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Suzanne Willis

Partner

Private Client

suzanne.willis@blickrothenberg.com

Find me on LinkedIn

+44 (0)20 3141 2703

The thing I enjoy most about my job is being able to help solve complex cross border tax issues and creating long lasting trusted relationships with my clients.

I am a Chartered Tax Adviser, an agent enrolled to practice in front of the Internal Revenue Service and a Trust and Estates practitioner.

I joined Blick Rothenberg in July 2018 upon the firm’s acquisition of Westleton Drake. I specialise in advising high net worth individuals and their families on US/UK international trust and estate tax issues.

I have over 20 years’ experience practising US and UK tax – first, having spent 15 years at a well-known London tax firm, then establishing my own US and UK tax advisory practice.

Previously, I was a member of the STEP Cross Border Estates special interests group, and am an active conference speaker in respect of US tax issues, especially in relation to trust matters.

The thing I enjoy most about my job is being able to help solve complex cross border tax issues and creating long lasting trusted relationships with my clients.

Specialist areas

  • Advising on issues including US/UK international trust and estate tax advice, including US taxation of foreign trusts.

Qualifications and positions of note

  • Chartered Tax Adviser (CIOT)
  • Enrolled Agent (EA)
  • Member of the Society of Trust and Estate Practitioners (STEP)

I am based at

City of London

Insights

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