Ian Barrett
Qualified as a Chartered Accountant in 1980 and was admitted as a Fellow of the Institute in 1990. He has spent his career servicing both established and growing family businesses.
After qualifying with a small three partner firm in Essex he moved to be personal assistant to a partner in a ten partner firm in Cheltenham, Gloucestershire. Shortly after joining the firm was taken over by Grant Thornton and Ian was appointed a manager.
In 1988 he left Grant Thornton to join a local four partner firm in Torbay, becoming a salaried partner with specific responsibility for the Paignton office which had recently been acquired from a retiring practitioner.
During that time he had day to day responsibility for the office and ten staff and managed the transition from an older style of office to a more modern outlook, whilst maintaining traditional standards.
In 1992 Ian declined an offer of equity partnership in favour of starting his own practice. His clientele is mostly based in South Devon, although he does service one group of property companies in Harrow in Middlesex. As well as local tourist-based businesses he has expertise in charities and professional practices and he currently looks after a number of solicitors.
Ian is a full member of the Association of Charity Independent Examiners (ACIE). This ensures he keeps up to date with all the charity accounting and governance changes, which he passes onto his clients.
As Ian effectively ran the business single handed for the first few years he has a wealth of practical experience which is invaluable in helping clients who are in start up situations.
When he’s not working he is a deacon and treasurer of Preston Baptist Church, Paignton. He enjoys singing in his local choir and walking with his wife Tricia and their two dogs, Boris and Betty. His favourite holiday destination is Italy and he especially likes Italian food and drink. Ian is also interested in steam railways and history covering the industrial revolution and both world wars, as well as social and local history.
Direct Dial: 01626 882899
Marianne Barrett Rogers
Qualified as a Chartered Accountant in 1978 and was admitted a fellow of the Institute in 1989. She is also a member of the Chartered Institute of Taxation being admitted a member in 1981.
After qualifying with a small firm in Essex she joined a top twenty firm, Clark Whitehill, in London to specialise in taxation. During that time she was promoted to manager and became interested in the taxation of agriculture through the involvement of many wealthy clients in farms. She was offered the opportunity to move to the Cheltenham office of the firm in 1983 and took over the running of the tax department in that office. During this time her interest in agriculture grew and, after having written several articles for Taxation Magazine, she was invited to write a book on farming taxation by publishers Longmans. During the course of writing the book she joined KPMG in Bristol as a senior manager, responsible for the business tax department of thirteen people. This involved advising family businesses both companies and partnerships on all matters of taxation but particularly property taxes as well as being involved in wider issues involving general business advice.
In 1990 she was head hunted by Ernst & Young to lead their farming group based in Exeter. Whilst retaining certain other client interests and being involved in marketing activities, this involved looking after some 250 farming enterprises ranging from smallholdings and a vineyard through to a landed estate in Scotland. The division was dairy biased but included a number of arable enterprises. The advice and support included accounts production, tax advice (IHT and CGT planning) and general management advice. Over the years she has built up good relationships with many agricultural advisers and works closely with them to deliver an integrated service to many clients.
During the last year of her time at Ernst & Young she moved to head up the corporate tax department in order to fill a vacancy on the sudden departure of a senior manager. This post involved looking after large corporate clients (plcs and investment trusts) as well as a number of smaller businesses. Whilst enjoyable and stimulating, this post was not fulfilling her main love which is to look after businesses with a bias towards agriculture and land use.
Several of her clients followed her when she joined Ian in partnership in 1995 and she has also expanded her portfolio of farms over the last few years. Marianne has written a book on agricultural taxation.
Marianne is the finance director of the Agricultural Law Association, passing her fellowship exams in 2014. This allows her to meet fellow professionals from the legal, accountancy and land agency sectors and enables them to share the latest trends that are affecting the agricultural industry, which in turn she can pass on to her clients.
She acts for several high net worth individuals, providing the full range of services for both income and capital taxes and looking after their companies.
Marianne lives on Dartmoor with her husband, Michael, which gives superb opportunities to indulge in her favourite hobbies of walking and bird watching. She also enjoys listening to classical music. She is a member at Bovey Tracey Methodist Church.
Direct Dial: 01626 882898