WMT is continuing its recent growth spell with the appointment of Paula Jeffs as Private Client Partner. This is the firm’s second partner appointment in three months.
Paula worked for WMT as a senior private client adviser between 2007 and 2013 and has returned to lead its personal tax team, which has expanded steadily over the last two years.
A chartered tax advisor, Paula is particularly skilled in advising on protecting wealth and passing it on tax efficiently through inheritance tax planning and the use of trusts. Paula also resolves clients planning concerns around residency and domicile income tax, capital gains tax, inheritance tax and property as well as advising on the tax implications of separation and divorce.
Paula’s appointment follows close on the heels of Peter Davies’ promotion to partner on 1 June 2016, bringing the total number of partners at WMT to seven.
Peter, an employment tax specialist, heads up the firm’s hospitality practice and leads its troncmaster services team. Now advising over 130 hotels and restaurants on the distribution of service charges and card tips to staff, the tronc team is expanding to support a rapidly increasing client base.
Most of the tronc team’s new business has come from personal recommendations. Peter credits its success to a deep understanding of the laws and tax rules around tipping practices, combined with their ability to adapt to the way different clients like to work.
Tax hasn’t been the only area to achieve significant growth over the last two years. Offering inclusive service packages, structured around the use of Xero cloud accounting software, is proving attractive to owner managed businesses looking for a scalable service.
Anne-Maree Dunn, Partner and Head of Tax said:
‘We are delighted to appoint Paula as our Private Client Partner and we’re sure our clients will be delighted too. Her skills in advising on a wide range of private client matters will expand the specialist advice we provide to clients. It’s very rewarding to see that the developments we are making as a firm are attracting new clients. As it evolves, our advisory team remains true to our joined-up approach when advising private individuals and businesses.
