Six Blick Rothenberg Partners featured in Spears 500 2024

Spears 500 – Accountants & Tax Advisers Index 2024

Six partners from Blick Rothenberg have been named in the Spears 500 ‘2024 Accountants & Tax Advisers Index'

The index is Spear’s magazine’s selection of the best Accountants and Tax advisers for High-Net-Worth (HNW) Individuals.

It is drawn up based on peer nominations, client feedback, telephone and face-to-face interviews, data supplied by firms, and information gathered by Spear’s editorial and research teams.

A massive congratulations to the five partners in our Private Client team to be named in the Spear’s Tax & Trust Index 2024. I am delighted to have such a strong cohort of our Partners represented in Spear’s once again, reflecting the strength and value of our Private Client team. Spear’s is an industry leading private client publication, and their recognition speaks volumes of Blick Rothenberg’s Private Client focus.

Nimesh Shah

CEO

View Nimesh's profile

Receiving the Top Flight category again this year is Nimesh Shah, CEO of Blick Rothenberg. Nimesh was appointed in August 2020, joining the firm in 2012. He has a keen interest in the UK’s tax policy and regular input into Government consultations.

John Bull, Head of Private Client, has received Top Recommended. He joined Blick Rothenberg in August 2016 and has over 13 years of experience as a personal tax advisor, specialising in advising private clients on their US/UK personal tax issues.

Also receiving the Top Recommended category is Lisa Gray, A US/UK Private Client Partner; she has been at Blick Rothenberg for over 6 years and in the industry for over 10 years. She provides advisory and compliance services to trustees and beneficiaries in the UK and the US.

Michael Holland, Partner at the firm has received Top Recommended; he works only with business owners exposed to UK & US tax. His specialisation is working with American clients living in the UK who want to manage their global tax and support US residents to expand their UK businesses.

Roger Holman, Partner at the firm has also received Top Recommended as he did last year. He has nearly 25 years of experience in the field, specialising in private client tax matters. His primary focus is tax that affects the individual, such as income tax, Inheritance Tax and Capital Gains tax.

Mark Levitt, Partner has also recieved Top Reccommended. A Chartered Accountant and Chartered Tax Advisor; Mark joined Blick Rothenberg in November 2018. Mark is an expert in advising corporate and private clients on all tax issues and has particular expertise in advising high net worth individuals and sits on the Private Client Committee of the Institute of Chartered Accountants of England & Wales and represents the ICAEW on the Wealthy External Stakeholders Forum, which deals with the personal taxation affairs of the UK’s wealthy individuals.