Our Team

I have over 18 years' experience in advising owner managed businesses and their people on a broad range of commercial, transactional and taxation issues.  I enjoy providing ongoing strategic support to business owners, in setting and achieving objectives, as well as supporting them through transitions such as business acquisitions/sales, management buy-outs or other restructurings.  As a Chartered Tax Adviser, with a background at PwC, I combine tax expertise with a strong commercial and practical awareness.  I led Magma's own Management Buy-Out from a mid-sized practice in 2011.

 

Alongside supporting clients, I also lead the Magma Group, working with a team of very special people.  I strive to ensure that working with and for Magma is both fun and rewarding.

 

Away from the office, I enjoy football, golf and racket ball (...squash for slightly less talented people!)  However, most of my energy is spent looking after my two 'non-stop' children.

 

Andrew is a Chartered Tax Adviser and Chartered Accountant with over 20 years' experience in advising owner managed businesses on their tax affairs.  Prior to heading up our Corporate and Business Tax services, Andrew spent a decade within the corporate tax teams of KPMG and PwC.  Having been a member of both the HMRC Working Together Committee at national level and the ACCA's Global Tax Forum, he is now fully devoted to clients' affairs.

 

Areas of his expertise include: company restructuring, transactional work, profit extraction, HMRC investigations, share schemes, R&D tax credits, capital allowances, stamp taxes and VAT.

 

Away from the office, Andrew’s main interests are sporting in nature.  He is willing to give any sport a go (with varying degrees of success) and is always ready to take on visitors to the office at table tennis!  Andrew resides in Ashby de La Zouch with his wife and daughter.

I have over 20 years' experience in advising owner-managed businesses and international groups on a broad range of commercial, transactional and compliance issues.  I have worked in London, Europe and Asia, before returning to the Midlands.

 

I enjoy providing my clients with commercial and practical advice relating to their day to day commercial, accounting and tax issues, together with addressing major strategic challenges they face from inception, mergers, acquisitions, financing to exit.

 

I have extensive experience in both buy-side and sell-side advice regarding MBOs, MBIs, BIMBOs, VIAMBOs, mergers, acquisition, disposals and fund raising.

 

I also oversee Magma's Audit & Assurance team and am actively involved in many of the larger audits.

 

I enjoy working closely with my clients and always take the time to listen and understand exactly what they need, before helping them to find the right solution, irrespective of any challenges.

 

Away from the office, I enjoy fishing, shooting, horse racing and skiing.  However, most of my time and energy is spent looking after my two very active young boys!

I am an experienced private client tax and wealth adviser to high net worth individuals, families, entrepreneurs and business owners. My qualifications include Chartered Tax Adviser, STEP Diploma in Trusts and Estates, STEP Advanced Certificate in Will Preparation, Certificate in Probate and Estate Administration and Diploma in Financial Planning. My areas of expertise include Tax Compliance, Inheritance Tax, Wills and Trusts, Probate and Estate Administration, Capital Gains Tax, Property Taxes, Residence and Domicile, Enterprise Investment Scheme and Wealth Management.

 

I am passionate about helping our clients to retain their wealth, which they have worked hard to accumulate. Giving our clients peace of mind makes us proud, and is very important to our hard working team.

 

Away from the office I enjoy spending time with my young family, playing and following various sports; golf and football in particular.

I oversee both the audit and business services departments in the Rugby office.  I have been a qualified accountant for over 15 years and enjoy assisting a wide range of clients to achieve their personal and business goals.

 

I work predominantly with both corporates and LLP's in an audit capacity, in addition to being the firms ATOL Reporting Accountant.

 

Outside of work I enjoy cycling (some would say obsessed!)

 

David is a Chartered Tax Adviser who joined Magma in 2014.  David's career includes senior roles at a leading UK tax boutique and one of the "Magic Circle" law firms.  David has 14 years expertise in advising business owners and high net worth individuals on a wide range of areas including Income Tax and Capital Gains Tax planning, Inheritance Tax and Succession, Property Taxes, Partnership Tax and Residence, Domicile and International matters.  David also holds the Diploma in Financial Planning and works closely with colleagues at Magma Wealth Management to provide a complete tax and financial planning service.

 

Away from the office David enjoys mainly sporting activities including shooting, (watching) rugby and golf.

I have over 14 years’ experience in advising businesses and their owners on their tax affairs including restructuring, corporate acquisitions and disposals and employee incentivisation.

 

I am both a Chartered Accountant and Chartered Tax Adviser and am able to explain tax issues in a concise and easy to understand way while always considering the wider commercial impact of any planning undertaken. I enjoy making a difference to my clients and building long-standing relationships. My role often involves problem solving and being there when clients’ need me. I help businesses structure their affairs to protect the wealth they have built up and realise this value when the time is right in the most tax efficient way.

 

Prior to joining Magma I spent six years in the Leicester office of a top ten firm advising entrepreneurial owner managed businesses on all tax issues.

 

Outside of work, I enjoy travel and photography and spending time with the family.

I head up Magma’s Audit practice in the Leicester office, overseeing the affairs of larger Owner Managed Businesses, Academy and not for profit clients.

 

A qualified accountant for nearly 20 years, I advise my clients strategically and commercially, alongside helping them with their annual reporting obligations.

 

I give straight talking advice, and really enjoy helping clients through business challenges. I am very proud of our talented and dedicated team, as well as the hugely personal approach they always adopt with clients.

 

Outside of work I enjoy spending time with my family, restoring classic cars and “extreme” DIY. On Sunday’s I coach my teenage sons from the sidelines at their football matches – enthusiastically, as dads do!

I head up Magma’s Business Services team in the Leicester office, overseeing the affairs of a large number of Owner Managed Businesses whilst also working with a number of our firm’s audit clients.

 

A qualified accountant for nearly 20 years, I advise my clients strategically and commercially, alongside helping them with their annual reporting obligations.

 

I work very closely with clients, providing a highly personalised approach and service, to ensure our involvement helps the business owners work towards their own objectives. I pride myself on exceptional levels of client service, with the fantastic team around me committed to the same.

 

Outside of work, I can usually be found on match days at the King Power stadium watching Leicester City or failing that be found walking the dog or with my head in a good book or watching a TV boxset.