Lancaster Knox Strengthens Private Client Advisory Team

 

Boutique private client practice boosts its Private Client Advisory team with the appointment of Julie Westra.


Boutique Chartered Tax Advisory firm Lancaster Knox is pleased to announce the appointment of Julie Westra to the business, in the role of Manager within their Private Client Advisory team. This latest appointment will expand the firm’s private client presence and demonstrates their commitment to this sector.

Julie joins Lancaster Knox from Big Four firm, Deloitte, where she spent over 10 years providing private client tax advice to high-net-worth individuals and their families. She is both Association of Tax Technicians (“ATT”) and Chartered Tax Advisor (“CTA”) qualified.

Commenting on her appointment, Julie said: “I am excited to join the Lancaster Knox team and offer support and advice to clients on a wide range of private client topics, including offshore matters. I very much look forward to helping to further develop the private client offering.”

Welcoming the new appointment, James Heathcote, who heads up the Private Client Advisory Practice, added: “Julie brings a wealth of experience advising a wide range of clients, and her appointment demonstrates our ongoing commitment to providing best-in-class service and technical excellence.”

Lancaster Knox is a firm of Chartered Tax Advisers who specialise in providing advice and tax services to high-net-worth individuals, entrepreneurs and their families. For more information about Lancaster Knox, please visit: www.lancasterknox.com


Sponsorship

Find out why leading brands in the private client industry are partnering with PCD to raise their profile, make connections and drive new business.

MORE INFO

Membership

Find out how you can participate in the leading club for international private client advisors and unlock opportunities around the globe. 

MORE INFO

MoST Content Management V3.0.8923