Dan Insley

Dan Insley

 

Dan is a partner with Whittles and is based in the Colchester office.  He joined the firm in 2012 and was promoted to partner in July 2021. Dan graduated from The University of Sheffield with a dual honours degree in Accounting and Financial Management and Mathematics. He qualified as a chartered accountant in 2015 and became a member of the Chartered Institute of Taxation in 2021.

Dan’s broad-based experience covers both the audit and accounts department as well as the personal tax department. He has particular experience in solicitors' accounts rules audits, FCA client money audits and charity audits and independent examinations. He also specialises in personal tax and corporate tax with a particular focus on Owner Managed Businesses.

Since 2019, Dan has been an active member of Colchester Round Table 367 which aims to raise money for needy causes in and around Colchester. Its largest fundraiser is the annual Santa Sleigh event.

AREAS OF EXPERTISE

·       Audit

·       Business Start-up

·       Personal Tax

·       Owner Managed Businesses

·       Corporate Tax       

 

SECTORS

·       FCA regulated businesses

·       Law firms

·       SMEs

 

PROFESSIONAL MEMBERSHIPS

·       ICAEW

·       CIOT