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The Transformation Network

Tax Accountants

The Aphrodite Members

Smith & Williamson – Private Client Tax Services

Joss Dalrymple – National Head of Private Client Tax Services

Nicki Shilston – Partner, Private Client Tax Services

Smith & Williamson is ideally placed to assist private clients, due to the breadth of services it has to offer. The firm regularly wins industry awards for its tax, investment management and financial planning services and manages complex situations while maintaining a very personal approach.

The private client tax team works closely with other related disciplines such as financial planning and investment management to provide tax solutions for individuals and their families as their personal circumstances and needs evolve through the years.  This could see us advising on the tax implications of divorce, redundancy, retirement or inheritance.

Contact: Joss Dalrymple – Tel: 020 7131 4297 – email:  joss.dalrymple@smithandwilliamson.com

Nicki Shilston – Tel: 020 7131 4416 – email: nicki.shilston@smithandwilliamson.com

www.smithandwilliamson.com


Lynne Rowland – Kingston Smith LLP – Private Client Tax and Legal Services

We understand that sometimes your life can take an unexpected turn.  Divorce, bereavement and redundancy are by their nature life changing events which can be both complex and bewildering. Kingston Smith has had extensive experience in advising individuals and families on estate and tax planning, helping you to simplify matters and make the right decisions for you.

Divorce settlements can be complex, but by involving an accountant in divorce proceeding, we can investigate and examine your finances in detail and present a clear picture of the issues concerned,  achieving a better financial result for you in your divorce settlement. Once settlement has been reached we are also able to guide you in restructuring your affairs in a manner that suits you and, where applicable, your business in a practical and tax efficient manner.

Kingston Smith also has a specialist tax, probate, trust and estate planning department which deals with the full breadth of matters arising from divorce settlements and inherited legacies. We offer a wide range of services across the fields of tax and estate planning, Will and Trust drafting and administration and the preparation and lodgement of Powers of Attorney.

With offices in London and the south east and as a founding member of KS International, an association of independent accountancy firms around the world, Kingston Smith is well placed to advise both UK and non –UK domiciled individuals with UK and international affairs.

Contact: Lynne Rowland – Tel: 020 7566 3606 – lrowland@kingstonsmith.co.uk – www.kingstonsmith.co.uk


Buzzacott Chartered Accountants

Claire Collins – Director – Tax & Financial Management
Life is full of change. From divorce to redundancy, downsizing to retirement, each new phase in life arrives with its own financial implications. We are guided by values inherent since Buzzacott began – to be a partner you can trust. And so, no matter what your situation, rest assured that the financial planning, compliance and advice we provide will be a bespoke response to your personal situation. Our approach is built upon broad expertise and personal connections. So as we collaborate, analyse and make recommendations, we build enduring relationships too.

Buzzacott is a Top 25 UK accountancy firm which combines niche expertise in regulation-intensive sectors with excellence in mainstream tax, financial management services and life planning solutions. Being an independent member of PrimeGlobal, a high-profile association of over 360 public accounting firms and business advisors in 90 countries, enables us to combine a multinational capability with the better informed, more personal approach of an independently successful local firm.

Contact: Claire Collins – Tel: 020 7556 1238  CollinsC@buzzacott.co.uk – www.buzzacott.co.uk


Moore Stephens – Private Client Services

Simon Baylis, Head of Private Client Services

Mark McMullen, Partner, Private Client Services

As a leading accounting and advisory firm, Moore Stephens supports a broad range of families, trusts and entrepreneurs. We are listed in Tier I of the 2018 eprivateclient Top Accountancy firms, and were shortlisted for Private Client Practice of the Year at the 2018 Taxation Awards.

We are known not only for our technical quality, but also for the long-term relationships we build with clients, which facilitate a deep understanding of their issues and objectives.

We don’t just offer standard tax compliance and advisory services. We advise clients on tax issues when life changing events such as divorce,  retirement or bereavement occur and work with financial planning colleagues to make sure that the financial (as well as the tax) implications of change are clearly understood and planned for.

Tax issues can be complex. We help clients reduce their tax burden and ensure they establish the appropriate structures to safeguard, maintain, invest and pass down their wealth.

We help our clients thrive in a changing world.

Contact: Simon BaylisTel: 020 7651 1605 – email: simon.baylis@moorestephens.com

Mark McMullen – Tel: 020 7651 1047 – email: mark.mcmullen@moorestephens.com

www.moorestephens.co.uk