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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…

Ioana Bolache - Senior Associate

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 is aiming to become fully a qualified ACA (ICAEW) by summer 2018.

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 presenting…

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…

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…

Sabina Sarca - Junior Tax Accountant

Profile:

Sabina joined Capitax Financial as a Junior Tax Accountant in February 2018 when she moved to London after graduating with a Bachelor’s degree in Accounting and Management Information Systems in Brasov, Romania.

She is enhancing her knowledge in accounting under the able guidance of our senior associates.  While ensuring necessary support to our team in performing the main duties, she is building her confidence working with our clients and gaining value experience in the field. Sabina has played a key role in building up the firm’s processes to comply with the General Data Protection Regulations (GDPR) requirements.

Sabina has a good ability to reach and overcome goals, and her fresh perspective helps providing…

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…

Reshna Shah - Semi-Senior Tax Accountant

Profile:

Reshna Shah is a Fellow of the Association of Certified Chartered Accountants. She has just joined Capitax Financial Ltd in July 2018. She comes from Kenya and has worked in the audit and accounts department for a variety of firms there. Working in a challenging environment  is one way to progress.

She has the patience and heart to streamline the books and make the company  more profitable in the best ethical way.

Capitax Financial has provided her with the platform to strengthen her capabilities in order to provide the best services, especially in what we specialise – taxation. Being in a service industry means so much to her as satisfaction comes…

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…

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…

Our expert specialist services will take care of the rest:

Tax Planning & Advisory


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International Mobility & Foreign Investors


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Accountancy, Reporting & Compliance


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Business Advisory & Planning


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