Tax

Andrew 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.

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.

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.

I 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.

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.

Michelle 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!

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).

Andy 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.

Victoria 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.

Following an initial period working for the Inland Revenue, Jim joined the tax department of BDO Binder Hamlyn’s Newcastle Upon Tyne office.  He joined Clear & Lane as a Tax Manager in 1986, and was appointed Tax Partner in August 1993.

 

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.

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.

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!

Liam 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.