Blick Rothenberg partners and directors recognised in Spears 500

Seven people from tax and advisory firm Blick Rothenberg have been named in the Spears 500 ‘2023 Accountants and Tax Advisers Index.’

The index is Spear’s magazine’s selection of the best accountants and tax advisers for 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.

CEO Nimesh Shah again received the Top Flight category this year. He was appointed in August 2020, having joined the firm in 2012, and is said to have a “keen” interest in the UK’s tax policy and regular input into Government consultations.

Caroline Le Jeune, the head of Tax and Private Client, also received Top Flight, having again also received the same category last year. A qualified solicitor, she joined Blick Rothenberg in 2014 and has spent over 20 years working with international HNWs and non-UK domiciled individuals, their families, trusts and other related entities.

Elsewhere, Robert Pullen, a partner at the firm, was recognised in the Rising Star category. A qualified chartered tax adviser, Pullen joined Blick Rothenberg in 2014. He advises HNWs on personal tax matters and is particularly experienced in advising on property tax.

Lisa Gray, director of US/UK Private Client, also received the Rising Star category. She has been at Blick the firm for over six years, and provides advisory and compliance services to trustees and beneficiaries in the UK and the US.

Meanwhile, Micheal Holland, a partner at the firm has received Top Recommended this year. He works only with business owners exposed to UK and 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.

John Bull, head of UK/US Private Client, received 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.

Finally, Roger Holman, a partner at the firm, also received 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.

Blick Rothenberg is part of Azets Group, one of the largest tech-enabled providers of professional advisory, financial and accounting services. It has 7,600 people across its global office network.

Chris Horne, Group CEO of Azets, said: “The Spear’s 500 Index is a highly coveted publication in the private client industry. To have Blick Rothenberg represented once again by seven colleagues is testament to the depth of talent, specialist expertise, and quality of service we offer. 

“Blick Rothenberg is an important part of Azets; it is a distinguished brand within our group and our chosen markets, and we are proud of what Nimesh Shah and the team continue to achieve.”