Accountancy can be traced back to ancient civilizations with the first work on double-entry bookkeeping published during the Renaissance period by Luca Pacioli, The Father of Accounting and Bookkeeping. The modern profession of the chartered accountant, as we know it, was established in Scotland in the nineteenth century. And since ancient times, choosing a suitable accountant is pivotal to a company or an individual’s financial success.
In the interest of our readers, Citywealth is pleased to present the Top 10 Accountants of 2021 serving the UHNW segment of the market. The members of the list were selected through thorough independent research undertaken by the editorial team who took into consideration both peer and client feedback.
Get to learn more about each of the leading accountants within this list:
Alicea Castellanos, CEO & Founder at Global Taxes (New York)
Alicea Castellanos specializes in U.S. tax planning and compliance for non-U.S. families with global wealth and asset protection structures, which include non-U.S. trusts, estates and foundations that have a U.S. connection. Alicea is an active member of the Society of Trusts & Estates Practitioners (STEP), the NYS Society of Certified Public Accountants (NYSSCPAs) and the International Fiscal Association (IFA) and is the Northeast Regional Representative of the Women of IFA Network (WIN).
Gary Heynes, Head of Private Client at RSM UK (London)
Gary Heynes has 4 wide experience in private client tax issues and advises many entrepreneurs, family business owners and trustees both in the UK and offshore on a variety of UK tax matters. The majority of his clients are multinational families who either have a base in the UK or who have family members or investments in the UK. He has been previously shortlisted for Citywealth’s Spring 2017 Top Star Rated: Top 50 editor's choice and Citywealth’s Top 10 Accountants 2020.
Trevor Warmington, Partner at Rawlinson & Hunter (London)
Trevor Warmington provides personal UK tax support, mainly to wealthy international individuals, families and Trustees with a UK connection but also British entrepreneurs or British nationals living abroad or returning to the UK. Trevor has wide experience and detailed knowledge of the UK tax rules for remittance basis users and a particular specialism in the complex area of the taxation of non-UK life assurance policies.
Sara Rabi, Partner at Marks Paneth (New York)
Sara Rabi specializes in individual and fiduciary tax preparation and advisory services. Sara has extensive experience working with estates and trusts, serves a broad range of clients including corporate executives, family business owners, and other high-net-worth individuals. Sara is a member of the IRS Relations Committee of the New York State Society of Certified Public Accountants (NYSSCPA), and plays an active role in advocating for the interests of the tax practitioner community.
Claire Collins, Partner at Buzzacott (London)
Claire Collins is providing business services to both established businesses and start-ups, both domestic and internationally. Claire’s experience working with a plethora of nationalities, cultures and time zones makes her outlook global, offering her domestic but also internationally-owned clients support and guidance through local compliance. Claire and her team are able to assist with something as simple as opening a bank account through to complex considerations of company structure.
Nic Arnold, Tax Director in PwC Private Client (London)
Nic Arnold specialises in working with family offices and complex high net worth individuals with an international footprint with family members, property, investments, businesses and private assets which span the globe. Nic heads up PwC’s Luxury Asset Advisory Team which provides specialised tax and consulting advice on owning, managing and acquiring superyachts, aircraft, art and other high value assets.
Michael Lewis, Director at EY Frank Hirth (London)
Michael Lewis provides advice across a broad spectrum of areas including: US/UK interaction on personal income, capital and social security taxes, US Gift/Estate taxes, UK Inheritance Tax, and tax-efficient charitable planning.
Peter Fairchild, Partner & Head of Sports, Media & Entertainment at Smith & Williamson (London)
Peter Fairchild specialises in tax planning and compliance for professional sportspeople and acts for several Premiership footballers, cricketers, rugby union players, boxers, Formula 1 racing drivers and the current world footgolf champion. Peter also advises entrepreneurs and non-UK domiciled individuals on residence and remittance matters. He is experienced in HMRC tax investigation and enquiry work.
Helen Jones, Tax Partner at BDO (London)
Helen Jones specialises in providing capital gains and inheritance tax planning, tax efficient structuring of business ventures, extraction of cash and exit strategies and private equity for executives. Helen's focus is dealing with wealthy individuals as well as entrepreneurs and their businesses. This work includes advising the immediate family and related trusts, companies or partnerships.
Robyn Limmer, Managing Director at EY Frank Hirth (London)
Robyn Limmer who assists clients who are domiciled in the UK and face worldwide taxation in both jurisdictions. She also helps non-compliant US taxpayers bring themselves up to date through one of the various Internal Revenue Service (IRS) programmes.
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