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.
"Since joining BHBPA we have found it to be a dynamic and vibrant members’ organisation, with excellent, regular and informative meetings.
Peter Liddell does a first class job in ensuring that members’ interests are aired and addressed.
"If Carlsberg did networking they would do it the BHBPA way. Each event is packed with great ideas, thought provoking presentations and fun. As a small business we feel supported and part of the community. We have built friendships and business relationships and there is always plenty of advice on hand to benefit us all so don’t hesitate to join whatever the nature of your business. "
"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."
"This association was started with a lot of effort from a few local businessmen and has proved to be a very powerful and useful tool for our business. The BHBPA has influence at the top level; when action is needed, the BHBPA gets it done. We are kept in touch with all that is happening on our doorstep and will often act because of what is published in the weekly emails / newsletters."