Smith & Williamson, the accountancy and investment management group, is pleased to announce that Bristol-based Jerry Barnes has been appointed as the new Chairman of its Landed Estates team.
Jerry also leads Bristol's Family Office team, and he specialises in assisting clients with all aspects of inherited wealth and landed estates, particularly when it comes to wealth protection and succession planning. In addition, Jerry is Chairman of the Bristol and North Somerset Game and Wildlife Conservation Trust Committee.
The Landed Estates team handles all of the financial aspects of running an estate, including ownership of the land, capital gains tax, development land, and income tax and accounts. The team also provides investment advice and planning.
Jerry commented: "I am excited to be chairing the team as we continue to work for numerous sizeable estates, both rural and urban, offering clients a deep understanding of their overall long and medium term strategies, and delivering proactive advice and services."
Joss Dalrymplye, national head of private client tax services, said: "Landed Estates work is an important focus for Smith & Williamson, and we are delighted that Jerry will carry on its good work in his position as Chairman of the team."
Smith & Williamson has been recognised in a string of recent awards wins, including Private Client Practitioner's Top 25 Accountancy Firms and Top 25 Trust Companies. In addition, it was the winner of the STEP Accountancy Team of the Year for 2013/14.
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