Understanding the Private Client team

The needs of our private clients are diverse and often complex. As we have restarted our Quarterly Tax Digest with technical items of interest, we also wanted to give you an insight into the team itself.
To help us provide a more complete service while the tax system gets increasingly complicated, our team members have a variety of specialisms. As a team, we are continuously developing and growing, making us a well-rounded and interesting collective.

Over the course of the next four issues, we will give you a flavour of the various specialisms within the Private Client department.

General personal tax
The foundation on which our entire team flourishes is general taxation of individuals, trusts and estates; it’s the trunk of our ever-growing tree. Working closely with our clients to provide them with advice on specific transactions, and/or to prepare their annual tax returns forms the basis of our practice and from which several branches emerge.

Partners and their partnerships
One branch is that of an expertise in Partnerships. Partner Akin Coker, Senior Manager Alan Cooke and some of our more junior Tax Consultants James Currie and Steve Springett, form part of Buzzacott's Professional Practices Group team which is led by Claire Watkins, Corporate & Business Services Partner. We have a unique empathy with our partnership clients, whose affairs often share similarities with the Partners in Buzzacott, and we can offer advice from first-hand experience of cultivating a successful professional practice. In addition to the usual compliance services, this sub-team is able to provide crucial tax planning advice for the partnership and its partners/members, including restructuring and succession planning.

In the last quarter, members of the Private Client team have had a flurry of success with their exams, which lends itself to the investment of nurturing a highly skilled, resourceful department. Janine Lloyd-Altius, Howard Ledingham and Jessica Beere have worked tirelessly to demonstrate their knowledge of the core tax principles and we’re keen to see what specialised areas they might branch into as they grow with us.

We’ll be introducing you to the rest of the team in upcoming Quarterly Tax Digests, so stay tuned! 

This article was taken from the Autumn 2017 issue of the Private Client team's Quarterly Tax Digest. You can access all the other articles here.

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