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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…

Naail Agha - ACA Graduate Trainee

Profile:

Naail joined Capitax Financial in February 2020 as a graduate ACA Trainee. He graduated with a BSc (Hons) in Economics with Accounting from City, University of London and is currently studying towards his Level 7 Accountancy Professional Apprenticeship via the iCAEW route.

Under the thorough tutelage of his supervisors, he is currently being versed in the preparation of Year-End Accounts, Tax and VAT returns and looks forward to begin his ICAEW Professional Level examinations this coming June (2021).

Personal:

Naail is an avid musician who enjoys playing the violin, guitar and bass guitar. In the past, he has performed in…

Ioana Bolache - 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 of senior members of our team.…

Aneta Kostalova - Semi-Senior Tax Accountant

Profile:

Having finished her ACCA exams, Aneta joined Capitax Financial Ltd in September 2020. After working in both, industry and practice, she chose to work in practice as she has been enjoying the exposure to a variety of industry sectors and the social interaction, as well as building long-term relationships with clients.

Aneta has a broad experience in preparing statutory accounts, corporation tax returns, VAT returns and self-assessment tax returns.

Personal:

Aneta loves food, hence eating out or cooking is almost a daily activity. Aneta also enjoys jogging (having done half marathon for fun). She is a massive nature lover and…

Jay Limbu - Manager

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…

Karolina Niziolek - ACA Graduate Trainee

Profile:

Karolina joined Capitax Financial as a Trainee Accountant in July 2020, shortly after graduating with a BSc (Hons) in Mathematics with Finance from the University of Sussex. She has just started progressing towards qualifying as a Chartered Accountant.

Under the supervision of our accomplished senior members of the team, Karolina has been expanding her knowledge of self-assessment tax returns, recently learning more about issues relating to non-residency and overseas income. She focuses on embedding continuous improvement into her working practices. Her strong background in mathematics and good numerical skills enable her to have analytical approach towards accountancy. 

Personal:

Outside of…

Priyesh Shah - Semi-Senior Tax Accountant

Profile:

Priyesh joined Capitax Financial in January 2021. After graduating with a degree in Accounting and Finance from Curtin University of Technology, Australia, he went on to gain extensive experience from various industries. Upon gaining his qualification in ACCA, Priyesh decided to get into practice to further his career as tax accountant.

Priyesh is well versed in preparation of statutory accounts, corporation tax returns, VAT returns and personal tax returns. His love for numbers has led him to dive deeper into taxation by striving to become a member of ATT.

Personal:

Outside of the workplace, Priyesh loves to spend time with…

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…

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Accountancy, Reporting & Compliance


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