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Autumn brings two director promotions in our Private Client Team

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October 2020 is a time for celebration at Mercer & Hole as Lynsey Lord and Alice Pearson have been promoted to Director level in the Private Client Team.

Gill Tallon, the firm’s Deputy Managing Partner, who works closely with both Lynsey and Alice said: “I am extremely proud to announce the promotion of both Lynsey and Alice to Director level. Both represent the key qualities of our firm and demonstrate our client-centred approach in every aspect of their work. At Mercer & Hole we support a work/life balance, in recent years, Lynsey and Alice have become mothers and I admire the way they manage their careers and their home life. The partners at the firm respect the challenges of being a working parent, it’s part of what makes the firm what it is.”

Lynsey and Alice have a strong track record in private client work.  Lynsey joined Mercer & Hole back in 2008 and qualified as a Chartered Tax Adviser (CTA) in 2012. She advises on all aspects of personal taxation, including matters relating to income tax, capital gains tax and inheritance tax. In 2015 she gained international experience at a firm in New York, which was facilitated through Mercer & Hole’s international network. This now means that Lynsey acts for a number of US citizens and Green Card holders living in the UK.

Alice qualified as an ACA and a CTA. Prior to joining Mercer & Hole in 2015, Alice was awarded for the highest mark in the CTA’s Taxation of Individuals’ paper. Alice provides tax advisory and compliance services to UK and non-UK domiciled clients, which include entrepreneurs, wealthy individuals and families, partnerships, and trusts.

Mercer & Hole is one of the top private client firms in the UK and these promotions can only strengthen the Private Client team in supporting individuals with their financial concerns. There are many examples of trainee to partner career progression at Mercer & Hole. As Gill says, “These promotions show how individuals can progress in their careers at the firm giving our clients even more value from their collective expertise.”

Please do not hesitate to contact us if you have any enquiries for our Private Client Team. Similarly, if you are interested in a career at Mercer & Hole, please contact our HR team at www.mercerhole.co.uk/careers.

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