Joss Dalrymple and Geoff Everett have been appointed as National Head of Private Client Tax Services (PCTS) and London Head of PCTS respectively.
The new national role is to ensure that the firm continues to provide its hallmark superior standards of private client service and good co-ordination across PCTS teams in Smith & Williamson’s London, Guildford, Bristol and Salisbury offices.
“My role is to ensure good communication between offices and teams about best ideas and practices and to help develop our rising stars,” says Joss, who oversees the firm’s services focused on landed estates, high net worth individuals, non-UK domiciled individuals and the firm’s co-ordinated family office offering. “In the immediate future, our focus is on helping our clients through these challenging times and continuing to meet their needs.”
Joss’s new role mirrors Tim Lyford’s appointment as head of Corporate Tax, reflecting the growth of both sides of the business and the need for dedicated department leadership.
Geoff Everett takes over from Joss as head of the 75-strong private client tax team in London. “It’s a great honour to lead such professional and capable people,” says Geoff. “With HMRC’s ever closer scrutiny of taxpayers’ finances, we can expect more rigorous challenges from HMRC in the future, particularly for those clients with offshore interests.”
Geoff leads a London team that acts for a broad range of clients providing tax advisory, compliance and family office services to UK and foreign based private clients and professional practices.
“Everyone has worked very hard through the recession and the challenge now is to find the energy to drive the business forward and face the challenges of the future,” explains Geoff. “Our goal is to retain our core values while providing excellent client service.”
Earlier this year, Smith & Williamson won the title of Best High Net Worth Team and shortlisted for Best Tax Team of the Year at the LexisNexis Taxation Awards.