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PartnerLuke heads up the firm’s Audit practice in the Leicester office and looks after the affairs of a large number of Owner Managed Business, Academy and not for profit clients. Luke joined Clear & Lane as a Trainee Accountant in 1995, and after progression through the firm’s training he qualified in April 2000 with the ACCA. He gained promotion to Assistant Manager in June 2004 and Manager in December 2006 as well as achieving ACCA Fellowship status. He progressed to Partner in May 2012 at the same time as becoming a member of the ICAEW. Outside of work Luke enjoys spending time with his family, restoring classic cars and “extreme” DIY. On Sundays he enthusiastically coaches his teenage sons from the sidelines at their football matches, as dads do!
PartnerPaul heads up the firm’s non-Audit practice in the Leicester office and oversees the affairs of a large number of Owner Managed Businesses. Paul also works closely with a number of the practice’s Audit clients. Paul joined Clear & Lane as a Trainee Accountant in 1994, qualifying as an ACCA in April 2000. He was appointed Assistant Manager in June 2004 and Manager in December 2006. He progressed to Partner in May 2012, whilst also attaining his ACA qualification. Outside of work, he can usually be found on matchdays at the King Power stadium watching Leicester City or will alternatively have his head in a book or be watching a TV boxset.
AssociateDavid looks after clients of all sizes, he specialises in OMB's and personal tax planning. David gained a BSc in Economics and Accountancy at Loughborough University, and joined Pannell Kerr Forster in 1980. Having qualified in 1985 he joined Clear & Lane as an Audit Manager in February 1986. He was appointed Partner in May 1987, and Managing Partner on 1 May 2012.
AssociateIan specialises in advice for SME’s, and the purchase and disposal of companies. Ian qualified in 1982 with BDO Binder Hamlyn’s Nottingham office, progressing to Audit Manager in 1985. He joined Clear & Lane in 1989, and was appointed Partner in May 1991, dealing mainly with owner managed businesses and specialist audits.
Senior ManagerIan is an established charity, not for profit and academy school technical specialist as well as regularly leading one off assignments for commerce and industry clients covering strategic business planning, financial projections, profit maximisation, systems reviews, due diligence and client finance recruitment and training. Ian joined the business 20 years ago after qualifying with Moore Stephens. He is a fellow of the ACCA and also gained the ICAEW qualification in 2012. At home Ian enjoys canoeing, sailing and walking and is also kept busy driving Dad's taxi for his two daughters!
Payroll ManagerLee is a qualified professional with CIPP and over 20 year's payroll management experience. Working at a senior level for a number of large payroll departments within practice. Lee has experience of running an efficient team with an organised structure and promotes a payroll department with excellent communication skills and a high level of accurate data recording. Away from the office Lee dedicates his free time to his wonderful family including his two sons. Growing up in Manchester he joins the majority, and supports Manchester United!
Audit and Business Services ManagerRichard is a fellow of the ACCA and has over 19 years of experience advising owner managed businesses, on both audit and business service assignments, across a wide variety of sectors. Away from the office Richard is kept busy by his young family, spending time with friends, and watching sport and films.
Audit and Business Services ManagerLiz is a fellow of the ACCA, with over 15 years experience of working in both audit and business services. She specialises in audit and the audit and preparation of group accounts. She has a wide variety of experience across many different sectors. Prior to joining Clear and Lane she spent five years working in the audit and assurance department of a top ten firm. Outside of work Liz enjoys spending time with her young family, swimming, camping and various other outdoor activities.
ManagerRob joined Clear and Lane as a Trainee in 2006, and has worked his way through AAT and ACCA qualifying in 2011. He was promoted to Assistant Manager in May 2013. Rob leads a number of the firm’s audit engagements as well as providing accounting assistance and advice to a broad range of clients. Away from the office Rob is an avid sports fan. He is a keen follower of Leicester City as well as being the Chairman of a local Sunday League Football Club.
ManagerKaylee joined Clear & Lane as a Trainee Accountant in 2007, qualifying with AAT in 2009 and then as an ACCA in August 2012. She was appointed to Assistant Manager in May 2013. Kaylee is an established member of the Audit and Business Services team. She has gained experience working across a wide variety of industry sectors including companies, charities and academies. Outside of work Kaylee enjoys spending time with her family, socialising with friends and squeezing in an exotic holiday!
Assistant ManagerNatalie is a fellow of the ACCA, with over 11 years' experience of working in primarily business services, in particular the preparation of statutory financial statements, management accounts and bookkeeping. Prior to joining Clear and Lane in 2013 she spent over six years working in the business services department of a top ten firm. Outside of work Natalie enjoys supporting Leicester City, watching box sets and socialising with friends and family.
Assistant ManagerRebecca qualified as a Chartered Certified Accountant in 2014 having joined Clear & Lane in 2008 as a Trainee Accountant, and worked her way through AAT. Working in the Audit and Business Services team she has gained experience across a variety of industry sectors and is a member of both the Charities and Academies Teams. Away from the office Becca enjoys socialising with friends and baking, having baked her way to first place in the Great Office Bake Off!Senior Team – Tax / Private Client Services
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PartnerAndrew 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, but 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.
PartnerDavid is an experienced private client tax and wealth adviser to high net worth individuals, families, entrepreneurs and business owners. David’s qualifications include: Chartered Tax Adviser, STEP Diploma in Trusts and Estates, Certificate in Probate and Estate Administration and Diploma in Financial Planning. 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. Away from the office David spends time with his young family and playing and following various sports; golf and football in particular.
PartnerDavid 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.
PartnerJon has over 14 years’ experience in advising businesses and their owners on their tax affairs including restructuring, corporate acquisitions and disposals and employee incentivisation. Jon is a Chartered Accountant and Chartered Tax Adviser and is able to explain tax issues in a concise and easy to understand way while always considering the wider commercial impact of any planning undertaken. Prior to joining Magma Jon spent six years in the Leicester office of a top ten firm advising entrepreneurial owner managed businesses on all tax issues. Outside of work, Jon enjoys travel and photography and spending time with his family.
AssociateFollowing an initial period working for the Inland Revenue, Jim joined the tax department of BDO Binder Hamlyn’s Newcastle Upon Tyne office. He joined Clear & Lane as a Tax Manager in 1986, and was appointed Tax Partner in August 1993.
Corporate Finance
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PartnerMark has over 14 years experience in advising owner managed business and private clients on a broad range of commercial, transactional and taxation issues. He has advised on a large number of trade sales, management buy-outs and business restructurings and provides ongoing strategic support to businesses and their owners in setting and achieving objectives. A Chartered Tax Adviser, with a background at PwC, Mark combines tax expertise with strong commercial and practical awareness. Mark led Magma’s own Management Buy-Out from a mid size practice in 2011. Away from the office, Mark’s interests are sporting-biased, in particular football, golf and racket ball (…squash for slightly less talented people!). However, he undoubtedly expends most energy looking after his two young children.
PartnerWill has over 15 years' experience in advising UK owner-managed businesses and international groups on a broad range of commercial, transactional and compliance issues. Will has an excellent understanding of what makes a business successful and how to increase its value. Will combines his audit and corporate finance experience to provide his clients with commercial and practical advice. Will overseas both the Audit & Assurance and Business Services departments, and is actively involved in Magma's Corporate Finance offering. Will has extensive experience in both buy-side and sell-side advice regarding MBOs, MBIs, BIMBOs, VIAMBOs, mergers, acquisition, disposals and fund raising. Away from the office, Will has two young boys to keep entertained, which he just about keeps separate from other hobbies of fishing, shooting, horse racing and skiing.
Wealth Management
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DirectorDavid graduated from Hull University in 1987 with an Honours degree in Economics and Social History. After spending seven years with Sun Life, David began his career as an independent financial adviser in 1994 and has since been providing advice to private clients and small businesses on all aspects of their financial planning. David also holds a Diploma in Financial Planning.
DirectorJason graduated from Coventry University in 1992 with an Honours degree in Financial Economics. After spending four years with NPI he started his career as an independent financial adviser in 1996 and has since been advising clients on all aspects of financial planning. Jason also holds a Diploma in Financial Planning.
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