Posted on 31st October 2018
New Director of Estate Planning Appointed at MHA Carpenter Box
To lead and support its new Estate Planning Service offering, MHA Carpenter Box has appointed Phil Atherton to the new position of Director of Estate Planning in the firm’s Tax Services Group.
Starting December, the Sussex and Gatwick-based firm of chartered accountants, tax and business advisers will be delivering a series of Estate Planning seminars which will offer tax, wealth management and legal advice from regulated professionals.
Phil has vast experience in tax and estate planning spanning 37 years and is the ideal candidate to push forward the new initiative for MHA Carpenter Box. He started in practice and worked in London for almost 20 years, finally working for the London office of one of the ‘top six’ accountancy practices. He then moved south and in more recent years, ran his own Tax and Estate Planning practice with 14 employees.
Phil will be based at MHA Carpenter Box’s Worthing office and his new role will involve meeting with families and individuals to discuss estate planning and how they can best protect their wealth and assets for their loved ones. This could include reviewing Wills, Trusts, Inheritance Tax profiling and Powers of Attorney, amongst a whole range of other considerations.
Phil commented: “I was particularly attracted to MHA Carpenter Box as it has a very good reputation in the industry and a wide range of quality clients. I am looking forward to supporting the firm on its continuing strategy of providing a one stop wealth management service helping new and existing clients to take control of their own financial affairs.”
Phil lives in Rustington and is married with three grown-up children. Outside of work he is a keen golfer, enjoys listening to and playing music and is a member of a local church.
""BHBPA is a really well organised and run group, great for networking and benefitting from knowledgeable local speakers with real business insight. Peter brings enthusiasm and humour which helps drive the association forward. I am glad to be part of it.""
"I am delighted to have a long-standing relationship with the BHBPA. Since its foundation the Association has gone from strength to strength and there is no doubt that it has brought huge benefits to its members and the business community as a whole through the partnerships it has formed with the local authorities, Sussex Police and local organisations. It is paramount that Burgess Hill businesses have an effective collective voice."
"The BHBPA is an energetic and vocal organisation that connects and empowers and informs the local business community acting as an effective conduit to local authority and other organisations. We are proud to be part of that community and the association."
"The BHBPA is the most effective and dynamic business organisation I have ever worked with in over 30 years in Local Government. It has a very active and large membership whose points of view are taken seriously by all government structures. Peter Liddell does an excellent job in providing unique and enjoyable networking opportunities where members interact and discuss points of mutual interest. It provides a forum for businesses to discuss common issues, to share experiences and to play a powerful and meaningful role in the Burgess Hill community. The BHBPA provides important and credible support for all its members and ensures that their best interests are represented where necessary. "