Private Client Services

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.

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.

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!

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.

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.

 

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!

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'.

I joined Magma after 15 years at Ernst & Young in Birmingham.

 

I have 2 young children and enjoy spending time with family and friends. I also love keeping fit and listening to music (mainly dance and house).

I 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!