Business

Cowgills expands tax team with senior hires

It said the senior strategic hires ‘further expand’ its full service offering for SME businesses and individuals, providing ‘expert advice and guidance’ on IHT planning

Bolton-based business and advisory firm Cowgills has announced it has expanded its tax team with the appointment of director Michelle Willson to continue to grow its Inheritance tax (IHT) planning and trust advisory services.

Wilson, who joins as private client director, previously worked with EY and brings over 18 years’ experience to the firm. Cowgills also revealed the team has been strengthened with the addition of Sophie Mellor who joins the firm as manager.

It said the senior strategic hires “further expand” its full service offering for SME businesses and individuals, providing “expert advice and guidance” on IHT planning and the use of trusts to protect wealth and mitigate tax liabilities.

Cowgills head of Tax Lisa Wilson said: “I am thrilled that Michelle has joined the team, her experience and knowledge in the use of trusts is a fantastic addition to help guide our clients in considering their future family wealth strategy. We are actively expanding the team to ensure we continue to offer our owner-managed business and individual clients a holistic advisory service wherever they are in their financial lifecycle.”

Michelle Willson said: “Our clients have a much clearer understanding of the importance of future planning around issues such as inheritance tax. It is best to start those conversations off early, implementing specific tailored plans to safeguard assets as much as possible for the next generation, whilst mitigating potential future tax liabilities.

“Significant key life events such as a business sale, marriage, divorce and inheritance are the usual drivers for IHT planning but exposure can happen at other times and we offer all of our clients a full review.”

She added: “Cowgills act as a trusted partner through the entire lifespan of a client, often supporting people through what can be very challenging times. It’s fantastic to join such a progressive firm and be able to work so closely with clients adding real value to their family situation.”

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