skip to navigationskip to main content

Meet The Team

Samir V. Shah - Managing Director

Profile:

Samir divides his time between developing & managing the practice and concentrating on adding value to the firm’s clients. Samir’s proactive approach and belief in personalised service has helped him to extensively engage with all his clients.  His specialist knowledge in SME and owner-managed businesses and personal taxation advice coupled with his personal attitude, enables him to translate complex technical matters into basic English.

Samir acts for clients operating across varying industry sectors, within the UK and internationally.  Samir’s extensive experience and interest allows him to be passionate in advising both entrepreneurs and their businesses across their personal and business tax affairs.

He has also developed significant experience in dealing with the management and taxation of property…

Ioana Bolache - Assistant Manager

Profile:

Ioana joined Capitax Financial in July 2015 as an ACA graduate trainee after completing her BSc (Hons) Economics & Accountancy Degree at City University London. Ioana has finished her ACA (ICAEW) exams and is one step away from becoming a fully  qualified ACA (ICAEW) member.

Ioana’s keenness and ‘go getter’ approach helped her build up her knowledge around tax matters and develop a stronger relationship with our clients by providing them with pro-active tax advice and valuable business planning support.

Ioana has a particular interest in onshore and offshore personal tax planning for UK based individuals and non-UK domiciled persons and often gets involved in advising on complex assignments and structures for high net worth individuals, several…

Corina Iolu - Trainee Accountant

Profile:

Corina joined Capitax Financial as a Trainee Tax Accountant in October 2018. She graduated with a BSc in Accounting and Management Information Systems from Valahia University, in Targoviste, Romania. Corina decided to continue her studies in the UK. She is currently studying towards her AAT Level 3 – Advanced Diploma in Accounting.

Corina felt that combining work and studies is the key to a successful career, therefore, she decided to join Capitax Financial with the aim of becoming a methodical and passionate Accounts Technician.

Corina’s main duties are preparation of monthly payroll for our clients, preparation of VAT Returns and financial statements, all these done under the close guidance and supervision…

Nikita

Nikita Jesani - Trainee Tax Accountant

Profile:

Nikita joined Capitax Financial as a Trainee Tax Accountant in May 2019, after becoming a member of the ACCA and graduating with a BSc in Applied Accounting from Oxford Brookes University.

Before joining the team, Nikita worked as a Management Accountant for a property management company. She has always had an eye for numbers and a strong attention to detail and she particularly enjoyed studying tax at professional level.

Her role includes assisting with the preparation of Self- Assessment Tax Returns and company accounts with the guidance of her senior supervisors. She is keen to enhance her knowledge and confidence in tax related assignments.

Personal:

Outside of the office, Nikita has a passion for photography and enjoys travelling and spending…

Jay Limbu - Senior Supervisor (Tax & Accounts)

Profile:

Jay began his professional career at Capitax Financial in March 2012. He takes his work very seriously and is a very meticulous person with strong attention to details. His eagerness to help and troubleshoot problems makes him very approachable with both clients and colleagues.  Jay spends a significant part of his work day supervising and reviewing compliance work performed by other members of the team.

Jay also contributes in developing more efficient compliance processes and review systems and has recently taken up the responsibility to work along with the Director in terms of the firm’s client work planning scheduling, staff allocation and client work process management.

Jay has extensive experience of dealing with owner-managed businesses which includes…

Anoshan Mariabalanayagam - Trainee Accountant

Profile:

Anoshan joined Capitax Financial in April 2019 as a graduate ACA trainee. He graduated with a BSc (Hons) in Biomedical Science from the University of Sheffield. After working for two years in the financial sector, Anoshan pursued his interest in becoming a qualified Chartered Accountant by joining a firm with the capabilities to coax his full potential.

Through the accomplished counselling and direction provided by his supervisors, he is being primed in the preparation of Year-End Accounts, VAT Returns and Self-Assessment Tax Returns. Anoshan is aiming to complete his certificate level stage of ACA by the end of the year. 

Personal:

Music is a means of…

Suraj Patel - Semi-Senior Associate

Profile:

Suraj started his career at Capitax Financial in June 2016, having graduated with a Masters in Accounting & Finance from Aston Business School and a Bachelors in Mechanical Engineering from Warwick University. He is now progressing towards qualifying as a Chartered Accountant (ICAEW).

His role entails the preparation of statutory accounts, corporation tax returns, individual tax returns, VAT returns and involvement in tax planning matters. Suraj’s role also includes setting up clients with payroll and workplace pension schemes.

With an accounting and engineering perspective, he enjoys numbers, problems solving and improving efficiencies. This equips him to assist with tax calculations, projections and assistance with efficient tax planning. Suraj’s enthusiasm to interact with clients to understand their business…

Bavan Shanmugarajah - Semi-Senior Associate

Profile:

Bavan began his career at Capitax Financial Ltd in 2016 shortly after graduating from Cass Business School with a degree in Investment and Financial Risk Management achieving both a first-class honour and a lifetime membership to the Beta Gamma Society. Bavan is progressing towards his ACA (ICAEW) qualification.

Bavan prides himself on being approachable and knowledgeable in equal measure ensuring that an all-round service is provided to clients regardless of their query. In addition to accounts and VAT preparation, Bavan`s speciality is within payroll where he ensures timely Auto Enrollment and PAYE compliance thus allowing clients to focus on the more important strategic decisions.

He also deals with transitioning clients to…

Nima Shah - Office Administrator

Profile:

Nima joined Capitax Financial in 2010 after taking a career break of 5 years for looking after her children. Nima provides all administration support in the firm. Besides book-keeping duties (internal & external), Nima’s responsibilities also includes assisting the team in everything from preparing all the administration work for clients, ensuring new client on-boarding runs most smoothly and efficiently.

Nima is always ensuring that the office is run super well (oiling the wheels of the firm!)! Nima also assists the Director with HR duties. She has extensive office administration experience, having previously worked at the British Broadcasting Corporation (BBC) and Antal International Ltd.

Personal:

Nima is married with two children.  She loves spending time with the family, cooking, travelling…

Madhu Shah - Consultant

Profile:

Madhu is a Fellow of the Association of Certified Chartered Accountants (ACCA). He has gained a wide and extensive range of general accounting and taxation from running his previous accounting practice M R Shah and Co Ltd (1982 to 2013). Madhu has advised a vast number of owner managed businesses and private clients. With his wealth of experience, he provides clients with professional solutions and advice that highlights opportunities and supports their development and future growth. In 2014 Capitax Financial acquired Madhu’s accountancy practice, and since then Madhu has been on board with Capitax Financial as a Consultant.

He advises clients on how to minimise their tax exposure, structure their affairs and take care of all…

Our expert specialist services will take care of the rest:

Tax Planning & Advisory


Find out More

International Mobility & Foreign Investors


Find out More

Accountancy, Reporting & Compliance


Find out More

Business Advisory & Planning


Find out More