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Partner
Will 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!
Partner
Vicki CraigPartnerI 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!)
Senior Business Services Manager
Alison SnookSenior Business Services ManagerI am a Senior Business Services Manager in the Rugby office, and have a wealth of experience in providing compliance and advisory services to a large number of owner managed businesses.I have been a qualified Chartered Accountant for over thirty years, and enjoy building good relationships and working closely with clients, assisting them in all areas of business services including the preparation of statutory financial statements, bookkeeping and management accounts.
I am also the Money Laundering Officer for the Magma Group, and am always happy to assist anyone with queries relating to this.
Outside of work I love to travel and explore new places and, as my two children are now grown up, I have more time for reading, swimming and cooking.
Senior Business Services Manager
Graeme WhittallSenior Business Services ManagerAs a dual qualified Chartered and Certified Accountant with over 30 years' experience, I have considerable insight and experience around the issues and challenges faced by owner managed businesses and entrepreneurs in their daily lives.I enjoy developing valued and trusted relationships with our clients, and it is always satisfying to advise them whilst they are growing and developing, and I particularly pride myself on offering a friendly pro-active service.
I have established a large number of professional contacts and I take every opportunity to add value to the Magma service by linking clients with clients and advisors to build and strengthen professional relationships.
Outside work I am the father of two daughters, and a doting grandfather. When I get time I also enjoy playing golf and badminton, and supporting Luton Town FC through their various downs, but more recently ups!
Senior Audit Manager
Luke EdwardsSenior Audit ManagerI am a Chartered Accountant with over 13 years' of experience working in both business services and audit. I enjoy the challenge of working with clients across a wide variety of industry sectors from sole traders to large companies including groups. I believe that here at Magma we deliver expert advice in a commercially aware and friendly way, and I personally find it very rewarding helping clients to resolve difficult and complex issues.At home, Luke has a wonderful young family and is a semi professional footballer.
Senior Payroll Manager
Lee 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!
Audit Manager
Matt NorrisAudit ManagerI am a Chartered Accountant, with a background at Grant Thornton and have over nine years of experience working in both business services and audit. I have a good deal of experience working with owner managed businesses and clients in the charity sector.I take pride in offering my clients a friendly, pro-active service.
Business Services Manager
Zoe DenningBusiness Services ManagerI am a Chartered Certified Accountant with over 14 years experience in Business Services, in particular the preparation of statutory financial statements, management accounts, bookkeeping and cloud accounting. I am fortunate to have gained experience working across a wide variety of industry sectors from sole traders to small companies. I very much enjoy meeting new people, and pride myself on offering a friendly, pro-active service.Outside of work I enjoy playing pool in the local league and socialising with friends.
Business Services Manager
Mark FreethBusiness Services ManagerI am a Chartered Accountant with a background working in both smaller practices and KPMG, and have over 17 years experience in Business Services. During this time, I have gained a wide knowledge of experience covering the preparation of statutory financial statements and management accounts.I specialise in working with owner managed businesses and have worked with clients in many different industry sectors, and always look to build strong, long term relationships with my clients.
Outside of work I spend a fair amount of time cycling and following a variety of sports, including cricket, rugby and football.
Assistant Manager Audit & Business Services
David StauntonAssistant Manager Audit & Business ServicesI am a Chartered Accountant with over seven years of experience, working in both business services and audit, across a wide variety of industry sectors from sole traders to large companies. I believe in always delivering expert advice in a commercial and friendly way.Outside of work, I have a young son who is just learning to sleep, and a Golden Retriever to keep me busy.
Assistant Payroll Manager
Samantha 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.
Assistant Manager Audit & Business Services
Ryan ParkinAssistant Manager Audit & Business ServicesSince joining Magma in August 2014 as a trainee, I have developed my skills and experience working across both audit and business services.Qualifying as a chartered accountant in December 2016, I have continued to further my knowledge over a variety of industries, working closely and building strong relationships with sole traders through to large companies.
Outside of work I enjoy planning football and darts in the local leagues and spending time with my family.
Senior Team – Tax / Private Client Services
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Partner
Andrew 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.
Partner
David 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.
Partner
David 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.
Partner
Jon 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.
Senior Tax Manager
Sarah GraySenior Tax ManagerI started my career by qualifying as a Chartered Accountant, which gave me an excellent and thorough grounding to build on my mathematics degree. After qualifying, I convinced my then employers to let me move into the area which I had most enjoyed: helping individuals, families, trusts and estates with tax matters. It was an unusual move at the time, but I have never been swayed and have continued to work in this constantly changing environment ever since. As a result, over many years, I have gained substantial and varied experience in tax planning and compliance, with a natural focus on inheritance tax, capital gains tax, trust work and, more recently, probate.I get a great deal of satisfaction from working directly with our clients, many of whom we have built up relationships with over a long period of time. I am always pleased to meet new people and hear their stories, aims and tax challenges too. Turning a challenge into a positive plan to take forward is extremely rewarding.
Out of the office I enjoy decorating and searching for unusual items, I also like gardening, particularly after I've finished it!
Senior Tax Manager
Michelle AndrewsSenior Tax ManagerI 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 Manager
Sara BurgessSenior Tax ManagerI joined Magma as a Senior Tax Manager from Saffery Champness, where I was part of the London Private Wealth and Estates team. I have over 20 years' experience advising wealthy individuals and families, family companies, partnerships, landed estates, non-UK resident and/or domiciled individuals, and trusts (UK and offshore).I enjoy helping our clients through offering sound tax advice, enabling them to protect their family and assets, plan for retirement and grow their wealth.
Away from the office I enjoy family time, playing tennis, walking our dog and helping out on our farm.
Tax Manager
Andy SummersTax ManagerI have over 20 years mixed tax experience advising companies, partnerships and individuals on a broad range of direct and indirect taxation issues. I now lead the VAT team across the group, and am often responsible for answering the metaphorically unwelcome “knock at the door” handling HM Revenue & Customs Enquiries and disputes on behalf of grateful clients.Outside of work, I have a great interest in architecture, visiting art galleries and museums, and a general viewer of many sports.
Tax Manager
Victoria TunaleyTax 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.
Tax Manager
Helen PresonTax ManagerI joined Magma from EY in London, where I started as a graduate in the Tax Controversy team before moving to the Transaction Tax team to work on both corporate and private equity transactions.Outside of work I am usually chasing after my young daughter, trying out recipes from my latest cookbook, or following Leicester Tigers.
Tax Manager
Richard 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 Manager
Amy 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 Manager
James 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 Manager
Liam MeadeTax ManagerI am a Chartered Tax Adviser and joined Magma in January 2013 as a graduate trainee. During my time at Magma, I have worked as part of the company's corporate tax team, where I have gained experience in advising OMB clients on a wide range of corporate and business tax issues.Outside of work, I enjoy travelling, socialising with friends, and have a keen interest in most sports, in particular football, rugby and golf.
Assistant Tax Manager
Hayley AnsteeAssistant Tax 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'.
Corporate Finance
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Partner
Mark 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.
Partner
Will 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 Manager
Shafwaan 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.
Wealth Management
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Director
David 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.
Director
Jason 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!
Memberships
CONTACT
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