Six Blick Rothenberg Partners featured in Spears 500 2025

Spears 500 – Accountants & Tax Advisers Index 2025

Six partners from Blick Rothenberg have been named in the Spears 500 ‘2025 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.

Congratulations to our Private Client partners to be recognised in the Spear’s Tax & Trust Index 2025. Private Client has been in the DNA of Blick Rothenberg throughout our 80-year history. To have so many of our partners named in the Spear’s index once again reflects the strength and value of our Private Client team.

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. He is Vice Chair of the Global Executive Board of Allinial Global and a Trustee at Change Please.

John Bull, Head of Private Client, has received Top Recommended. He joined Blick Rothenberg in August 2016 and has over 14 years of experience as a personal tax advisor, specialising in advising private clients on their US/UK personal tax issues.

Receiving the Recommended award is Lisa Gray, A US/UK Private Client Partner; she has been at Blick Rothenberg for over 7 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.Also awared Recc

Also awarded Reccommended is Kelly Greig. Kelly is a dual-qualified solicitor and Chartered Tax Adviser with over 20 years’ experience advising international high-net-worth individuals and corporates on cross-border tax and succession planning. She serves as the worldwide Chair of the Society of Trust and Estate Practitioners (STEP) and lectures at the International University of Monaco. A recognised authority on tax treaties and international estate structuring, Kelly frequently contributes to government consultations, conferences, and professional debates worldwide.

Michael Holland, Partner at the firm has received 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.

Mark Levitt, Partner has also recieved 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.