Senior Tax Partner
Qualifications: Chartered Tax Adviser since 2004, FCCA since 2001, BSc Hons (first class).
Jamal Khan is a Chartered Tax Adviser and Fellow Chartered Certified Accountant who has been in the industry for over 24 years helping HNW clients with their tax matters. He has previously worked for companies such as Sony Corporation and Deloitte.
Jamal has been providing specialist tax planning advice to high net worth individuals (resident and non-resident), corporation and is well reputed for structuring innovate solutions for his clients. Jamal has an extensive network of professionals such as accountants and solicitors who work with him for their client’s tax planning requirements.
Jamal also specialises in tax investigation, tribunal representation, out of court settlement and ADR.
Jamal has been a speaker at various events such as seminars, TV shows and specialist panels.
Jamal is a natural entrepreneur and has multiple business interests in real estate sector as well as the technology industry to include software development & artificial intelligence.
Qualifications: Tax Barrister, lawyer, LLM, TEP
Hazel is a Tax Barrister with 30 years of experience in working with high-end clients (corporate and individual) on tax planning and helping them minimise their tax liabilities. Hazel has extensive experience of working with a large corporation and helping them restructure their business. She has worked on many transactions from beginning to end and has also helped obtained pre-transaction clearance/rulings from HMRC.
Qualifications: Chartered Tax Adviser. Ex HMRC Senior Tax Inspector
Dave is a Chartered Tax Adviser and a Senior Ex-HMRC officer with over 30 years of experience in the tax industry; 19 years with HMRC where he worked as a Senior Tax Inspector and the rest on the private client side working with Top 10 firms.
Dave has used his knowledge and experience to help clients with HMRC investigation including several complex and technical Code of Practice 8, Code of Practice 9 cases and Fraud Investigation cases. Dave has also helped various clients being pursued by HMRC Debt Management and those that require assistance in making voluntary disclosures.
Dave also has experience of providing expert witness statements in tax evasion cases and matrimonial disputes. Dave has represented clients in Tribunal (from First-tier to Court of Appeal) involving technical and complex tax disputes.
Dave is a co-author of a 900-page book on Employment Law and also regularly writes for professional press and speaks at various seminars and webinars.
Qualifications: Chartered Tax Adviser (CTA) and Fellow Chartered Accountant (FCA)
Peter is a Chartered Tax Adviser and a Fellow Chartered Accountant with over 34 years of experience in helping clients with tax & accountancy matters. He is one of the founding members of the firm and also has experience of working for Ernst & Young (Top 4 firm).
Peter has extensive and varied commercial and tax knowledge, Over the years, he has leveraged upon his skills, experience and knowledge to help a large number of clients in all aspects of their businesses. His advice and experience has helped many businesses grow and achieve their objectives.
Peter lives with his partner and twin children in Bishop’s Stortford. In his spare time, he likes to visit the countryside to enjoy nature and solitude. He is particularly fond of visiting the Lake District.
Qualification: Fellow Chartered Accountant
Mark is a qualified Chartered Accountant with over 30 years of experience in the accounting and tax profession. He has been with the firm since 2000 and has previously worked for a Moore Stephens (a top ten firm).
Over the years, Mark has a built up a wide range of expertise with a particular focus on tax planning and tax advice. He has used experience, knowledge and skills to advice many businesses and individuals and help them minimise their tax liabilities.
Mark is married with two children and loves to play golf and football.
Tax Investigations and Dispute Resolution Manager
Phillip is a senior Ex-HMRC Inspector and Advocate who has been in the tax industry for over 30 years. He has 17 years of experience of working with HMRC where he was involved in carrying out complex/technical fraud investigations and compliance enquiries. He has also worked in Solicitor’s office as an Advocate representing HMRC in the tax tribunal.
Since then, he has been working in private practice where he has been representing client’s in complex VAT enquiries and fraud cases such including Code of Practice 8 (COP8) and Code of Practice 9 (COP9) enquiries as well as MTIC fraud cases. Phillip has experience of working on major litigation cases in relation to s.994 of the Companies Act. He has worked for overseas governments in the past where he has helped them assess tax losses
Phillip also has experience of advising clients on cases involving forensic investigation work.
Tanveer has extensive experience of working as a Tax Barrister and specialises in cases involving fraud, asset forfeiture, money laundering, bribery and cases involving misconduct by directors, companies & finance professionals.
Tanveer has extensive experience of representing client in Tribunal on various matters. He has dealt with a number of cases involving Sch 36 FA 2008 information powers, Sch 27 Penalties FA 2007, Sch 55 FA 2009 and S63 VAT Act 1994 penalties.
He has leveraged on his years of experience and knowledge to provide practical and sound advice to clients. Some of the other work that he has been involved with includes the following:
- VAT registration appeals
- SA penalties
- VAT penalties & assessment
- Excise assessment & penalties
Head of Tax Investigations
Qualifications: ACCA, MSc, BSc (Hons)
Imad has extensive experience of working in the tax industry. He specialises in handling Tax investigations, Forensic assignments, Fraud Investigation, Dispute Resolution and Tribunal matters.
Imad has used his specialist negotiation skill to close many complex cases such as Code of Practice 8, Code of Practice 9 enquiries, Fraud Investigations & Complex Disclosure cases. He has also had a lot of success in closing cases out of court and achieving significant tax savings for his clients.
Imad also has extensive experience in assisting clients with disclosures of undeclared income & gains under various HMRC facilities such as Worldwide Disclosure Facility and Let Property Campaign.
Tax Investigations and Dispute Resolution Manager
Sal is Senior Ex-HMRC Tax inspector who has over 30 years of experience in dealing with complex cases of tax fraud and forensic enquiries. Having left HMRC, Sal is now working in private practice advising and representing clients who are under complex tax investigation such as Code of Practice 8, Code of Practice 9, Fraud investigation cases for VAT and Income Tax. Sal also has experience of working on complex forensic cases.
Sal has used his years of experience and knowledge to conclude several complex cases with significant tax savings for his clients.
Senior Tax Adviser
Qualifications: ACCA, BSc (Hons)
Usama is a tax specialist with experience of advising clients on inheritance tax, capital gains tax, income tax, corporate tax. Usama also has experience in providing tax advice on restructuring and re-organisation of companies and groups.
Usama has worked with several high net worth individuals and helped them save significant amounts of tax with his tax advice.
Tax Disclosures and Undeclared Income Specialist
Qualifications: ACCA Affiliate, MSc
Ash specialises in making disclosures of undeclared income/gains to HMRC. Over the years, he has represented many clients and helped them disclose offshore/onshore income/gains spanning over a number of years. His area of expertise includes the following:
- Disclosures under Worldwide Disclosure Facility
- Disclosures under Let Property Campaign
- Advice in relation to Failure to Notify Penalties
- UK tax implications on offshore income/gains
Ash has worked on a large of disclosure cases and each of these cases have been fully accepted by HMRC. He has used his knowledge and experience to minimise the penalties & tax for his clients.
Senior Partner – Scotland and NE of England
Qualifications: B.Sc. (hons), MBA, CeMAP, MAQ, AFPC
Nasim is a natural entrepreneur who has over 30 years of experience in expanding and growing businesses.
Nasim is a result-driven motivated leader who has used his leadership and inter-personal skills to expand the company’s client base, profile and image in Scotland and NE of England.
Head of Digital Marketing
Andrew has extensive experience and expertise in working in the digital marketing space. Over the years, he has used his skills and experience to help businesses grow and has helped them formulate and execute appropriate marketing strategies.
He is currently leading the digital marketing department and has used his experience and skills to drive the firms’ growth.
Head of Sales
Ali has over 20 years of experience in business development. He has used his skills and experience to help businesses grow substantially. He is currently working as Head of Sales and is responsible for formulating and implementing a business development strategy. He is also responsible for recruiting, training and growing the business development team.
Ali has carried out extensive work in organising various events such as webinars and seminars where has attracted large audiences and has helped to raise the firm’s profile.
Business Development Manager
Claire has a natural flair for business development and proven track record of helping organisations grow using her knowledge, skills and experience.
She has extensive experience of working as a business development manager for some of UK’s biggest brands such as Countrywide Residential Lettings and Allen & Harris Estate Agents.
Over the years, Claire has gathered an extensive network of contacts within various industries. She has leveraged on her experience and these networks to help grow the firms’ client base.
Business Development Manager
Jim is a qualified CeMap and CeRer and very experienced business development manager.
Jim has a vast network of contacts within the financial services sector which have allowed him to increase the firm’s client base and profile. Jim has used his interpersonal, communication and networking skills to build more contacts and connections with lawyers, mortgage brokers, estate agents and several other professionals.
Ben has over 20 years of experience working in tax and accounting. He has extensive experience of looking after a large portfolio of clients and managing large teams. He has used his experience, knowledge and skills to mitigate tax liabilities for his clients.
He has been responsible for training and growing a team of accountant’s and ensuring all tax return, VAT returns and Account are filed in a timely manner.
Ben has excellent interpersonal and communication skills which have allowed him to maintain a very good relationship with his team, existing clients and also to onboard new clients. Ben has a strong network of contacts which has allowed him to bring new clients to the firm.
Ian has over 35 years accountancy experience working in both practice and commercial settings. His vast experience covers a wide spectrum including financial and management accounting, tax computations, CIS, VAT and assisting in the implementation of computerised accounting systems and software. His client base ranges from sole traders and partnerships to family run companies with a turnover of up to £ 10m.
Qualifications: BA (Hons), FCCA
Christine graduated with an Accounting and Finance degree and is a qualified Chartered Certified Accountant. She has been in public practice for over 20 years and has also experienced a year working in industry in Singapore.
Currently, Christine prepares statutory accounts, corporation tax computations and personal tax returns for clients in a range of business sectors.
Gillian joined Morris Wheeler in 2002 having moved from the commercial sector working as Chief Admin Officer for an international exhibition company. She started her career in accounting from leaving school joining a sole practitioner, whose training set her in good stead to move to a 6-partner firm after a couple of years, allowing her to pursue her studies.
Since joining Morris Wheeler, she has performed many roles preparing annual accounts and related tax returns, monthly management accounts, VAT returns, CIS returns, etc. With the introduction of Making Tax Digital, her focus moved to getting our clients ready with compliant software offering training and ongoing support. This was in-line with the company’s focus on moving clients to the latest digital-based systems.
Outside of work Gillian enjoys the countryside, living in a village on the outskirts of Cambridge. She is married with 2 dogs, a horse and chickens. She enjoys exploring the UK in particular Scotland and its islands.
Nikki has been a driven payroller for over 25 years. Her varied experience of both direct and client-based end to end payroll management is second to none, along with a vast understanding of the more specialist side of payroll. She has worked for companies such as IET, Sky, and Allied Domecq and her diverse work background makes her ideal to manage our client’s payroll.
Jen followed a chemistry background with Unilever and with overseas travel my career path changed and I became PA to the Managing Director of a large Perfumery House. This led to her becoming the HR Manager within the same company. After several years in this role, Jen became Office Manager for a start-up Company which had acquired four compounds following the merger of Smith Kline Beecham and Glaxo. The company grew as did my role until it was taken over in 2012.
This is when I joined Morris Wheeler and I now utilise the office skills gained during my previous roles in my role at Morris Wheeler completing clients bookkeeping and VAT returns.
I am married with two sons and two grand-daughters and have a wide range of interests including being secretary and scorer at our local Cricket Club.
Dilsah is a hardworking and motivated professional specialising in VAT, Accounts, Corporation Tax & Income Tax matters. She is also experienced in helping clients with disclosure of undeclared income & gains. Her past experience of having worked for overseas tax authorities over 8 years has given her unique skills and experience which benefit her clients.
Magda is one of the most hardworking and diligent colleagues in the company. She has exceptional organisational skills and is responsible for the smooth functioning of the office.
Her positive attitude and excellent interpersonal skills help to maintain a good environment in the office and foster good relationship with clients.
Marta is a specialist in VAT, PAYE and pension matters and is always determined to provide the best service and results for her clients.