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.

Tax Director

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.

Tax Director

Senior Consultant

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.

Senior Consultant

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.

Director Public Relations

MSc London School of Economics

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.

Tax Barrister 

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

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.

Senior Accountant

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.

Senior Accountant

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.

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 Consultant

Qualifications: Chartered Tax Adviser, CIOT’s Advanced Diploma in International Tax and full STEP member

Clive has over 30 years’ experience in advising private clients and trustees on tax planning and tax mitigation, having working with a range of firms including Big 4 accountancy firms and an offshore trustee in the Channel Islands. Clive’s main specialism is advising non-UK domiciled clients with offshore structuring and the associated anti-avoidance provisions, as well as advising on capital taxes matters more widely and agreeing complex investigations/ disclosures with HMRC.

Clive is a member of CIOT’s Private Client Tax Committee as well as CIOT’s Management of Taxes Committee.

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.

HR Assistant

BSc in Human Resource

Amina is hardworking and goal-oriented professional who is very diligent at her job. She is helping us with our HR requirements and finding the right people to join our growing team

Accounts Manager 

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.

Bookkeeper

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.

Office Manager 

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.

Tax Associate 

Marta is a specialist in VAT, PAYE and pension matters and is always determined to provide the best service and results for her clients.