Top 20 accountancy firm Saffery LLP has announced the promotion to partnership of six directors across its Bristol, Harrogate, London and Peterborough offices. The promotions take effect from 1 April:
Alexandra Britton-Davis is based in London and advises high net worth individuals, trustees and family offices on their UK tax affairs, estate and succession planning. She has particular expertise in dealing with the tax issues facing UK-resident non-domiciled individuals, non-UK trusts and clients with multi-jurisdictional personal or business interests.
Ross Lomas, based in Peterborough, advises a client base of corporate, entrepreneurial and international businesses across a range of sectors, including manufacturing, agricultural, construction, membership organisations, hospitality and property, reporting both under UK GAAP and IFRS. His experience spans a wide range of advisory services, including accountancy, audit, financial reporting, due diligence and valuations. Ross is also a Chartered Tax Adviser, which enables him to consider and address his clients’ needs holistically.
Isla MacGillivray, based in London, has worked within the creative industry sector for over 10 years. She provides specialist financial, accounting, audit and taxation advice to clients that include film and TV companies, UK and US-based studios, UK-based independent production companies, as well as video game development companies and multinational publishers.
Lizzie Murray, based in London, works with high-net-worth families to support them in all aspects of their financial affairs; providing tax advice and overseeing the compliance work for clients’ companies, trusts and partnerships. Many of Lizzie’s clients have an international angle to their affairs and she often coordinates with other professional advisers to provide a comprehensive and multi-jurisdictional approach to managing assets.
Justine Stalker leads both the national R&D tax credit practice for Saffery LLP and the Corporation Tax Team in Harrogate. In addition to advising clients on how they can maximise R&D Tax Credits and assisting with their claims, she advises corporates and owner-managed businesses at every stage of their life cycle to help optimise their tax position, from structuring and financing of (new) ventures to preparing and assisting with a profitable exit.
Leonora Stevens, based in Bristol, gives long-term strategic advice to individuals, families and their business interests. Her client base ranges from owner-managed businesses, wealthy individuals who have been through a sale process, to landed estates and trusts. As part of this, she provides tax and accounting advice to a wide range of clients.
Matthew Burton, Managing Partner of Saffery, commented: “It is always a gratifying moment in the year when we take a step back and recognise the outstanding contribution made by the talented individuals in our business. All those who are taking this step forward today encapsulate our principle of exceptional client service and, looking ahead, will play a key role in the continued growth and success of the firm. I warmly congratulate them all and welcome them to the partnership.”