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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 oversees 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.
PartnerVicki has over 12 years of experience working in both audit and assurance. As a Chartered Accountant, her career has been strongly focused on advising owner manager businesses in a wide variety of sectors. Vicki has a breadth of knowledge in companies, charities, pension schemes and academies. She also specialises in advising and assisting LLPs in a wide variety of sectors. She was promoted to Partner in October 2015 when she gained recognition as a key driver within the expanding audit side of the business.Away from the office, Vicki has two boys and she enjoys watching them play football in the rain and freezing temperatures on a Sunday morning......and whenever possible at the weekend she enjoys getting out on her bike.
Senior Business Services ManagerAlison is a Chartered Accountant with over twenty five years experience in providing compliance and advisory services to owner managed businesses. During her career Alison has worked in all areas of business services including the preparation of statutory financial statements, bookkeeping and management accounts.
Senior Business Services ManagerGraeme is a dual qualified Chartered and Certified Accountant with over 30 years experience in providing advisory services to owner managed businesses.During his career Graeme has also had first hand experience of life outside practice as he spent several years as the financial controller for a leading motor retailing group. This gave him a valuable insight into the issues and challenges faced by owner managed businesses and entrepreneurs in their daily lives.
Most recently Graeme was also a partner in a leading mid sized accounting practice in Milton Keynes. He prides himself in offering clients a friendly pro active service.
Graeme has a large number of professional contacts and takes every opportunity to add value to the Magma service by linking clients with clients and advisors to build and strengthen professional relationships.
Outside work Graeme is the father of two teenage daughters, he also enjoys playing golf and badminton, and supporting Luton Town FC through that various ups, but mainly downs!
Senior Audit ManagerLuke is a Chartered Certified Accountant with over ten years of experience working in both business services and audit. He has gained experience working across a wide variety of industry sectors from sole traders to large companies. He prides himself on his ability to deliver expert advice in a commercially aware and friendly way.At home, Luke has a wonderful young family and is a semi professional footballer.
Senior 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 ManagerMatt, a Chartered Accountant, with a background at Grant Thornton has over nine years of experience working in both business services and audit. Matt has gained experience working with owner managed businesses and clients in the charity sector.Matt prides himself in offering a friendly, pro-active service.
Business Services ManagerZoe is a Chartered Certified Accountant with over 10 years experience in Business Services, in particular the preparation of statutory financial statements, management accounts and bookkeeping. She has gained experience working across a wide variety of industry sectors from sole traders to small companies. She prides herself in offering a friendly, pro-active service.Outside of work Zoe enjoys playing pool in the local league and socialising with friends.
Assistant 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.
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, STEP Advanced Certificate in Will Preparation, 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.
Senior Tax ManagerSarah is a Chartered Accountant, with 20 years experience in Private Client Tax. Sarah’s career includes time with Ernst & Young and as a Senior Tax Consultant, leading Estate Planning services, at a leading mid size UK accountancy group.
Senior Tax ManagerMichelle joined Magma in 2014 from Ernst & Young, where she spent over nine years in the corporate tax team. She is a Chartered Accountant and during her career she has worked with small companies through to major listed companies. Michelle has strong technical knowledge in all areas of Corporate and Business Tax, with experience including International Tax, company reconstructions and reorganisations, transactional work and research incentives. Michelle focuses on adding value to her clients within the area of tax, helping them to achieve their business objectives.Prior to her time in accounting Michelle studied Biochemistry and Chemistry at the University of Birmingham.
Away from the office Michelle has three young sons, who keep her occupied most of the time!
Senior Tax ManagerSara joined Magma as a Senior Tax Manager from Saffrey Champness, where she was part of their London Private Wealth and Estates team. Sara has 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).
Tax ManagerAndy has over 20 years mixed tax experience advising companies, partnerships and individuals on a broad range of direct and indirect taxation issues. Andy now heads up Magma's tax compliance and reporting function, ensuring that deadlines are met alongside the identification of tax saving opportunities. Andy also plays an important role in answering the metaphorically unwelcome "knock at the door", handling HMRC Enquiries and dispute on clients' behalves.Outside of work, Andy has an interest in architecture, visiting art galleries and museums, and a general viewer of many sports.
Tax ManagerVictoria is a Chartered Tax Adviser who joined Magma in 2011 as a trainee. She has quickly progressed through the ranks becoming a Manager in the tax team within just five years and has built up a great deal of experience in the OMB sector. Victoria is a highly personable company tax specialist, advising on a whole range of private business tax issues, developing a particular interest and specialism in Research and Development tax relief claims.Not able to fully let go of her high pedigree sporting background (....her “I almost made it as..." claim being that of a 400m runner!), she was the ladies winner of Magma’s inaugural 11 Sport Challenge but was forced to give up the title in the second year to young pretenders and suspicious circumstances.
Tax ManagerRichard is a Chartered Tax Adviser with over 10 years' experience within Private Client Tax. Richard assists 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.
Tax ManagerAmy is 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, Amy has over 16 years' experience advising a range of clients on their personal tax affairs.Amy enjoys spending time with her husband and two children watching sports (especially cricket!), walking, baking and going to the theatre. Amy also enjoys running and is a member of Barrow Runners. She recently completed her first half marathon.
Assistant Tax ManagerJames 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. He is an approachable and enthusiastic member of the Magma Private Client Tax team which enables him to deliver tax advice on a wide range of matters in a clear and professional manner.Away from the office, James enjoys spending time with his family whilst also managing/coaching his son's football team. He is also known to play a round of golf or two when the opportunity arises!
Assistant Tax ManagerLiam is a Chartered Tax Adviser and joined Magma in January 2013 as a graduate trainee. During his time at Magma, Liam has worked as part of the company's corporate tax team, where he has gained experience in advising OMB clients on a wide range of corporate and business tax issues.Outside of work, Liam enjoys travelling, socialising with friends, and has a keen interest in most sports, in particular football, rugby and golf.
VAT ManagerColin has over 28 years VAT experience, starting his career with HM Customs & Excise (now HMRC) as a VAT inspector before moving into the private sector where he has worked for top 10 accountancy firms as well as an in-house role. He has advised companies, partnerships and public bodies on a wide range of VAT issues and has extensive experience in partial exemption, Capital Goods Scheme adjustments, cross border reporting requirements and complex liability issues.Outside of work, Colin is a keen swimmer and can regularly be found poolside either competing in Masters events or coaching his squad of young swimmers, encouraging and inspiring them to achieve their full potential.
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 oversees 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.
Corporate Finance ManagerShafwaan is a Corporate Finance lead advisor who has significant experience in advising on Corporate Finance transactions.His area of specialism is advising exiting or retiring shareholders on unlocking maximum value from the sale of their business. Shafwaan is able to manage 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.
Shafwaan is also experienced in assisting clients in realising growth through targeted acquisition searches and in raising growth capital.
Prior to joining Magma, Shafwaan spent over six years at national accountancy firm RSM, where he qualified as a Chartered Accountant and where he focussed exclusively on the SME market.
Outside of work he enjoys fishing, football and socialising with friends.
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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