Private Client Tax Team Shortlisted For Prestigious Tolley’s Taxation Awards

Tech-enabled, business critical services group, AAB, has been shortlisted for the Best Private Client Tax Practice award, in the coveted UK-wide Tolley’s Taxation Awards 2024.

The Private Client (PC) team, which consists of 66 entrepreneurial, highly-skilled advisors from across UK and Ireland has been instrumental in AAB’s organic growth.

Success has been fuelled by record client wins over the past financial year, both in terms of quality and quantity of new clients. The team also grew by an additional 12 people, enhanced by strategic acquisitions, new hires, seamless team integration, and fostering talent from within, ensuring they have the requisite skills and resources to meet demand.

Well-positioned to support clients with innovative value accretive solutions and strategic tax advice, the PC team works with a global portfolio of entrepreneurs, high net worth individuals and families, family companies,  international private clients, trusts and estates.

A dedicated PC leadership team of 24 supports the multi-disciplinary, cross-jurisdictional teams, excelling at entrepreneurial and cross-border tax planning, International advice, trusts/estates, worldwide/offshore disclosures, asset restructuring and wealth protection.

Utilising their significant levels of tax expertise, the PC team has contributed to both organic growth and service excellence at AAB Group.

Paula Fraser, Head of Private Client, leads the team. She said:

“At AAB we are exceptionally proud of our Private Client team, so being short-listed for the final of the Tolley’s Taxation Awards by a panel of our esteemed industry peers is a truly gratifying experience.

“Our team excels, with an ability to quickly see to the heart of the matter and demonstrate a positive and commercial approach to working up a bespoke solution.

“Progress is driven by our all-in-one client services strategy– combining seamless compliance, proactive tax transformations, innovation, teamwork, strategic partnerships, and technology to maximise client satisfaction. We consistently go above and beyond in devising tax solutions for our clients, capitalising on new technology, harnessing AI, and adapting to the evolving role of tax. Success is measured by how we help clients achieve their goals.

“We are looking forward to celebrating with our fellow finalists at the Tolley Taxation Awards ceremony next month, and wish everyone the best of luck!”