BKL in Spear’s Accountants & Tax Advisers Index 2023

Three members of BKL’s private client team have been included in the latest edition of the Spear’s Accountants & Tax Advisers Index:

The Index is linked to Spear’s 500, the prestigious annual guide to the top private client advisers, wealth managers, lawyers and service providers for high net worth (HNW) and ultra high net worth (UHNW) individuals. Available as a paperback and an online directory, it is updated each year to keep it authoritative. To reflect the high demand for leading financial advisers, it has grown beyond its name and features over 1000 professionals.

Geraint Jones, a Recommended Adviser in Spear’s since 2018, is ranked as Top Recommended. Geraint’s Spear’s 500 entry explores the bespoke, flexible and confidential service which he and our private client tax team provide to people of HNW and UHNW – especially for property, non-domiciled individuals and non-resident individuals. It emphasises Geraint’s personal commitment to improving tax efficiency for people with multiple assets and sources of income.

Geraint is also a Top Recommended Adviser in this year’s Spear’s Cryptocurrency Index.

Geraint Jones

Lindsay House has also returned as a Recommended Adviser for 2023. Lindsay’s Spear’s 500 entry discusses the complete service which she and the team provide to HNW & UHNW individuals, trusts and trustees. It highlights Lindsay’s dedication to combining specialist tax knowledge with a personal service for clients’ individual and complicated needs.

Jeff Hartstone is a Recommended Adviser as well. Jeff’s Spear’s 500 entry explains how he ‘looks after the individual and the business together’ and exemplifies BKL’s supportive and personal service.

BKL’s Spear’s 500 entry gives details of how we work together to support HNWIs and UHNWIs in the areas of wealth management, trusts, estate planning, inheritance tax and probate services.

We’re glad to be so strongly represented in Spear’s this year, alongside so many other accomplished advisers. We look forward to sharing our specialisms and experience with our clients throughout 2024.

For more information about how our private client tax team can help you, please use our enquiry form or contact Geraint, Lindsay or Jeff directly.

NICOLA HALL

BILSHAN MENSAH

Sam Inkersole

In 2022, Sam won the Taxation’s Rising Star award at the Taxation Awards in and was named in the Accountancy Age 35 Under 35.

Jon Wedge

While Jon’s client work focuses on the financial services sector, he also oversees the firm’s assurance service, as well as supporting the trainees following in his footsteps.

ELANA DIMMER

Elana joined us in 2017 as an ACA trainee, after graduating from Durham University where she had studied languages. She is now a manager in our assurance team.

ENQUIRY FORM

By submitting this form, the data provided will be used to perform your request according to our privacy policy.