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.

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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

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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.

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

RICHARD BUCKBY FCA AUDIT & ACCOUNTS DIRECTOR Email: rb@newbyc.co.uk I’m a qualified Chartered Accountant (FCA) with a wealth of experience advising clients in all aspects of audit and assurance, accountancy, taxation and financial management. As a business adviser I look to develop strong and lasting relationships with my clients to ensure that they are getting up to date advice and an excellent service. My key focus is to deliver a proactive and client-centred service to the firm’s clients.

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 VAT and private school fees

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 ARTICLESDo you receive savings interest?

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.

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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 ARTICLESNational Insurance rate change

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.

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.

VIKKI EMERY BA (HONS) ACA ATT CTA
ASSISTANT MANAGER

Email: vle@newbyc.co.uk

I started my career at Newby Castleman in 1998, qualifying ACA. I recently gained my tax qualifications specialising in VAT and Corporation Tax. As assistant manager, this breadth of knowledge allows me to provide a personalised and focused service. I regularly assist clients with cashflow forecasting and other unique assignments. My portfolio of clients ranges from sole traders to limited companies in industries such as manufacturing to specialised areas such as healthcare professionals and Community Amateur Sports Clubs (CASCs).

MATT SWEENEY BSc BFP ACA
ASSISTANT MANAGER

Email: msw@newbyc.co.uk

As Assistant Manager, I specialise in financial reporting, auditing, and client advisory services across sectors including manufacturing, technology, and charities. I also play a key role in recruiting, training and mentoring students, helping them develop and recognise their skills by maintaining a strong relationship liaising with ICAEW and Kaplan, our training provider, ensuring compliance with industry standards whilst encouraging professional growth within the team.

HANNAH POWE ATT CTA
ASSISTANT TAX MANAGER

Email: hlp@newbyc.co.uk

My clients range from sole traders and Owner Managed Businesses (OMBs) to high-net-worth individuals and non-residents. I specialise in IHT and trust taxation and I am experienced with providing advice to both UK and non-UK resident trustees and beneficiaries. I also advise clients on IHT and succession planning to maximise the legacies they can pass through generations. I enjoy taking an active role in training and supporting the department to ensure that the firm is always up to date with the latest tax legislation.

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.

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