Call Us: 01934 237 970

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ABOUT US

Tax avoidance, not tax evasion. It’s a vital distinction.

Tax evasion is not only illegal but is also (in our opinion) immoral.

 

What Phoenix are passionate about is tax avoidance. It’s a very different concept, one which aims to minimise tax – that is, to avoid paying unnecessary taxes.

 

We achieve this through keeping ourselves up-to-date with legislation and government-backed tax breaks, careful structuring of businesses and working with, not shying away from, HMRC.

 

Established in 2009, our business has grown – and continues to grow – year-on-year, with new clients seeking us out through the recommendation of others. We’re a friendly, approachable team and pride ourselves in efficient but personal service.

 

IT systems

Our supporting IT platform dovetails with yours – whether you work with Xero, Sage, QuickBooks, Excel spreadsheets or pen and paper!

 

We use IT systems to streamline our service to you, rather than rely on it to ‘number-crunch’.

Tax & Accounts

MEET THE TEAM

Who are the tax specialists who will help you to minimise tax?

Director: Nick Williams, ATT CTA Cert PFS

Nick has a long track record as a tax specialist. He has numerous, progressive qualifications to his name dating from 2002. He has spent many years helping clients to minimise tax liabilities, including roles with Royal Bank of Canada, HBOS, Kleinwort Benson and KPMG. Among his experience is advising high net worth non-UK domiciled Britons.

 

In 2009 he established the original ‘Phoenix’ to focus on providing high level tax planning to smaller clients.

 

Nick takes delight in getting to know clients’ individual circumstances so he can help them to structure their finances in the most tax-efficient ways, today and for the future.

He is philanthropic, offering his service free-of-charge to TaxHelp for Older People (TOP) which helps elderly folk on a low income. He also established and runs The Williams Foundation, Phoenix’s active charitable interest.

 

When not working, Nick loves to spend time with his daughters Hope and Faith, and their numerous pets. He is a keen ‘foodie’ but also enjoys working off the calories through various energetic hobbies.

Claire Body - Tax Manager

Claire has worked a number of years in Accountancy practices both in London and the South West Area and is ACCA qualified.  She has also worked as a Finance Business Partner and Financial Controller in commerce for businesses with up to £10 million in turnover.

 

She has extensive experience working with clients in compliance, including accounts, management accounts, company tax, VAT and payroll.  As well as advising in software set up, providing advice and guidance with software on the market, such as Xero, Sage, QuickBooks and FreeAgent. Claire enjoys working with clients to prepare tax planning, together with giving support with running their accounts systems and giving advice on areas to develop.

 

Outside of work, Claire loves to socialise with friends and family. Also enjoying travelling and eating out.  As well as walking her Cockerpoo, Barney who loves to go on long walks. She also volunteers at the local Academy school as a Governor.

Kirsty North - Payroll Manager

Kirsty joined the Phoenix team in June 2019 as accounts assistant, helping to prepare personal and corporate tax returns. This followed a 15-year career with a retail giant.

 

She was born and bred on the south-west outskirts of Bristol, and is no stranger to hard work, having studied for her AAT qualifications at night school while working full time. Now, as well as working three days each week with Phoenix, she runs around after her young son, Reggie. Very family oriented, her favourite pastime is spending time with her close relatives.

Debbie Mitchell - Office Manager

With many years of experience in administration in law and the civil service, Debbie joined Phoenix in 2020 as an office assistant to help with the paperwork and organisation of the office.

 

Debbie was promoted to Office Manager in 2021 and now manages the administration team.

 

Debbie is in the office three days a week and she has two young daughters at home to keep her busy.

Dorota Naskret - Senior Accountant

Dorota joined Phoenix Tax in January 2023 as a senior accountant responsible for preparing accounts for limited companies as well sole-traders and completing self-assessment tax returns.

 

She was born in small village in north-east Poland. In 2000 she started working in the accoutancy sector and while working full time as an accounts assistant she also raised her only child, Urszula. In 2006, Dorota became a fully qualified Chartered Accountant.

 

A year later, she moved to UK and continued her career in local accountancy practices. A few years later she decided to update her qualification by obtaining an AAT diploma at Weston Collage. Now with over 20 years’ experience, Dorota is still working hard to improve her skills and knowledge.

 

Outside office hours, Ishe has slightly unusual hobbies for a woman. Sports cars, motorbikes and for many years she has been training boxing with some success in the ring. Injury forced her to stop and currently she enjoy CrossFit, exploring new places, walking/hiking and volunteering with a local project called "Junction 21" helping vulnerable young people aged 10 to 21.

Anna Habarovs - Accounts Assistant

Anna's qualifications include AAT Level 3 (Distinction grade) and she is currently studying towards AAT Level 4 at Weston College.  She also has a bachelor degree in International Law

 

Anna joined Phoenix Tax in 2021 working as an accounts assistant.

She has a 3 years old son and her hobbies include sport, books, holidays, cooking and shopping.

Chelsea Wilkins - Accounts Assistant

Chelsea joined Phoenix in 2020 as part of the admin team.

 

She is now on the accounts team and her job role is Accounts Assistant.

 

Chelsea is currently studying for her ATT qualification.

 

She enjoys going to festivals, going on holiday and also enjoys going to the gym!

Mia Smith - Office Assistant

Mia joined Phoenix in September 2021, initially her role was Office Assistant within the admin team. However, she is keen to progress into a role within the accounts team, to obtain her qualifications and work further with our clients.

 

Outside of work Mia competes in eventing on her horse and has done so since she was very young. Mia is always training for competitions and enjoys having different goals to work towards.

Jane Jeffries - Office Assistant

Jane grew up in a small village in Weston Super Mare and studied Performing Arts at college. She then worked in the UK as a Magicians Assistant and abroad for TUI Holidays. After starting a family, she decided to work closer to home within an Office Environment.

 

Jane joined Phoenix in 2022 and is very pleased to be a part of the team. She likes to spend her free time eating out with friends and trying new recipes at home. Jane also enjoys spending time with her family, exploring the outdoors and enjoying camping holidays.

Debbie Smith - Office Assistant

Debbie joined Phoenix on 1st October 2022 as an office assistant.

 

She qualified as a teaching assistant and has undertaken many courses like First Aid, Child Protection, Therapeutic Parenting and many more. After working from home for over 10 years she wanted to start a new career.

 

Debbie is married with 4 children and 10 grandchildren. She is also a foster carer and has been doing this for over 10 years, fostering over 30 children.

 

She loves holidays and has a holiday home in Devon which she uses as much as possible.

“Phoenix live up to their name: like ashes from the fire they come up with creative, but always legal, ways to obviate the need to pay unnecessary taxes.”

Mike Hannay, founder and director of Force 4 Computing Limited

3a Yeo Bank Business Park

Kenn Road

Clevedon

Bristol

North Somerset

BS21 6UW

Mon - Fri: 09:00 - 17:00

enquiries@phoenixtax.co

01934 237 970

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​ 2023 Force 4 Computing Ltd

Claire has worked a number of years in Accountancy practices both in London and the South West Area and is ACCA qualified.  She has also worked as a Finance Business Partner and Financial Controller in commerce for businesses with up to £10 million in turnover.

 

She has extensive experience working with clients in compliance, including accounts, management accounts, company tax, VAT and payroll.  As well as advising in software set up, providing advice and guidance with software on the market, such as Xero, Sage, QuickBooks and FreeAgent. Claire enjoys working with clients to prepare tax planning, together with giving support with running their accounts systems and giving advice on areas to develop.

 

Outside of work, Claire loves to socialise with friends and family. Also enjoying travelling and eating out.  As well as walking her Cockerpoo, Barney who loves to go on long walks. She also volunteers at the local Academy school as a Governor.