Private Client Services

Our dedicated private client team work with clients to ensure that their tax compliance obligations are met, they structure their affairs in a tax efficient manner and to create, increase and protect wealth.

With ever changing tax rates, reliefs and allowances and the ever increasing complexity of the tax system, it is vital for individuals to organise their affairs in a tax efficient manner to increase and protect personal wealth.

OUR SERVICES

  • Self Assessment

  • Our dedicated team can handle all tax returns and compliance matters, including: preparing and submission of returns, claims for allowances and reliefs, payment advice and advice on tax planning opportunities.

  • Tax Investigations

  • We assist clients with tax investigations, disclosures and remedial work across all taxes. We have experience in UK disclosures, offshore disclosures, the Worldwide Disclosure Facility, Contractual Disclosure Facility and COP9 and assisting participators in tax avoidance schemes.

  • Capital Gains Tax

  • We provide proactive advice in advance of transactions on structuring disposals of property, business interests or other investments to minimise capital gains tax as far as possible.

  • Inheritance Tax

  • We work closely with clients to formulate a long term inheritance tax planning strategy and provide innovative bespoke solutions to fit with clients circumstances and to protect family wealth.

  • Probate and Estate Administration

  • Our trusts and estates business is licensed by the Institute of Chartered Accountants in England & Wales to carry out the reserved legal activity of non-contentious probate. We provide a full range of services to personal representatives of estates.

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  • Trusts

  • We advise settlors, trustees and beneficiaries of trusts on the operation and administration of trusts and tax compliance and tax planning matters.

  • Property Taxes

  • We advise clients on property taxes and planning opportunities relevant to commercial and residential property, including in the areas of: ownership structures and tax efficiency, capital gains tax, VAT, stamp duty land tax, capital allowances and the annual tax on enveloped dwellings (ATED).

  • Residence / Domicile

  • We advise clients arriving in and leaving the UK on UK residence, domicile, tax compliance and planning opportunities relevant to UK and overseas income and assets owned personally or within offshore arrangements.

  • Pensions / Retirement

  • Alongside our wealth management colleagues we advise clients on the use of pensions and pension alternatives to provide for retirement, tax planning opportunities and to increase and protect wealth for the family.

  • Tax Efficient Investments

  • We have significant experience and knowledge of tax efficient investments and work alongside our wealth management colleagues to provide integrated tax and financial advice on how these may be used as part of a clients overall investment strategy.

  • Ventures

  • We advise clients investing in and participating in new ventures on structuring, tax and commercial considerations; our advice is focused on the individual and their aims and objectives.

  • Employment Taxes

  • We advise employees and business owners on employment taxes, including reward packages, equity incentives, benefits, income tax and PAYE/NIC matters.

OUR TEAM

  • View profile
    01788 539000 Ext 2203


    David Nash
    Partner
    David Nash
    Partner
    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.

  • View profile
    01788 539000 Ext 2202


    David Buck
    Partner
    David Buck
    Partner
    I 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.

  • View profile
    01788 539000 Ext 2211


    Sarah Gray
    Senior Tax Manager
    Sarah Gray
    Senior Tax Manager
    I 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!

  • View profile
    01788 539000 Ext 2210


    Sara Burgess
    Senior Tax Manager
    Sara Burgess
    Senior Tax Manager
    I 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.

  • View profile
    01788 539000 Ext 2209


    Richard White
    Tax Manager
    Richard White
    Tax Manager
    I 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.

  • View profile
    01788 539000 Ext 2201


    Amy Read
    Tax Manager
    Amy Read
    Tax Manager
    I 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.

     

  • View profile
    01788 539000 Ext 2206


    James Cornish
    Tax Manager
    James Cornish
    Tax Manager
    I 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!

  • View profile
    01788 539000 Ext 2204


    Hayley Anstee
    Assistant Tax Manager
    Hayley Anstee
    Assistant Tax Manager
    I 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'.

For more information on our services and how we can help you or your business please contact us.

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