Simon Goldring, formerly Partner and head of tax and private client at RadcliffesLeBrasseur Solicitors, has resigned to join Trowers & Hamlins.
Simon acts principally for high net worth clients who wish to mitigate taxation at all levels both domestically and internationally. His specialties include UK and International tax planning; UK and international Private Client; US tax planning; corporate tax planning; asset protection.
Burges Salmon has made up 3 new partners, including Suzanna Harvey, who is a specialist in international tax and trusts work.
Suzanna has substantial experience of advising non-UK domiciliaries on the income tax, capital gains tax and inheritance tax implications of UK residence, and about international estate planning. In addition, Suzanna provides trust advice to numerous international trust companies and individuals, including drafting trust documentation, advising on general trust law issues and advising on policy documentation.
Completing the trio are two lawyers from Burges Salmon’s market leading energy and environment team, demonstrating a continued commitment to delivering high calibre work in some of the firm’s key sectors.
Hot on the heels of the news of Mills & Reeve’s acquisition of George Davies in Manchester, the Firm has announced six new internal partner appointments from 1 June 2013.Alison Bull and Deborah Clark will become partners in the Manchester family and private tax teams.
Deborah is a barrister and a chartered tax adviser, having spent some time working in accountancy. She moved from Birmingham in 2009 to establish our private tax team in Manchester and her innovative work on family investment companies helped the firm to secure the Private Client Team of the Year trophy in last year’s Manchester Legal Awards.
Both Alison and Deborah will play leading roles in the integration of our George Davies colleagues into the Manchester office.
John Grundy will be a partner in private tax in Birmingham. He is chairman of the Birmingham branch of the Society for Trust and Estate Practitioners.
Graeme Privett became a Partner within Rawlinson & Hunter’s Private Client Tax team on 1 April 2013.
Graeme, a Chartered Tax Adviser and Trust and Estate Practitioner, joined the firm’s private client tax group in 2002. He advises on a wide range of personal tax issues for both UK and non-UK domiciled individuals, including those clients with complex and substantial non-UK interests. Graeme manages the general tax compliance for a portfolio of clients and provides practical advice taking into account the increasing reporting requirements.
Graeme is experienced in dealing with tax advisers in other jurisdictions, in particular with the United States, to provide comprehensive advice.
Thomas Eggar has promoted two of its private client lawyers to the partnership.
Caroline Shelton, based in Gatwick, is a private client lawyer with 12 years’ experience. She specialises in all aspects of estate planning advising a broad cross section of clients on wills, trusts and capital tax planning. She also acts in the administration of high value and complex estates and, in recognition of her work with elderly and vulnerable clients, is a full member of Solicitors for the Elderly.
Darran Fawcett sits in the Chichester office. He joined the firm in 1990 and as trust manager and has been responsible for the administration, accounting and taxation of approximately 1,000 trusts. Darran is also treasurer for the Sussex branch of STEP.
International law firm Taylor Wessing has today announced the addition of a new lateral hire to its market leading Private Client practice. Sanjvee Shah is set to join the firm on 7th May 2013 from Speechly Bircham, where she was a Partner in the Private Client division.
Sanjvee is highly experienced in advising wealthy foreign domiciled individuals and families on their personal affairs including their UK and foreign interests, either held personally or via offshore holding structures. She also advises professional trustees, family offices and individuals on a wide variety of trust and administration matters.
“I am very excited about joining a firm that has strength and depth in the Private Client field and is able to fulfil the sophisticated personal and business needs of high net worth clients on an international basis. Taylor Wessing has long been recognised as a leader in the Private Client arena and I look forward to utilising this established platform to help the practice develop further in regions including the Middle East, South East Asia and India.”
Mark Buzzoni, Head of the Private Client team at international law firm Taylor Wessing says:
“Sanjvee’s appointment is a further indication of Taylor Wessing’s commitment to developing the Private Client group, which is a key focus for the firm internationally. Sanjvee’s excellent contacts, alongside her strong reputation in the market for advising high net worth private clients, fit very well with our focus on international growth.”
Sanjvee’s appointment follows the recent promotion of Kirstie McGuigan to the firm’s UK partnership.
Kirstie has been with the firm since 2007 and specialises in the resolution of disputes relating to the formation or administration of trusts and estates both in a UK and international context. She also works on non-contentious matters such as trust creation and administration.
The firm’s large international Private Client practice now comprises more than 50 lawyers including 23 partners.
Geller & Company, a premier strategic financial advisory firm, has announced that Tricia Levin has been named Partner in Charge of Geller Tax Services (GTS). Ms. Levin will be responsible for developing and shaping the tax business strategy for the firm and its clients. She will also play a key role as part of the executive team of Geller Family Office Services LLC (GFOS), the firm’s family office and wealth advisory business, and help guide its strategic direction.
Ms. Levin joins Geller & Company from Deloitte’s Private Company Services practice in New York where she spent more than seventeen years serving high net worth individuals and families, as well as private equity firms, including the firm’s largest private equity client. Ms. Levin’s wide-ranging experience with partnerships, LLCs, and S-corporations enabled her to deliver value in many ways, including LP/LLC agreement review, entity and transaction structuring, income tax planning, and negotiating with IRS and state taxing authorities for some of Deloitte’s most complex private equity tax engagements, as well as the funds’ general partners and other ultra-high net worth individuals. She also provided valued technical and investor relations guidance to her clients.
Martin Geller, founder and Chief Executive Officer of Geller & Company and GFOS, said, “We are delighted to welcome an executive of Tricia Levin’s caliber as the new Partner in Charge of GTS. Tricia has a record of delivering superb advice to sophisticated tax clients, as well as excellent technical skills and competencies across multiple tax areas. We are extremely impressed with Tricia’s leadership and inter-personal skills, and look forward to her further building the team and mentoring talent at all levels of GTS. Bringing Tricia to Geller is an important step in our efforts to continuously enhance our capabilities, performance and service level for each of our clients.”
Ms. Levin said, “A cornerstone of Geller’s financial advisory practice is the talent of the firm’s tax professionals who have delivered excellent value-added services for both individual and entity level relationships. It is a privilege to become part of the Geller organization and I look forward to working with the various tax professionals to continue to grow the firm’s premiere corporate, partnership and non-profit tax and private wealth management businesses.”
Ms. Levin joins a GTS team comprised of more than 40 tax professionals with experience in tax disciplines ranging from corporate federal, state, local and international compliance, as well as planning for Fortune 500 size companies and tax advisory value added services such as state and local tax audit planning, R&D tax credits, and cost segregation studies. The GFOS team has over 50 talented professionals who have extensive family office and wealth advisory experience. By the end of 2012, based on the efforts of this team, GFOS is expected to have in excess of $5 billion in AUA and $1.5 billion in AUM.
To capitalize on its success in developing clear insights into often complex financial issues, Geller has enhanced its talent base by continually hiring high quality professionals in various aspects of its business. In recent years, GTS has been significantly strengthened through a number of key hires, including Christopher Clabby, Director of Tax Advisory Services, and Stan Trotta, Director of Family Office Tax. GFOS has been enhanced through the addition of professionals such as Rob Wedeking as Chief Investment Officer, Susan W. Sofronas as Senior Client Relationship Partner, Era Jacqueline Yoo as Client Relationship Partner, and Jonathan Barbato as Director of Manager Selection. Geller & Company also recently named Jerry Leamon, who most recently was Global Managing Director for Deloitte, as Vice Chairman of its Advisory Board. Each of these individuals has had a long and successful career and has been extremely successful in working in Geller’s collaborative culture and helping the continuous strengthening of the organization.
Ms. Levin is a Certified Public Accountant with a master of science in taxation from Fordham University (2001) and a bachelor of business administration in accounting and finance from Emory University (1995). She is a member of the AICPA and NYCPA Society.
About Geller & Company Founded in 1984, Geller & Company is a strategic financial advisory and wealth management firm that has long-standing relationships with its clients and works closely with them to understand their specific needs and deliver a suite of services across its business segments. The services offered include strategic and operational CFO services; financial reporting and accounting; technology; tax advisory services and compliance for corporations, partnerships, nonprofits and individuals; and family office and wealth management services. Geller’s clients include businesses, non-profits and high-net-worth individuals and families.
Laurence Parry joined HedgeStart Partners LLP this month.
Laurence has specialised in advising owner managers and private clients on tax matters for over 20 years. Whilst Laurence’s focus is on tax solutions, he believes passionately that the answer must fit with the specific client’s commercial and personal objectives. Rarely will an ‘off the shelf’ product be optimal. Laurence joined HedgeStart as a partner in 2012 and leads the growing private client tax practice.
Prior to joining HedgeStart, Laurence was an anti-avoidance adviser within HM Revenue and Customs, so is well placed to give advice concerning HMRC enquiries and any issues arising. As a key member of several policy teams in the private client field, he brings up to date and in depth knowledge. Before HMRC, Laurence was a tax partner for over 10 years in a similar sized firm to HedgeStart, delivering creative tax and commercial solutions across his client base.
After reading History at the University of York, Laurence qualified as a Chartered Accountant and Chartered Tax Advisor with Ernst & Young and spent his early career with KPMG.
He is also an accredited mediator with the Centre for Effective Dispute Resolution, and can assist all clients in commercial and tax negotiations and disputes.