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Tilney Smith & Williamson expands tax team with new director

Patel has worked closely with law firms and trust companies, often being ‘instrumental’ in the planning around US connected individuals of family trust structures.

Tilney Smith and Williamson has announced that it is expanding its US/UK tax team by appointing Sarjul Patel as tax director.

Patel has a wealth of experience in the US international space, primarily focussing on US individuals including those with interests in US and non-US based trusts.

He has worked closely with law firms and trust companies, often being “instrumental” in the planning around US connected individuals of family trust structures.

According to the firm, Patel is able to draw on his knowledge and experience to navigate clients through their US/UK tax obligations, in a manner which is easy to understand. He has previously worked for top 50 and boutique firms specialising in US/UK cross border tax matters and is a fellow of the Association of Taxation Technicians and an IRS Enrolled Agent.

Adam Smith, head of US tax at Tilney Smith and Williamson, said: “Sarjul is a fantastic appointment for us as we grow the US tax team ahead of our re-brand to Evelyn Partners this summer.

“His technical expertise and experience expands our US tax offering in what is a highly complex area of US international taxation. US beneficiaries of foreign trusts face a plethora of rules and reporting obligations that require expert guidance.”

Patel added: “The culture, values and vision of the firm are very much aligned to mine and I am extremely pleased to be part of the next chapter for the firm. With US connected clients being more prevalent than ever, I look forward to building the US/UK tax team to support the complex needs of these clients.”

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