Company

RSM

Position

Partner

Index

Accountants & Tax Advisers

Tax & Offshore

Location

London

Advice type

Inheritance tax mitigation

Inter-generational tax

Succession planning

Tax planning

Tax structuring

Client Types

Entrepreneurs

HNW

Non-domiciles

Private clients

Sector Focus

Accounting

Customer Type

Accountant

Robert Pullen

Spear’s Review

‘I take great pride in helping my clients to achieve their personal aims, guiding them through major life events,’ RSM’s Robert Pullen tells Spear’s. ‘That event might be a business disposal or relocation, or generally helping them to achieve wealth generation and realisation.’

A qualified chartered tax adviser, Pullen joined RSM in the summer of 2024 after spending 10 years at Blick Rothenberg, where he had built a busy practice advising HNWs on personal tax matters. This included assisting non-domiciled individuals in structuring their investments to preserve wealth for future generations. His expertise also stretches to offshore trusts and their associated tax issues.

Pullen contributes regularly to the specialist and national press on personal tax and is a fixture at events and seminars on the topic.

Rank: Recommended

Recommended 2024, Accountants & Tax Advisers

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