PartnerLuke TurnerPartnerI 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!PartnerPaul OrtonPartnerI 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.Senior Payroll ManagerLee ReynoldsSenior Payroll ManagerI am a CIPP qualified professional with over 20 year's payroll management experience working at a senior level for a number of large payroll departments within practice.
I enjoy working with a very efficient team of individuals, with excellent communication skills and a high level of accurate data recording. I get a huge amount of satisfaction from helping our clients face different challenges, particularly now that payroll has become increasingly more complex.
Away from the office I enjoy spending time with my wonderful family, including two lively sons. Growing up in Manchester means I naturally support Manchester United!Senior Manager Audit and Business ServicesLiz JamesSenior Manager Audit and Business ServicesI am a fellow of the ACCA, with over 15 years' experience of working in both audit and business services, and am now a Senior Manager in the Leicester office.
I specialise in audit and the audit and preparation of group accounts, and have a wide variety of experience across many different sectors. Prior to joining the company I spent five years working in the audit and assurance department of a top ten firm.
Outside of work I enjoy spending time my young family, swimming, camping and various other outdoor activities.Audit & Business Services ManagerKaylee CrumbieAudit & Business Services ManagerI am a qualified chartered accountant, and a manager within the Audit & Business Services team in the Leicester office. I have gained experience working across a wide variety of industry sectors including companies, charities and academies.
I always focus on providing the best possible service to each of our clients. I will take the time to listen and understand exactly what they need, and work out how we can best help them, both now and in the future.
Outside of work I enjoy spending time with my family, socialising with friends and squeezing in a holiday every now and again!Audit & Business Services ManagerRebecca LangtonAudit & Business Services ManagerI qualified as a Chartered Accountant in 2014, and progressed to become Manager within the Audit & Business Services team in the Leicester office. I have built up a great deal of experience across a variety of industry sectors including sole traders through to medium sized companies, not-for-profit organisations and academy trusts. I pride myself on delivering expert advice in a professional yet friendly manner, whilst helping clients to overcome challenges.
Away from the office I enjoy socialising with friends, visiting new places and baking; having baked my way to first place in the Great Office Bake Off!Assistant Manager Audit & Business ServicesClare LinehanAssistant Manager Audit & Business ServicesI joined the organisation in 2013 as part of the Academies team having had previous experience of preparing accounts and completing audit assignments for not-for-profit organisations.
I have over twenty years' experience working in practice, preparing accounts and auditing small and medium sized businesses covering a number of sectors. I also specialise in the preparation of accounts for solicitors and Solicitors Accounts Rules audits.Assistant Payroll ManagerSamantha RobinsonAssistant Payroll ManagerI am currently studying towards a diploma in payroll management with the CIPP and have almost completed 2 of 3 years. Once qualified I will become a chartered payroll professional.
I have over twelve years payroll experience working within financial services, payroll software and bureau, and currently provide support and guidance to the payroll team.
Outside of work I enjoy socialising with family and friends, going to music concerts and travelling.Audit & Accounts Assistant ManagerGeorge NewtonAudit & Accounts Assistant ManagerI joined the company in 2013 and whilst working alongside my studies, I became a Chartered Accountant in 2019. Since then, I have progressed to Assistant Manager within the Audit & Business Services team in the Leicester office.
Over the years I have accumulated a wealth of knowledge from working with clients of varying sizes and across a range of industries. I specialise in the audit and preparation of medium and large company accounts as well as groups.
My primary focus is to give our clients expert advice in a professional yet personal manner and to offer effective solutions to the obstacles our clients face.
Outside of the office I can be found playing rugby for Syston RFC, enjoying a round of golf or tending to my latest home-brewed beer.Audit & Accounts Assistant ManagerGeorge WakeAudit & Accounts Assistant ManagerHaving joined the company in 2017 and whilst working alongside my studies, I became a Chartered Accountant in 2019.
With over 7 years’ experience of working within practice I have accumulated knowledge across a number of industries.
I specialise in the audit and preparation of medium and large companies and groups.
I am also experienced with dealing with Academies and Multi Academy Trusts.
Outside of the office you will find me enjoying myself with my family and watching football whenever I get a chance.Business Services Assistant ManagerFiona PorterBusiness Services Assistant ManagerI am a Chartered Certified Accountant with 14 years post qualifying experience.
I work within the Business services team in the Leicester office where we offer a range of services to owner managed businesses.
From statutory Accounts to bookkeeping I am able to guide and help our clients, I especially enjoy the slightly quirkier jobs for example investment companies and accounts for Doctors.
In my spare time I help to run two Netball clubs, I coach mixed juniors from age 10, up to Ladies playing in our local leagues. I have two children who are also starting to share my passion for Netball.
Senior Team – Tax / Private Client Services
PartnerAndrew WilsonPartnerAndrew 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.PartnerDavid NashPartnerI 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.PartnerDavid BuckPartnerI am a Chartered Tax Adviser and joined Magma in 2014. My career includes senior roles at a leading UK tax boutique and one of the "Magic Circle" law firms.
I have over 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. I also hold the Diploma in Financial Planning, and work closely with colleagues at Magma Wealth Management to provide a complete tax and financial planning service.
Away from the office I enjoy mainly sporting activities including shooting, (watching) rugby and golf.PartnerJon KicksPartnerI 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.PartnerMichelle AndrewsPartnerI joined Magma in 2014 from Ernst & Young, having spent over nine years in the corporate tax team. As a qualified Chartered Accountant I have worked with small companies through to major listed companies, with a specific focus on the owner managed business sector.
I have strong technical knowledge in all areas of Corporate and Business Tax, with specialise expertise in R&D, company reconstructions, transactional work, loan relationships, international tax and profit extraction.
I feel a great sense of achievement when I am working with clients and focus on adding value, whilst helping them to develop their tax strategy, to achieve their business objectives.
Outside of the office I spend my time running around after three young sons, and any spare time is spent on the hockey pitch!Senior Tax ManagerVictoria TunaleySenior Tax ManagerI am a qualified Chartered Tax Adviser who was fortunate to join Magma in 2011 as a trainee. I progressed through the ranks becoming a Manager in the tax team within just five years and have built up a good deal of experience in the OMB sector.
As a company tax specialist I advise on a whole range of private business tax issues, but have developed a particular interest and specialism in Research and Development tax relief claims.
Outside of work I spend most of my time playing badminton for a local team and seeing friends.Senior Tax ManagerCornelia PethaSenior Tax ManagerI am both a Chartered Accountant and Chartered Tax Adviser and have 35 years’ experience, working first in audit and then corporate tax, mainly at Grant Thornton.Tax ManagerRichard WhiteTax ManagerI am a Chartered Tax Adviser with over 16 years' experience within Private Client Tax. I enjoy assisting a varying range of individuals including high net worth clients, business owners and property landlords, to meet ongoing personal tax compliance obligations and provide advisory solutions. I achieve great satisfaction from making a difference to my clients and building long term relationships.
Outside of work I enjoy spending time with my family, travelling and football.Tax ManagerAmy ReadTax ManagerI am a Chartered Tax Adviser and joined Magma as a Private Client Tax Manager in August 2017. Having previously worked for Grant Thornton and a large independent East Midlands firm, I have over 17 years' experience advising a range of clients on their personal tax affairs. I enjoy meeting new people and helping them with their individual tax challenges.
Outside of work I enjoy spending time with my family, watching sports, walking, baking and going to the theatre. I also like to run and am a member of Barrow Runners.Tax ManagerJames CornishTax ManagerI joined Magma as a tax consultant in 2014, having built up over 12 years of experience with a mixture of 'top 10' and small boutique firms. I am an approachable and enthusiastic member of the Magma Private Client Tax team which enables me to deliver tax advice on a wide range of matters in a clear and professional manner.
Away from the office, I enjoy spending time with my family whilst also managing/coaching my son's football team. I am also known to play a round of golf or two when the opportunity arises!Tax ManagerHayley AnsteeTax ManagerI joined Magma in 2014 after having completed my law degree. Over the past five years I have dedicated my time to building a fantastic client portfolio, building professional yet personable relationships.
Now a chartered tax advisor specialising in private client tax, I advise my clients on personal matters ranging from general tax compliance, to residency, all the way through to larger property incorporations.
In my spare time I enjoy horse racing and long family walks with my partner, my six year old daughter and our shar-pei 'Teddy'.Assistant Tax ManagerMatthew CoxAssistant Tax ManagerI joined Magma in August 2014, and subsequently became a qualified chartered tax adviser.
Although based in the Leicester office, I now head-up the corporate tax compliance team across the group.
I particularly enjoy helping clients to meet their deadlines, delivering high quality work and adding value to their business.
Away from the office I am a keen runner, but generally only in the warm weather! Suffering the mixed fortunes of supporting Liverpool FC by choice and Brentford through heritage keeps me busy the rest of the year!Assistant Tax ManagerJade VardenAssistant Tax ManagerI joined Magma in 2017, after completing my accountancy degree at Coventry University, having also spent time studying in both Belgium and California.
I am now a qualified tax adviser, specialising in personal tax compliance and advisory work for business owners and high net worth individuals and their families. I advise clients on employment and self-employment taxes, property taxes, and work with families on capital gains tax and inheritance tax planning, including assisting with estate administration and trust tax compliance.
I pride myself on building lasting relationships with my clients, supporting them to meet their individual objectives, by providing a professional yet personable service.
Outside of work I enjoy spending time with family and friends, trying out new recipes and tackling DIY projects with my partner!
PartnerMark TuckwellPartnerI 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.PartnerWill LodderPartnerI 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!Senior Corporate Finance ManagerShafwaan BhedaSenior Corporate Finance ManagerI am a Senior Corporate Finance lead advisor with significant experience in advising on Corporate Finance transactions.
My area of specialism is advising exiting or retiring shareholders on unlocking maximum value from the sale of their business. I enjoy managing the entire sale process from identifying and discreetly approaching strategic trade or private equity buyers, securing offers and negotiating the terms of a deal and project management of the deal through to completion.
I am also experienced in assisting clients in realising growth through targeted acquisition searches and in raising growth capital.
Prior to joining Magma, I spent over six years at national accountancy firm RSM, where I qualified as a Chartered Accountant and where I focussed exclusively on the SME market.
Outside of work I enjoy cycling, and socialising with friends.
DirectorDavid HineDirectorI graduated from Hull University with an Honours degree in Economics and Social History. After spending seven years with Sun Life Broker Services, I began my career as an independent financial adviser, and have since been providing advice to clients on all aspects of their financial planning for over 25 years. Whilst I do of course hold a Diploma in Financial Planning, my main ambition has always been to help our clients invest and retain their wealth, which they have worked so hard to accumulate.
Over the years we have built a strong reputation and are proud not only of our record in providing high quality advice, but also of developing systems to ensure that our clients receive the very highest levels of ongoing advice and service.
Away from the office I enjoy playing guitar in a covers band, walking and travel.DirectorJason BevanDirectorI graduated from Coventry University with an Honours degree in Financial Economics. I then spent the first 4 years of my working life learning the ropes with a life company before launching my career as an independent financial advisor. I have since been providing advice to clients on all aspects of their financial planning and I have now been doing this for more than 20 years.
I hold the Diploma in Financial Planning and I am supported by a strong, highly qualified and well trained team of advisors and staff, enabling us to provide the highest level of ongoing advice and service to our clients. We provide tailored investment solutions to meet the needs and objectives of our clients and we have the necessary depth, experience and expertise within our financial planning team to deliver this at the very highest level.
Away from the office I enjoy badminton, running and golf; although these days most of the running seems to be after my young daughters!