Solihull-based Meridian Private Client has promoted Jon Croxford to the role of partner.
Chartered tax adviser Mr Croxford, who joined Meridian in June as a director, is a specialist in personal tax planning.
Mr Croxford’s appointment is a first for the company as he is a non-lawyer, something which was made possible by the firm becoming an alternative business structure (ABS).
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Partner Drummond Kerr said: “Jon’s appointment as a partner was always our plan and follows the consent we have obtained from the Law Society to operate as an alternative business structure.
“This means that we can now take in as partners other specialist private client advisers, who may not be solicitors.
“For example, this newly approved structure will enable us to consider appointing other top level tax planning specialists in the future, whether they are lawyers or not.”
Mr Croxford is also a member of the Society of Trust and Estate Practitioners (STEP).
During his career to date, he has spent substantial periods with the ‘big four’ accounting practices, including five years as head of Deloitte’s private client tax teams in Birmingham and Nottingham and six years with KPMG.
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Philip Harrison, a partner at Meridian Private Client, added: “Jon’s appointment will reinforce our market positioning as a specialist provider of long-term tax planning advice as a complement to our private client legal work on estate planning, wills and trusts.
“His specialist areas spread across the whole spectrum of personal tax advice including estate and long-term tax planning and advising ‘non-海角视频 domiciled’ individuals.
“Jon’s appointment as a partner will also help us to serve the needs of other professional advisers who introduce clients to us for a one-off project or for long-term tax planning advice, support which we give without disturbing existing client-professional relationships.”