious business,
OneE is on a journey.
We want to be known and respected by
professional advisors (operating in various
sectors) for our high level of tax expertise
and our efficiency in delivery of service.
In order for this to happen, it is crucial that
everyone within OneE understands our
business vision and the vital role that every
one of us will play in achieving our goals.
The purpose of this book is to introduce our
plan for the next few years at a high level
and explain the values that will provide the
foundation to our growth.
By pulling together, we hope to have a
business we can all be proud of and to all
benefit from its success.
2

Where we’ve come from
We started out a decade ago as a firm
advising on Islamic wills and mortgages. It
soon became apparent that there was high
demand for corporation tax mitigation
strategies in the owner-managed business
sector.
Employment related trusts provided a
commercial solution and we rapidly grew as
a business largely as a result of forging
relationships with accountancy firms and
advising their OMB clients on these
structures.
The credit crunch in 2008 and the resulting
financial crisis didn’t impact us immediately
(as with many businesses in the financial
sector) but the UK government deficit
position sparked an increased interest in tax
policy from the media and general public.
2006
2008
2009
2010
3

The “Jimmy Carr” furore in 2012 was the
beginning of the end for tax avoidance
schemes and in the Summer of 2013 the
government announced plans to introduce
new measures in the form of a “General Anti
Avoidance Rule” (later renamed “General
Anti Abuse Rule” and referred to as the
“GAAR”).
To ensure our business was still viable in the
new climate, we embarked on a quest to
diversify our service offerings, with a focus
on providing more bespoke tax planning
advice and also offering tax-efficient
investment opportunities to OMBs.
Whilst the mission was still in it’s early days,
the introduction of the Accelerated Payment
Notice (“APN”) regime in the Summer of
2014 forced us to fast-track our plans
considerably.
2011
2012
2013
2014
4

The resulting brand makeover in late 2014
reflected the fact that there was a new OneE
in the marketplace offering a lot more than it
ever had before.
We feel proud that we have managed over a
relatively short period to successfully
transition from offering only corporation tax
mitigation strategies to becoming a holistic
tax advisory service, helping our clients and
their professional advisors to grow and
prosper.
This was no mean feat!
But it doesn’t end there. This hard work has
taught us a lot and put us in an great place
to now embark on our next mission of
growth…
We want you to be a part of that mission.
2015
2016+

6

Our World
Every business needs to keep up with the
changing world that surrounds it. In our field
this is especially true.
The landscape of tax planning has changed
hugely in recent years. There is greater
emphasis on a responsible approach to tax
planning and greater discussion on
questions of morality surrounding tax and
talk of people “paying their fair share”.
In the current climate, tax ‘schemes’ are no
longer viable. A big focus is the promotion
of wholesome tax planning which abides not
only to the letter of the law, but also to its
spirit. We therefore find ourselves on a
mission to educate professional advisors
that the future of tax planning involves
moving away from ‘schemes’.
In the wider world, technology is improving
at a rapid pace and we find ourselves in the
midst of a digital revolution. The
professional advisory sector is probably
amongst the final few industries yet to fully
embrace the possibilities that these
changes can bring. We feel that as a young
and dynamic firm, known for our innovative
and efficient approach, we must start
leading the way in this regard.
7

8

Where we’re going
Our brand makeover in October 2014 was
just the start of a dramatic programme of
transformation, one which is absolutely
crucial if we want to remain a leader in
providing innovative and efficient services to
professional advisors and their high net
worth clients.
The next chapter is about to begin and we
have big ambitions!
The first is to expand our presence in new
spheres of the professional advisory sector
(accountants, solicitors, wealth managers,
IFAs, estate agents).
These are opportunities that have always
existed but only now can we realistically put
in place a plan to take advantage of them.
9

Our proposition needs refining and we feel
there are three main angles of attack
required:-
• We need to simplify the process of
pro-actively diagnosing tax issues
• We need an efficient and focussed
approach to both selling and implementing
“Tax Partner on Demand”
services
• We need to split out the Investments
side of our offering into a new brand
which has a specific remit of marketing
non-mainstream Investments that
are creative, diversified, responsible,
high-yielding and dynamic.
To achieve these objectives we need to
work smarter and slicker than ever before.
And to do this we need every single
member of our team working together and
pulling in the same direction.
10

Why are we doing this?
It is easy to forget the reason that we’re here
when things are changing all around us.
Now is a good time to remind ourselves of
this.
In a word, it’s about “growth”
In a sentence you’d probably
say - “We feel
passionately about
stimulating growth”
11

But to really explain how this works, you
need two sentences:-
We support small to
mid-tier professional
advisors to enable their
clients’ businesses to grow
(which in turn grows their
own business). This results
in our own growth and
also ultimately will
contribute to the growth of
UK PLC.
….See, we told
you it was all
about growth!
12

Great, so how do we do
that?
We provide professional firms with
on-demand access to expert tax advice, tax
dispute resolution services and attractive
investment opportunities for their owner
managed business and high net worth
clients. This makes their lives easier and
their businesses more profitable. And yep,
you guessed it, this in turn means growth.
We are in the business of selling expertise
and we believe we are extremely efficient in
doing so.
13

Ok, but what do we
actually provide to
clients?
• Corporate tax advice
• Private client tax advice
• International tax planning
• Property tax advice
• Tax efficient investment opportunities
• Tax dispute resolution services
• Support with HMRC enquiries
• Trustee services
14

Your tax partner
15 on demand 15

And what do Professional
Advisors get?
• Access to leading tax expertise & ideas
• On-demand tax advice
• Business development support
• Access to online web-portal
• Regular legislative updates
• Access to free webinars and other events
• Premium commission rates
16

Our aims and vision
Our aim is to be recognised as an expert
authority in tax planning and tax disputes,
and to be the partner of choice for
professional advisors.
We believe our expertise and efficient
approach adds value to a professional
advisors practice. It enables them to better
serve their clients, identify new business
opportunities, maximise their revenues, and
reduce risk, all resulting in ultimately
supporting positive business growth in the
owner managed business space.
We want to be recognised as champions of
growth for OMBs and the professional
advisors who support them
17

Our brand promise
To be a one-stop shop for expert tax advice
and tax dispute resolution. Approachable
experts, our team has many years of
experience and close links to HMRC and
leading industry bodies, meaning we can
offer comprehensive technical support and
expertise delivered efficiently.
18

How do Professional
Advisors and Clients see
us?
Our brand values sit at the core of our
approach with our professional advisors and
clients, they define how we work and what
we believe in.
CREDIBLE
Our heritage speaks for
itself. Our expertise and
ability to handle complex tax
advisory queries and tax
disputes is second to none.
EXPERTS
We know tax is an incredibly
complex subject. That’s why
we’re here – to remove the
barriers to solving complex tax
problems and tax disputes. We
work closely with professional
advisors to provide practical
and effective solutions to their
clients’ challenges
19

FORWARD THINKERS
With a keen eye on upcoming
and future changes in the
political environment,
economic markets, as well as
legal changes, we continually
adapt our strategies and
services to best serve
professional advisors and
their clients.
INNOVATIVE
Always at the forefront of
innovative tax planning, we
think much wider than the
basics and we employ
efficient methods of
providing our services to
save everybody time.
INTEGRITY
Acting honestly and openly,
we always comply with the
letter and the spirit of the
law. As an independent firm,
we provide the best and
most appropriate advice for
professional advisors and
their clients’ needs.
20

How do we
communicate?
We need to convey the OneE personality
and values in a clear and consistent way,
channelling our expertise across all of our
communication channels.
Our audience is smart, so think professional
tone. However, we don’t want to come
across as being overly formal or staid.
CREDIBLE EXPERTS / TRUSTED PARTNER
Think authoritative expert, but not arrogant
or overbearing. We listen to professional
advisors’ needs and want them to feel that
we’re a seamless extension of their team.
INNOVATIVE, FORWARD-THINKERS
Think agile and independent. We don’t stay
with the norm, or follow the pack. We lead
the way.
INTEGRITY
Think honest, approachable and helpful. We
do the right thing.
21

What part do you play?
Every member of the OneE team has an
important part to play in helping the
business achieve its objectives.
By understanding where we are going,
coordinating our efforts and making sure
that we’re all pulling in the same direction,
we will achieve our goals and everyone
associated with OneE will feel the benefit as
we grow together.
22

Responsible business
OneE is committed to responsible tax
planning. We do this by providing
innovative, value-led tax advice which
meets commercial objectives.
We want to support the small and medium
enterprises within our economy to prosper
and grow, which in turn will support wider
economic growth.
We are also uniquely positioned to have a
voice within the debate of what ‘responsible’
tax is. OneE will be using its network of
stakeholders to not only support the growth
of the economy but also to ensure that our
sector can remain valid and relevant in the
current political and economic climate.
23

Our clients
We are committed to the responsibilities we owe to our
clients and their professional advisors.
So we always:-
Operate with excellence, through
• Expertise
• Compliance
• Attention to detail
Add value, through
• Efficiency
• Innovation
• Continual improvement
Go the extra mile, by
• Delivering a gold standard service every time
• Placing ourselves in our clients shoes
• Demonstrating we understand their objectives
"Do what you do so well that they will want to
see it again and bring their friends."
Walt Disney, The Walt Disney Company
24

Our People
Our people are our most valuable asset.
Much more than a group of individuals, we consider
ourselves a high-performing team. As with any group of
people, each and every one of us is different. In our team,
each and every person has a crucial role to play in helping
us to develop and flourish.
OneE is committed to a strategy for personal growth and
professional development that not only recognises the
differences between each of us, but that takes full
advantage of those differences.
In our dynamic and stimulating environment, we support
our team providing a safe place to work that supports the
wellbeing of everyone and respects and indeed celebrates
the individuality of each person.
We believe our unique approach creates leaders faster
than anywhere else. But we know some people don’t want
to lead. And they too can flourish with us to become
experts in their own discipline.
The emphasis we place on our people is recognised in
various ways, including our Living Wage accreditation, our
Investors in People status and our membership of
Business in the Community with its strong focus on
employee wellbeing.
25

Our community
We are not an island. We are a member of the community
that surrounds us, both locally and nationally.
We support our staff to be proud of the communities we live
and work in and we will support them in their own
endeavours to get involved in making these a better place,
whether through enabling charity fundraising or supporting
individual projects that utilise the skills they have gleaned
during their time with us.
We believe as an organisation we can and should
contribute in three key areas:-
• Education (inspiring the next generation)
• Enterprise (supporting SME’S and social enterprises)
• Encouraging Financial literacy
A business that makes nothing but
money is a poor business.
~ Henry Ford
Everybody is a genius. But if you judge a fish by its
ability to climb a tree, it will live its whole life
believing that it is stupid
~ Albert Einstein
26

How does everyone fit
together?
Dominic
Slattery
Managing
Director
Bashir
Timol
Strategic
Director
Gary
Rowson
Technical
Director
Gwilym
Davies
Business
Development
Director
Disputes &
Investigations
Business
Development
Business Development
Support
Marketing
27

Chris Duffy
Head of
Distribution
Distribution
Timothy
Johnson
Technical
Director
Investments Technical
Development
Lindsey
Daniels
Operations
Director
Finance
Tax Partner on
Demand
IT/Facilities
Helpdesk
Business Analysis
Directors' Support
Office Support
Compliance
Graduate Team-
Implementation and
HMRC Enquiries
R&D
28

How does everyone fit
together?
29

30

32

33