Adam Rose

Partner

US/UK Private Client

Before making any tax planning recommendations, I always get to know my clients’ objectives and present simple, pragmatic solutions.

I am a UK Chartered Tax Adviser and an agent enrolled to practise in front of the Internal Revenue Service.

I have been practising US and UK tax since 2007 and joined Blick Rothenberg in July 2018 upon their acquisition of my previous firm, Westleton Drake.

I specialise in providing in-depth tax advice to US and UK high net worth individuals and entrepreneurs in the legal, venture capital, private equity and finance sectors, helping to manage their affairs in the most tax efficient way possible.

With particular expertise in advising long term resident non-domiciled clients, I help clients to deal with the tax issues surrounding expatriation planning, as well as inbound outbound residency tax planning.

I understand that for many clients, tax is an insurmountably complex area. So, before making any tax planning recommendations, I always get to know my clients’ objectives so that I can offer simple, pragmatic and bespoke solutions for their specific needs.

Specialist areas

Tax advice to US and UK high net worth individuals and entrepreneurs

Services covered

Qualifications and positions of note

Enrolled Agent (EA)
Association of Tax Technicians (ATT)
Chartered Tax Adviser (CIOT)

I am based at

City of London

Insights

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