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Meet The Team

Magda Williams TEP, AAT, B.A. (Hons)

Experience/specialisms: Prior to joining the firm in 2012, she has worked for Rathbones in London in the trust department where she was involved in all aspects of trust and estate administration and associated tax advice and accounting.

Role: Magda specialises in trust and estate taxation and accountancy. Advising charities is a particular passion but her other expertise includes personal taxation, estate administration and inheritance tax.

Magda has been a full member of the Society of Trust and Estate Practitioners (STEP) since 2004 and is currently serving on the committee of the Society’s Gloucestershire & Wiltshire branch as its Secretary.

She is a full member of the Association of Accounting Technicians (AAT). She has an honours degree in Business Administration and Finance from The University of West London and is currently in the process of attaining her full Chartered Accountancy qualification.

Magda is bilingual and has been advising Polish businesses and individuals in Gloucestershire.

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