Thomas Westcott has promoted two of its senior tax managers, Paul Webb and Lisa Lane, to director-level, both of whom are based at the firm’s Exeter office on Southernhay East.
Webb joined the firm eight years ago and he has 24 years’ experience dealing with most areas of personal tax and has a detailed knowledge of UK tax laws and compliance issues.
He specialises in helping individuals with overseas aspects to their affairs. This includes advising clients with moves into or out of the UK, non-domicile, and remittance basis planning or with double tax issues across other jurisdictions.
Meanwhile, Lane’s career spans over 25 years and she advises clients with large rental portfolios, and stocks and share portfolios on several issues including personal tax, inheritance tax planning, trusts, and probate.
Lane specialises in looking after high net-worth individuals across the South West and she has worked for the firm for more than 14 years. She became an authorised individual for probate during her time with Thomas Westcott.
Webb said: “I am really looking forward to continuing to grow the individual tax side of the practice and develop our portfolio of clients. It means that we are even better placed to offer a more joined-up approach when it comes to servicing our clients’ needs in this niche sector of the business.”
Lane added: “While the firm has evolved and grown organically, it has maintained its ability to treat its staff as individuals, nurture talent from within and progress its own people without always looking outside the business. I look forward to continuing to play a role in that process.”
Michael Marsh, partner in the Exeter office, said: “During their time with us, both have made a significant contribution to the growth of the Exeter tax department, in terms of their support for the general private client tax practice and, particularly, in Lisa’s specialist areas of trusts and probate and Paul’s expertise in residence, domicile and international tax issues.”