Tuesday, 22 March 2011

Budget 2011: Government 'due £8bn windfall'

The BBC reports: The government appears to be gaining control of the public finances and could benefit from an £8bn windfall this year due to higher tax revenue and lower spending, a report suggests.

Full story at: http://www.bbc.co.uk/news/business-12800725

Thursday, 17 March 2011

Dawsons close to merger with private client firm Penningtons.

The Lawyer is reporting that Lincoln’s Inn firm Dawsons is close to sealing a merger with private client firm Penningtons after ­coming under pressure to recapitalise and keep a grip on its core partnership.

For the full story see:

http://www.thelawyer.com/dawsons-and-penningtons-set-for-imminent-merger/1007245.article

Wednesday, 9 February 2011

Heartwood Wealth Management appoint Lesley Britton as Head of Tax Solutions

Lesley has over 18 years’ experience in the industry and joins Heartwood from Deloitte where she spent eight years as a Senior Manager in the company’s private client team. She will be based in the firm's Tunbridge Wells office.

Heartwood provides integrated investment, tax and retirement planning solutions for ultra high net worth individuals from its offices in London and the South East.

Private Client Expert Rupert Ticehurst to join BLP

Berwin Leighton Paisner (BLP) has recruited one of the UK’s leading private client experts, Rupert Ticehurst, to its Trusts and Personal Tax team.

Rupert has been a partner at Herbert Smith since 2005 and headed its Private Wealth and Charities practice. He specialises in tax and trusts, particularly legal disputes for families, individuals and charities, with clients based in both the UK and overseas. He is a regular keynote speaker at major industry events and was also voted one of City Wire’s ‘Top 10 Lawyers Wealth Managers Need to Know in 2010’.

Full story at:

http://www.blplaw.com/index.cfm/Press_Releases_Articles/1408/element/88044

Thursday, 3 February 2011

Target appoint Rachel Sestini as Head of Private Client, Bath

Rachel joins from Coutts & Co. in London where she was a senior advisor in their Offshore Tax team, managing a portfolio of ultra wealthy non-dom clients. Rachel will lead Target's already significant Private Client offering in the West of England, providing advice on the full range of personal tax issues effecting entrepreneurial HNWIs, as well as developing new client relationships.

Tuesday, 1 February 2011

Coutts Private Office hires Maeve Colley-Russell

Coutts Private Office has hired Maeve Colley-Russell as Senior Client Partner
With over 20 years' experience, Maeve joins Coutts Private Office from Barclays Wealth and will oversee the affairs of ultra HNWIs with assets exceeding £30m.

See:

http://www.coutts.com/news-and-insights/press-releases/2011/coutts-private-office-appointment-/?goback=%2Egmp_2301341%2Egde_2301341_member_42065550