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Private Client specialist Sam Hart has joined Claritas Tax as Associate Partner. Based in Birmingham, Sam will also work closely with Claritas Tax’s Manchester office, helping to further grow their Private Client proposition, serving clients in the Midlands, North West and across the UK.

With over 20 years’ experience in Private Client tax, specialising in capital taxes and trust, her skills and extensive experience will bring added value to Claritas’ already booming client list.

Sam currently sits on the editorial board of the STEP (The Society of Trust and Estate Practitioners) journal and is a regular contributor to the trade press.  She has also been heavily involved with a number of professional bodies in previous years, namely the CIOT and as an examiner for STEP.

On joining Claritas, Sam said: “I’m looking forward to exploring the opportunities this role with Claritas will bring and growing their Private Client portfolio. Claritas’ philosophy and the way in which they approach their work, is refreshing. I am impressed by their unique approach to client services, which has seen their business grow year on year, making them the leading mid-market tax consultancy.”

Iain Wright, Partner at Claritas Tax Birmingham commented: “I’m delighted to welcome Sam to Claritas. She has an excellent reputation in the tax profession and will be a great asset to our firm and our clients. With our focus on privately owned and private equity owned businesses and their stakeholders, Sam will be able to develop our holistic approach to advising clients on their personal and business tax needs”

Matthew Hodgson, Director at Claritas Tax Manchester added: “High-calibre private client tax specialists like Sam are incredibly rare.  So much of our work relates to succession and the tax-efficient management of wealth for future generations, so Sam’s experience in the team will be invaluable.”

 

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