James Hender
James Hender has advised a broad client base of financial services workers and the first-generation wealthy for many years now.…
ByMonth: September 2020
Nicola Roberts
Nicola Roberts is the highly commended head of private clients at Deloitte. She oversees a ‘big, diverse practice’ that does…
By
Suzanne Willis
Blick Rothenberg partner Suzanne Willis took top honours among private client tax accountants at last year’s Spear’s Wealth Management Awards…
By
Mark Davies
Mark Davies has described himself as the ‘energy business’ of the offering at his eponymous firm. ‘It’s my job to…
BySimon Weil
With more than 40 years in private practice, Simon Weil’s ‘broader practice’ of private wealth matters is more comprehensive than…
By
Victor Dauppe
Victor Dauppe has one simple purpose: to help people structure their affairs. ‘Simple’ being the optimal word: he believes that…
By
David Kilshaw
‘There is a good argument to be made that the UK tax system has completely revolutionised itself in the last…
By
Alison Hill
‘I’m definitely a lifer at this point in time,’ jokes Alison Hill as she describes her 22-year career at PwC.…
ByWendy Walton
Wendy Walton is one of BDO’s key figures, having climbed the ranks since starting as a trainee. ‘I decided I…
ByIain Younger
Iain Younger’s practice covers ‘a full range of issues’ concerning private clients with ‘proactive, planning-based’ advice based upon ‘a clear…
BySonal Shah
Sonal Shah’s star is rising in the complex tax and trusts landscape, especially where ‘complicated family dynamics’, long-standing trust matters,…
ByEmily Stoneham
Emily Stoneham is ‘an outstanding young contentious trusts lawyer’, according to Payne Hicks Beach. She joined the firm from Macfarlanes…
ByEmma White
Emma White was promoted to partner in Forsters’ private client department in April. She works on a range of complex…
By
Robert Brodrick
‘Our work continues regardless,’ says Robert Brodrick, carrying a soothing sense of stability during his catch-up with Spear’s despite the…
By
What is a prenup? 10 questions about prenuptial agreements answered
The value of prenuptial agreements has become increasingly clear in recent times, particularly for HNWs who have assets to protect.…
ByJulia Rosenbloom
A partner in Smith & Williamson’s private client tax services Birmingham outpost, Julia Rosenbloom has been busy guiding clients through…
ByAndrew Goldstone
Andrew Goldstone established Mishcon de Reya’s formidable tax and wealth planning group more than 15 years ago, and he continues…
By
Portnoy’s complaints: The Pied Piper to a new generation of day-traders is taking on Wall Street
Dave Portnoy has become the standard-bearer for millions of new, inexperienced day-traders, who have been drawn into the market by…
By
The Colour of Money: How the Black Lives Matter movement is changing the world of wealth
The Black Lives Matter movement has begun to send ripples through the world of wealth. What does that mean for…
By
The Balmoral, Edinburgh hotel review: ‘Quite an achievement’
Cool, sleek and not a hint of tartan in sight – Rocco Forte’s luxury Edinburgh outpost is quite an achievement…
By
