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

  • David Nash
    Partner
    David 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.
    david.nash@magma.co.uk
  • David Buck
    Partner
    David 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.
    david.buck@magma.co.uk
  • Sarah Gray
    Senior Tax Manager
    Sarah 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.
    sarah.gray@magma.co.uk
  • Sara Burgess
    Senior Tax Manager
    Sara 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).
    sara.burgess@magma.co.uk
  • Richard White
    Tax Manager
    Richard 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.
    richardwhite@magma.co.uk
  • Amy Read
    Tax Manager
    Amy 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.
    amy.read@magma.co.uk
  • James Cornish
    Assistant Tax Manager
    James 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!
    james.cornish@magma.co.uk
For more information on our services and how we can help you or your business please contact us.

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