Claritas Tax promotes Adam Keates to Private Client Partner
Independent tax advisory firm Claritas Tax has promoted Adam Keates to Partner in its Private Client team, recognising his leadership and contribution to the firm’s growth.
Adam will continue to lead the Private Client team, taking on greater responsibility for client relationships, team development and the continued expansion of the practice.
Claritas has also made a number of promotions within its Private Client, Transaction, Corporate Tax Compliance and Equity Reward teams with Zahra Davda, Natalie Lee, Chloe Lee, Siyana Gospodinova, Charlotte Lynam, James Allen and Oliver Rowles which became effective from 1 September. Together the promotions recognise the contribution of colleagues across the business and strengthen its management team as Claritas continues to expand.
Having joined Claritas in 2017 as an Assistant Manager and newly qualified Chartered Tax Adviser, Adam has progressed through four promotions as the business has grown from a single office in Birmingham’s Brindleyplace to a national firm. He previously worked as a Senior Associate in the Private Client team at a Big Four firm.
Adam took on leadership of Claritas’ Private Client team in August 2025, following a role spanning private client and M&A advisory work. His expertise includes advising business owners on personal tax matters and the relationship between their business interests and personal financial affairs.
The practice is seeing increased demand for tax residence advice, inheritance tax planning and advice on available reliefs, including business property relief. Its growth plans include further recruitment and extending its reach in regions where Claritas has more recently established a presence.
Adam Keates, Partner at Claritas Tax comments, “Claritas has been the perfect place for me to build my career. The business has helped me develop as a professional adviser and as a leader. I’m delighted with my promotion to Partner and excited about playing a part in the firm’s future success.”
Iain Wright, Founding Partner at Claritas Tax comments, “Adam’s promotion to Partner is a well-deserved recognition of both his outstanding leadership and his long-standing commitment to Claritas.
“Adam has done an excellent job of developing the service line and strengthening client relationships. His combination of technical expertise, commercial understanding and commitment to developing colleagues puts him in a strong position to lead the team through its next phase of growth.”
The Private Client team comprises eight team members supported by graduates gaining experience in both tax compliance and specialist advisory work. Adam’s priorities include developing that talent alongside recruiting to support the practice’s continued growth.
“The wider promotions across the business also reflect Claritas’ commitment to developing its future leaders. Promotion to Senior Manager requires candidates to present a business case to a panel and take part in a question and answer session. Zahra, Natalie and Charlotte each received strong feedback from their panels, with all seven colleagues recognised for their commitment to clients and the firm’s success” concludes Iain Wright.