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Blick Rothenberg experts featured in Spear’s 2020 Tax & Trust Advisers Index

CEO Nimesh Shah and Private Client Partners Caroline Le Jeune and Suzanne Willis have been named in Spear’s list of top recommended tax and trust advisers.

The Spear’s Tax & Trust Advisers Index is used by global high net worth Individuals that are looking for the best tax accountants and lawyers to help them navigate revenue regimes and cross-border issues and to set up sensible structures.

Blick Rothenberg CEO, Nimesh Shah, said: “I am incredibly proud to see that Caroline Le Jeune, Suzanne Willis and myself were named in the Spear’s Magazine Top Recommended Tax & Trust Accountants Index. As an additional accolade, Suzanne also made it into the Top 10 Tax & Trust Accountants list, after winning the Private Client Accountant of the Year Award at the 2019 Spear’s Magazine Wealth Management Awards.

“It’s amazing that we have three of our people listed in one of the leading publications in the private client industry. Once again, it shows the quality of our private client teams and recognition of the excellent service and advice we provide to our clients.”

Nimesh Shah

Nimesh took the reins as CEO of Blick Rothenberg earlier this year but seems undaunted by the task ahead of him at the 600-person firm.

He tells Spear’s that one of his aims is to continue building relationships with entrepreneurs, many of whom come from the tech sector and work with Blick Rothenberg all the way from the start-up stage of their business through to a successful exit.

Another aim is to use technology to make processes easier for clients. “But,” he warns, “I don’t want us to become robots. The core of Blick Rothenberg is that we are a private client firm.” That means personal interaction and relationships are crucial.

Caroline Le Jeune

“I place great emphasis on getting to know what each family needs and what will be appropriate and flexible for them in the future,” says Caroline Le Jeune in her mission statement.

She has overseen succession planning advisory at BDO and specialised in chartered tax advisory at PwC for a decade. A qualified solicitor, she joined Blick Rothenberg in 2014, where she now focuses on international families.

Caroline helps high net worth individuals to structure offshore assets and find the best tax jurisdictions should the need to move arise. Her specialisms include onshore and offshore trusts, tax issues that arise from separation, divorce and family disputes, as well as intergenerational planning.

Suzanne Willis

Suzanne Willis took top honours among private client tax accountants at last year’s Spear’s Wealth Management Awards as the judges recognised the continued strength of her practice. Willis’ previous firm, Westleton Drake, was acquired by Blick Rothenberg in 2018 as the larger business sought to benefit from its target’s US connections.

Suzanne, who has practised in both UK and US tax law since 1997, has told Spear’s she thinks of her clients as “being in the middle of the Atlantic” because of the way that business interests and family relationships tend to take them back and forth.

 

For more information, please contact Nimesh, or Caroline, whose details are to the right.