Our Experts

CHRIS CASTLEMAN FCA
MANAGING PARTNER

Email: cjc@newbyc.co.uk

My client portfolio includes many trades and professions including solicitors, manufacturers, professionals, retailers and property companies. Within my current role as a Managing Partner I specialise in advising on all aspects of the financial health of family businesses, primarily in the East Midlands. Clients include sole traders, partnerships and larger audit clients. I am also responsible for many of the firm’s high net worth clients, dealing with not only tax compliance issues, but also involvement with tax planning to ensure preservation of family wealth.

RECENT NEWS

> The Economic Crime and Corporate Transparency Act 2023

JACQUELYN KIMBER BA (HONS) CTA ATT
TAX PARTNER

Email: jmk@newbyc.co.uk

I have over 20 years’ experience advising individuals and businesses on a range of tax matters, including share incentive schemes, reorganisations and succession planning. With a special interest in trust taxation, I advise UK and offshore trustees on UK tax matters. I also work closely with Joanne on estate administration. I co-author The Tax Advisers’ Guide to Trusts (Butterworths), Intellectual Property Law & Taxation (Sweet & Maxwell), edit the annual Butterworth Capital Gains Tax and Corporation Tax guides and contribute to tax publications.

RECENT ARTICLES

> 2024/2025 Tax Data

> Budget 6 March 2024

PAUL BARNETT FCCA
PARTNER

Email: ptb@newbyc.co.uk

I look after a wide range of clients spanning the retail, wholesale, transport, nursing home, manufacturing and farming sectors. I provide audit, accounts, corporate and personal taxation and business advice. My clients include new business start-ups, partnerships and companies. My specialist area is working with charities and not for profit organisations, working closely with local and national organisations. Within such an area, it is essential to ensure that complex financial and tax legislation is followed and that VAT is correctly applied and understood.

RECENT NEWS

> Charity news: Spring 2024

JOANNE CHILTON BFP FCA
PARTNER

Email: jlc@newbyc.co.uk

I work with East Midlands owner managed businesses across a spectrum of sectors – wholesalers, engineers and farmers. My clients range from individual tax cases, sole traders and family partnerships to corporate entities subject to audit. I advise on key areas including accounting, business growth and tax efficiency with a view to meeting HMRC and Companies House compliance. I also work on estate administration with our tax partner, Jacquelyn. My role as Student Training Partner is very rewarding as I see our trainees progress on their journey to become fully qualified Chartered Accountants.

RECENT ARTICLES

> Trading profits tax reform

JOHN GRIFFIN FCCA
PARTNER

Email: jbg@newbyc.co.uk

I have 35 years’ experience advising successful family businesses and not for profit organisations. I work with Leicestershire, Rutland and London based small and medium-sized enterprise clients, covering a broad range of industries. I provide key business and tax advice to help them manage sustained growth and tax efficiency. Other areas of expertise include due diligence, group structure, succession and exit planning.

ANNALISE LOVETT FCCA
PARTNER

Email: akl@newbyc.co.uk

Based in Loughborough, I have been with Newby Castleman since 1990. As a General Practice Partner advising private family firms, I deal with the accounts of all types of business across various industry sectors. I advise on business start-ups, VAT, payroll and tax planning matters, both personal and corporate. In addition, I deal with HMRC tax enquiries. I also have a role on the firm’s marketing team.

SCOTT BRADFORD BSC (HONS) ACA
PARTNER

Email: sb@newbyc.co.uk

I was appointed Partner at the Loughborough office in 2020. With over 10 years’ experience in accountancy, I pride myself on my hands-on, approachable style and build long standing relationships with clients. I provide all aspects of support and advice in respect of audit, accountancy, corporate and personal taxation and VAT; working alongside owner managed businesses from small sole traders to high turnover limited companies. I specialise in advising company start-ups, and providing continued support to help businesses grow.

RECENT ARTICLES

> Staff out of office? Rules under review

Meet the team that

supports your business

BRENT GOODWIN ACA
SENIOR VAT MANAGER

Email: bg@newbyc.co.uk

I joined the practice as a trainee chartered accountant and after qualifying trained to become the firms in house VAT specialist. I provide advice to staff and clients. I also undertake in house training and carry out ad hoc assignments for existing and new clients. VAT is a complex, challenging and ever moving tax which, despite popular perception, can be interesting, honestly!

RECENT ARTICLES

> Prepare for new customs platform

> Changes to VAT penalties

CAROLINE WALPOLE MEng (HONS) ACA
HEAD OF AUDIT

Email: csw@newbyc.co.uk

I joined Newby Castleman in 2012 and have progressed through the audit team to my current role as Head of Audit. This involves staff allocation, audit scheduling, monitoring progression, and overseeing the completion of audits. I enjoy being involved in the firm’s social activities, which range from quiz nights to car treasure hunts.

GULAM SATTAR
PRACTICE MANAGER

Email: gks@newbyc.co.uk

As practice manager, I run the firm’s internal accounts, administration and operational matters with my small but reliable team. I am constantly looking at new and improved ways of delivering detailed analysis and reports to the partners to assist them in making decisions to drive the business forward.

TIM HEMS BA FCA
MANAGER

Email: tihems@newbyc.co.uk

I began working for the firm as a graduate student trainee. Following qualification, I was trusted with growing responsibility which led to my current position as department manager, a role I thoroughly enjoy. I am heavily involved in mentoring the firm’s current student trainees. I enjoying taking an active role in organising the firm’s social activities

TONY HYDE 
SENIOR IT MANAGER

Email: ash@newbyc.co.uk

As IT Manager I advise clients on accounting and payroll software systems. This covers the installation of software and training on it. Systems we work with include QuickBooks, Sage Business Cloud and FreeAgent.

RECENT ARTICLES

> Bye bye GDPR?

Shilpa Shah Dave Tax Manager

SHILPA SHAH-DAVE CTA ATT
SENIOR TAX MANAGER

Email: ssd@newbyc.co.uk

My role involves helping individuals, owner managed businesses and trustees’ meet their compliance filing obligations and take this stress away from them. I enjoy building strong relationships and advise clients on tax planning matters from capital gains tax, inheritance tax, succession planning and arranging their tax affairs to minimise liabilities and ensure reliefs are maximised.

RECENT ARTICLES

>Tax and your family: Tax planning 2

> Reversal! Double cab pick-ups

> Scotland: high-earner tax band

LEE MORTON FCA  
SENIOR MANAGER

Email: lam@newbyc.co.uk

As a Newby Castleman Senior Manager, I provide advice and assistance to family businesses. Clients look to us for support where they may not have their own internal resource; for example on tax and VAT reporting and compliance, and business financial planning.

RECENT ARTICLES

> Companies House changes now in force

> Tips: ensuring staff get payments

MARK GOODMAN ACA  
SENIOR MANAGER

Email: mdg@newbyc.co.uk

I started as a trainee chartered accountant at Newby Castleman and over the years have progressed to manager. I look after a number of the firm’s solicitor and FCA regulated clients.

REBECCA CHANDLER BA (HONS) ACA 
ASSISTANT MANAGER

Email: rlc@newbyc.co.uk

My role is varied as I work with partners and the Head of Audit to support clients with both audit and non-audit services. 

I work predominantly with limited companies in a variety of industries including manufacturing, food production and haulage, as well as charity audit assignments. I also assist the partners with overseeing the operations of our accounts and audit teams.

KATIE BARNES AAT ACCA
ASSISTANT MANAGER

Email: keb@newbyc.co.uk

Since I joined Newby Castleman in 2011, my role has progressed through the accounts team to assistant manager for that department. I work closely with the partners to oversee the operations of our team, ensuring day to day activities run smoothly, and our goals and objectives are achieved. I have experience of working with a wide range of clients including sole traders, partnerships and limited companies.

KAREN FAHEY 
BOOKKEEPING & PAYROLL MANAGER

Email: khf@newbyc.co.uk

I joined Newby Castleman after 20 years working in accounts departments across various industries. We process in excess of 200 payrolls of varying sizes and complexity a month. As well as PAYE and NIC liability, the team manage pension enrolment, assessment, staff communication and provider updates. Our end-to-end bookkeeping service also supports businesses using Sage, Xero and QuickBook software, and VAT submission if needed.

RECENT ARTICLES

> National insurance rate change

REBECCA ALLEN MAAT ACA ASSISTANT MANAGER

Email: rla@newbyc.co.uk

I work within and support the accounts department and audit team. My role is varied. I assist sole traders and limited companies with the production of year end accounts, as well as managing audits for a varied client base. I also provide specialised services to solicitors with a particular focus on Solicitors Regulation Authority (SRA) audit services, and compliance with regulatory requirements.

DENISE CUNNINGHAM BA (HONS)
MARKETING MANAGER

Email: dcc@newbyc.co.uk

I work with our experts to bring accountancy and tax news to our clients. I meet business groups, and hear from clients on East Midlands news stories and events. Whether you are a sole trader or Limited Company, get in touch if you would like to collaborate, or seek advice from one of our partners. It’s a varied role, and a friendly and approachable firm.

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