Tax & Trust Accountants
Tax & Trust Advisers
Tax, wills & trusts
Business and Consumer Services
Lindsay House knows that one of the most important aspects of service is ‘personal interaction’, which is why the seasoned practitioner and her team place such a high value on accessibility, bespoke support and human conversations with clients. ‘People want the benefits of specialist knowledge, and to be treated like people – to pick up the phone and be able to get support straightaway,’ she says.
House is a specialist at BKL who has focused on trusts, landed estates, probate and charities for over 25 years, and advises on all aspects of accounting, tax compliance and administration. She recognises the role a practitioner like herself plays in a landscape where ‘fewer firms are offering a complete service to trustees. Tax law has become increasingly complex and uncertain. We have a duty to provide our clients with complete reliability and discretion, as well as adaptability.’ Her client base is formed largely of HNWs from the UK, Israel, Jersey, Guernsey, Malta and the US.
Boutique chartered accountant BKL started as a one-practitioner firm in 1980, and has since ‘grown to become a top 50 firm’ with 150 staff and 15 partners, three of whom are dedicated tax partners. The firm offers a full service, but specialises in giving tax advice to HNWs, trusts and trustees, all of whom require a very personal tax service for their individual and often complicated needs. They are also called upon by other firms for their specialist tax knowledge.
A highlight of the past 12 months has been helping a family whose trust was badly managed by previous advisers, over a period of 30 years. ‘I appreciate the clients choosing me to take over, and having confidence in me to give them a better service,’ she says. It also endorses the trusted advisory role which House and her colleagues ‘always aim to provide’.
Recommended 2020, Tax & Trust Accountants