Evelyn Partners, the leading integrated wealth management and professional services group, has strengthened its business tax team with the appointment of Jonathan Balcombe as a partner focusing on tax advice for private equity-backed companies and their stakeholders.
Evelyn Partners, the leading integrated wealth management and professional services group, has strengthened its business tax team with the appointment of Jonathan Balcombe as a partner focusing on tax advice for private equity-backed companies and their stakeholders.
Jonathan joins Evelyn Partners from EY where he worked for more than 18 years and was most recently a partner providing advice and support to private equity-backed and fast-growth companies. Prior to his advisory role in EY's business tax services team in London, he spent ten years working in M&A carrying out due diligence, tax structuring, tax modelling, and tax review of legal documentation; and leverages his extensive experience across all stages of the transaction life-cycle in his advice.
Sian Steele, head of tax at Evelyn Partners commented: “I am delighted to welcome Jonathan to Evelyn Partners. We invested heavily in expanding our professional services team in 2022 and it is great to be able to start the new year by announcing this important senior appointment. Jonathan has extensive experience working with fast-growth companies which I am confident will prove valuable to clients as we continue to grow our business tax practice.”
Jonathan added: “I love working with ambitious, fast-growth companies and their management teams, and so it is particularly exciting to be joining Evelyn Partners - the dynamism and potential of this firm is inspiring. I'm especially looking forward to working closely with our rapidly expanding transactions business in order to provide top quality support to PE-backed companies at every point of their life-cycle.”
Evelyn Partners is the UK’s leading wealth management and professional services group, created following the merger of Tilney and Smith & Williamson in 2020. With £62.2 billion of assets under management (as at 30 June 2024), we are one of the largest UK wealth managers ranked by client assets and the seventh largest accountancy firm by ranked by Group fee income (source: Accountancy Age 50+50 rankings, 2023).
We have a network of offices in 30 towns and cities across the UK, the Republic of Ireland and the Channel Islands. Through our operating companies, we offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.
Our purpose is to ‘place the power of good advice into more hands’, and we are uniquely well-placed to support clients with both their personal financial affairs and their business interests. Our personal wealth management services include financial planning, investment management, personal tax advice and, through Bestinvest, we have a multi award-winning online investment service for self-directed investors. For businesses, our wide range of services includes assurance and accounting, business tax advice, employee benefits, forensics, fund administration, fund governance, recovery and restructuring and transaction services.
For further information please visit: https://www.evelyn.com/
By necessity, this briefing can only provide a short overview and it is essential to seek professional advice before applying the contents of this article. This briefing does not constitute advice nor a recommendation relating to the acquisition or disposal of investments. No responsibility can be taken for any loss arising from action taken or refrained from on the basis of this publication.
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