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Movers and shakers: 25 July 2024

22 July 2024
Issue: 4946 / Categories: News
The latest appointments this month.

Chartered accountants haysmacintyre has appointed Majid Hussain as a partner and head of private client. 

He joins from Evelyn Partners and has experience across all areas of private client tax. A qualified tax adviser and barrister, Majid advises international families with complex overseas structures, with former clients including private equity executives, professional sportspeople, entrepreneurs and family offices.

Majid takes over the role of head of private client from Katharine Arthur and co-head of private client Andrew Broome. Both remain as partners in the private client team.

Majid said: ‘I am delighted to be joining haysmacintyre as head of private client. At a time where there is so much uncertainty around the UK tax system, including with the non-domiciled regime, there will of course be challenges ahead for many private clients and international families. I look forward to tackling these issues both in the current, evolving landscape and in future.’

Managing partner Natasha Frangos said: ‘We are very excited to have Majid joining the firm. New leadership helps to inject fresh thinking and energy, supporting our aim to continuously improve and evolve our offering across all service lines and sectors.

‘I would also like to thank Katharine and Andrew for their service and ongoing support.’


Emma Queen has joined Evelyn Partners as a business tax partner in its Cambridge office.

She was previously with PwC where, as director of private business, she worked with business owners and entrepreneurs to help them achieve their personal and professional goals including transaction support and efficient structures.  

Regional managing partner Stephen Drew said: ‘Emma brings extensive experience of working with private businesses to help them grow and succeed. This is very much the market where we see continued opportunities to work with more clients in the region. I am confident that Emma’s tax and financial expertise in this area will be invaluable for the ongoing success of our business.’

Emma added: ‘I am so excited to be joining the team at Evelyn Partners. The mid-market in Cambridge and East Anglia is thriving. This market is my home in all senses of the word. I love working with family businesses and entrepreneurs on mapping out a plan, tackling difficult decisions together, seizing opportunities and ultimately maximising value.’


Blick Rothenberg has announced two tax partner promotions.

Annie Hughes has been promoted to partner in US/UK private client which she joined in 2013. Annie said: ‘I specialise in providing tax advice to internationally mobile Americans and individuals looking to move to the US. Over 2,200 high net worth individuals moved to the US in 2023. I speak with individuals every week who are being head-hunted or taking their successful UK businesses to the US. Ensuring individuals understand the complexities of the US tax system and structure their affairs efficiently before the move is key.’

Lisa Gray has also been promoted to partner in US/UK private client. She has been with the firm for more than six years and in the industry for over ten years. Lisa said: ‘Americans love a trust, and when the settlor or their families move around the world, we see first-hand the impact local tax law can have on a family’s wealth. It is a common misconception that all trusts are used to shelter assets from taxation.’

In addition, Sarah Wilson-Nolan (corporate tax), Kugan Panchalingam (private client) and Oliver Burton (US/UK private client) have been promoted to director.


Claritas Tax has recruited tax managers Amy Barrows and Chloe Lee. They will work in the firm’s private client team, led by partner Sam Hart. 

Amy is based in the Glasgow office, which opened at the start of the year, and Chloe joins a thriving Manchester office.

Sam Hart said: ‘I am delighted to welcome both Amy and Chloe to our fast-growing tax practice. Their skill and expertise will be instrumental to our business as we continue to expand to meet the growing demand we are seeing from private clients for professional tax planning advice. I am very much looking forward to working with them both and spending even more time in our northern regions.’

Iain Wright, founding partner and head of Birmingham office, said: ‘Amy and Chloe are key hires for Claritas. I am excited that we are able to draw upon their experience and knowledge to help realise our ambitions during our exciting growth journey.


BDO has appointed Adam Frais as the firm’s new head of tax, effective from 1 October 2024.

Adam will sit on the firm’s new leadership team and also chair the tax executive committee. He succeeds Andy Butterworth who will step down from his role as head of tax but will continue on the leadership team as chief operating officer.

Adam joined the firm as a trainee in 1991, working his way up to partner in 2001 and has led the firm’s London tax team since 2016. To date, his client work has primarily focused on transactions and private equity.

Adam said: ‘It’s exciting to take on this role at a time when our clients face so many varied challenges. New international tax and environmental obligations are placing new compliance pressures on businesses. Meanwhile, employers and private clients will have to adapt to tax changes introduced by the incoming government.


Saffery has appointed Joshua Creedy as private wealth director in its Edinburgh office. He advises clients on a range of issues including inheritance and succession planning, property and business investments and disposals and cross-border non-resident and non-domicile matters. 

Joshua said: ‘I am thrilled to have joined the team. The Edinburgh practice has grown 30% over the past three years both in terms of headcount and turnover and I’m looking forward to playing a part in its continued expansion.’


Grant Thornton UK LLP has made two appointments in its global mobility team. Jo-Anne Allen has joined as partner and Heather Smallwood has been promoted to partner. In addition, Ian Rowland has been promoted to innovation tax partner. 

Jo-Anne, who has a legal background and more than 20 years’ experience in global mobility, will be based in London and the south. She specialises in supporting mid-market companies, outside the FTSE 100, whose size often means that they do not have a mature in-house global mobility function or the internal resources to manage the complexities of a global network. 

Heather is a chartered tax adviser with a career in global mobility and international employment tax and social security spanning more than 25 years. She is based in Aberdeen where she specialises in the energy sector. Her experience ranges from assisting large, multi-national companies with solving their complex UK and international employment tax and social security-related problems, to advising small businesses just starting to operate internationally.  

Based in Manchester, Ian has been working with businesses undertaking research and development across all sectors for more than 20 years. He will continue to support a range of clients of all sizes, with a focus on fast growing businesses across the mid-market.    

PKF Francis Clark has promoted Laura Howson to tax director.

Based in Salisbury, private client tax specialist Laura provides advice on a range of private client matters and specialises in working with high net worth individuals and those with complex affairs. She assists with HMRC tax enquiries, HMRC disclosures, capital gains tax planning and inheritance tax advice. She is also a member of the firm’s international tax advisory team specialising in offshore matters, including annual tax on enveloped dwellings, non-domiciled individuals and UK residency issues.


Rachel Hendry has joined the Consilium’s personal tax team. Formerly with MHA, Rachel specialises in advisory and compliance services for personal tax clients. She will manage a portfolio of private tax clients and junior team members, as well as supporting trainees pursuing tax qualifications.

Director of personal tax Joyce Fleming said: ‘We’re really pleased to bring Rachel into the team. She will play a vital role in looking after our growing portfolio of personal tax clients and is a great addition for the future.’


Henderson Loggie tax partner Kimberley Thomson has been appointed to the Institute of Chartered Accountants of Scotland (ICAS) tax board. 

Kimberley has been head of tax at Henderson Loggie since 2019 and previously had over 20 years’ experience with the big four firms. With a comprehensive background in international tax matters, Kimberley is adept at navigating complex tax regulations and understanding their implications for various business structures.

Kimberley said: ‘I am honoured to join the ICAS tax board. I look forward to sharing my expertise in tax policy and owner-managed businesses to help shape effective and ethical tax practices. My experience in international tax matters and understanding the impact tax changes have on owner-managed businesses, will enable me to contribute meaningfully to our discussions and initiatives. I am excited to collaborate with fellow board members to promote transparency, compliance, and fairness within the tax system.’

Moore UK has announced Mark Lance as chief executive officer and Matt Meadows as chair.

A Moore veteran, having worked for the original London member firm in the 1990s, Mark’s focus is expanding the Moore brand in the UK.


The new Treasury team has been announced. 

Rachel Reeves has been appointed chancellor of the exchequer. James Murray is exchequer secretary to the Treasury responsible for the UK tax system generally. Tulip Siddiq is the new economic secretary to the Treasury responsible for financial services and financial services tax, as well as pensions and personal savings tax.

Finally, Darren Jones becomes chief secretary to the Treasury and Lord Livermore financial secretary to the Treasury.



Issue: 4946 / Categories: News
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