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, he 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.

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 joined Magma in 2014 from Ernst & Young, having spent over nine years in the corporate tax team.  As a qualified Chartered Accountant I have worked with small companies through to major listed companies, with a specific focus on the owner managed business sector.

 

I have strong technical knowledge in all areas of Corporate and Business Tax, with specialise expertise in R&D, company reconstructions, transactional work, loan relationships, international tax and profit extraction.

 

I feel a great sense of achievement when I am working with clients and focus on adding value, whilst helping them to develop their tax strategy, to achieve their business objectives.

 

Outside of the office I spend my time running around after three young sons, and any spare time is spent on the hockey pitch!

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.

I have over 20 years mixed tax experience advising companies, partnerships and individuals on a broad range of direct and indirect taxation issues.  I now lead the VAT team across the group, and am often responsible for answering the metaphorically unwelcome “knock at the door” handling HM Revenue & Customs Enquiries and disputes on behalf of grateful clients.

 

Outside of work, I have a great interest in architecture, visiting art galleries and museums, and a general viewer of many sports.

 

 

I am a qualified Chartered Tax Adviser who was fortunate to join Magma in 2011 as a trainee.  I progressed through the ranks becoming a Manager in the tax team within just five years and have built up a good deal of experience in the OMB sector.  As a company tax specialist I advise on a whole range of private business tax issues, but have developed a particular interest and specialism in Research and Development tax relief claims.

 

Outside of work I spend most of my time playing badminton for a local team and seeing friends.

 

I have been advising clients for over 30 years and have always enjoyed helping our clients to retain their wealth, which they have worked hard to accumulate.

 

I have enjoyed a good rapport with clients, and through my long term relationships have been able to give clients peace of mind with regard to both tax compliance and advisory issues.

 

Outside of work I love most sports and regularly play golf with varying degrees of success!

 

I joined Magma from EY in London, where I started as a graduate in the Tax Controversy team before moving to the Transaction Tax team to work on both corporate and private equity transactions.

 

Outside of work I am usually chasing after my young daughter, trying out recipes from my latest cookbook, or following Leicester Tigers.

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 am a Chartered Tax Adviser and joined Magma in January 2013 as a graduate trainee.  During my time at Magma, I have worked as part of the company's corporate tax team, where I have gained experience in advising OMB clients on a wide range of corporate and business tax issues.

 

Outside of work, I enjoy travelling, socialising with friends, and have a keen interest in most sports, in particular football, rugby and golf.

 

I joined Magma in August 2014, and subsequently became a qualified chartered tax adviser.

 

Although based in the Leicester office, I now head-up the corporate tax compliance team across the group.

 

I particularly enjoy helping clients to meet their deadlines, delivering high quality work and adding value to their business.

 

Away from the office I am a keen runner, but generally only in the warm weather! Suffering the mixed fortunes of supporting Liverpool FC by choice and Brentford through heritage keeps me busy the rest of the year!

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'.