Apex Accountants & Tax Advisors

As the Director of Apex Accountants & Tax Advisors LTD, I bring over 20 years of
expertise in delivering personalised accounting, tax, and financial advisory services. I work
with SMEs, startups, high-net-worth individuals (HNWIs), and large corporations,
offering bespoke strategies that optimise tax efficiency, reduce costs, and drive sustainable
growth.
Key Contributions:
o Tax Planning and Advisory: I provide tailored tax solutions, ensuring compliance
while maximising savings:
o Reduced HMRC penalties by £50K during an investigation through efficient
resolution.
o Recovered £30K in overpaid VAT for a client through a compliance review.
o Saved £15K in personal tax for a high-income client by optimising allowances.
o Secured £80K in corporation tax relief through strategic R&amp;D claims.
o Achieved £50K in capital gains tax savings for a property investor with careful
planning.

- Outsourced Accounting Solutions: Supervise team for the delivery of
bookkeeping, payroll management, management accounts, and virtual CFO
services, ensuring accuracy, efficiency, and strategic insights to support decision-
making.
- Digital Advisory & Innovation: I implement cloud accounting, Making Tax Digital
compliance, and automation tools, providing real-time insights for smarter decision-
making.
- Strategic Financial Guidance: Advised clients on big-picture strategies to reduce
costs, improve profitability, and position their businesses for sustainable growth.
- Leadership and Integrity: I lead a skilled, certified team with a client-centric
approach, maintaining the highest ethical standards and delivering measurable
results.
At Apex, we don’t just manage finances; we create opportunities for businesses to thrive by
combining expertise, innovation, and personalised care.

Director - Founder - Chartered Certified Accountant - Tax Asvisor

Boden

In my role as Assistant Tax Manager at Boden, I leveraged my expertise in corporate tax,
VAT, and global tax legislation to deliver strategic tax solutions. This position presented an
exciting challenge to expand my focus on corporate tax and adopt a proactive, client-
focused approach to reassess and optimise tax regimes for various business operations.
Key Responsibilities and Achievements:
- Prepared and submitted UK and US Corporation Tax returns, including R&amp;D tax
relief and Capital Allowances claims, ensuring accurate and timely filings.
- Reviewed UK, US, and European VAT/Sales Tax returns to ensure compliance and
identify potential efficiencies.
- Conducted annual reviews of inter-company service agreements and prepared
Transfer Pricing calculations for monthly recharges.
- Advised on global tax compliance, including Nexus rules, double taxation treaties,
and the tax implications of entering new territories.
- Kept the business updated on changes in global corporation and sales tax
legislation.
- Ensured compliance with Corporate Criminal Offence (CCO) and Senior
Accounting Officer (SAO) requirements by reviewing and improving tax
procedures.
- Collaborated with key stakeholders to provide strategic advice, identify tax risks, and
deliver solutions aligned with business objectives.
This role allowed me to strengthen my technical expertise and develop innovative
approaches to global tax compliance while supporting Boden’s financial and strategic goals.

Tax Manager

Accounts & Tax World

At Accounts &amp; Tax World, I advised, supported, and managed a diverse portfolio of tax-
related cases spanning startups, SMEs, and multinational corporations across various
industries. This role involved delivering comprehensive tax solutions and addressing

complex issues in personal tax, PAYE, R&amp;D claims, and corporate tax, including M&amp;A
and transfer pricing.
Key Responsibilities and Achievements:
- Managed the preparation of claims and elections such as Capital Allowances, R&amp;D
claims, Trading Losses, and PAYE settlement agreements.
- Advised on tax structuring for Mergers &amp; Acquisitions, tax-efficient remuneration,
exit planning, and share buybacks.
- Prepared deferred tax notes and conducted tax audits for clients to ensure
compliance and optimise tax positions.
- Advised on ownership changes, transfer of trade, and strategic decisions on
selling/buying company shares or assets.
- Planned and managed compliance processes, ensuring the seamless submission of
tax computations.
- Delivered tax advisory and planning services for new and existing clients,
addressing ad hoc projects as needed.
- Advised on share schemes such as EMI, EIS, and SEIS, and handled CGT
implications for takeovers, mergers, reorganisations, and deferred considerations.
- Navigated anti-avoidance rules to ensure compliance with legislation while
maximising opportunities for clients.
This role allowed me to provide tailored solutions, solve complex tax challenges, and build
lasting relationships with a broad spectrum of clients, further strengthening my expertise in
both domestic and international tax matters.

Assistant Tax Manager

Tax House Accountancy and Taxation Services Limited

This position gave me an excellent grounding and experience in the Taxation area. Provide consultancy on tax matters to SMEs, startups, high-net-worth individuals, and large
companies across diverse industries.

Senior Accountant

Hi-Tech Poultry Breeders (Pvt) Ltd

Manager - Accounts 

K&N's

Manager - Accounts

Coopers & Lybrand

Completed professional training as ACA trainee from Coopers & Lybrand (now Pricewaterhouse Coopers PwC) and Saeed Kamran Patel & Co, Chartered Accountants, (representatives of DFK International).

ACA Trainee

FCCA - Director of Apex Accountants – Helping businesses to see the bigger picture

I am a Chartered Certified Accountant and Tax Specialist with over 20 years of experience working with SMEs, startups, high-net-worth individuals (HNWIs), and large companies across diverse industries. My sector-specific expertise enables me to deliver tailored strategies that bring tax efficiency, cost savings, and financial growth to businesses of all sizes.

I take pride in offering a client-centric approach, focusing on understanding the unique goals and challenges of each client. Whether it’s reducing tax liabilities, improving cash flow, or planning for long-term growth, my aim is to provide solutions that drive profitability and help clients achieve their full potential.

By combining technical expertise with strategic insights, I founded Apex Accountants & Tax Advisors where I help businesses navigate complex financial landscapes with confidence. My goal is to empower clients to optimisetheir tax position, improve operational efficiency, and achieve sustainable growth in an ever-changing business environment.

Let’s connect to explore how I can help you thrive.

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