New Head of Tax Solutions at Heartwood Wealth Management: Lesley Britton

Heartwood Wealth Management (“Heartwood”) today announces the appointment of Lesley Britton as Head of Tax Solutions.

Lesley will be responsible for Heartwood’s tax compliance function and will provide tax advisory services to the firm’s clients. She recently joined Heartwood and is based in the company’s Tunbridge Wells office.

Lesley has over 18 years’ experience in the industry and joins Heartwood from Deloitte where she spent eight years as a Senior Manager in the company’s private client team providing specialist tax advice to ultra high net worth and high net worth individuals. In her role she was responsible for advising on areas including Inheritance Tax and Offshore Tax planning, Income and Capital Gains Tax mitigation as well as Will planning for senior executives and entrepreneurs.

Prior to her role at Deloitte Lesley spent five years as a Tax and Financial Advisor at Kleinwort Benson Private Bank and previously held roles at Canada Life and Friends Provident, Lesley is a chartered tax advisor (CTA).

Simon Dixon, Director – Client Services Division, said: “We warmly welcome Lesley to the team. There is an increasing need amongst many of our clients for high quality tax advice and compliance expertise and Lesley has first class credentials in this field.
“Lesley’s appointment reflects our growing track record in attracting leading specialists with blue chip experience and underscores our ambition to provide our clients with industry leading capabilities.”

Heartwood provides integrated investment, tax and retirement planning solutions for ultra high net worth and high net worth individuals from its offices in London and the South East. Heartwood now manages and administers over £1bn of funds for clients.