This week’s Yorkshire appointments

Kate Maybury, senior associate at Raworths, has been appointed the new President of the Harrogate and District Law Society.

During the 12-month period, Kate, a specialist in Trusts Wills and Estates, will be the representative for the district’s legal profession, overseeing items such as training and education as well as communicating on members’ behalf’s.

Kate said: “I am delighted to accept this prestigious position and look forward to supporting the profession in the Harrogate District over the coming year.”

The Harrogate and District Law Society has existed for nearly 100 years and the Harrogate District currently has over 350 solicitors, a figure which continues to grow in line with the area’s legal presence.

Kate continued: “This district’s legal fraternity continues to thrive and accommodates high calibre firms and individuals who enjoy a significant regional and national presence.”

Kate has worked at Raworths since 2011, she is a Member of the Society of Trusts and Estate Practitioners (STEP) and founder and former chair of Probate Group at Sheffield Law Society.

Matt Brear and Fiona Bellamy, Dacres Commercial

Fiona Bellamy has been promoted to senior associate and Matt Brear has been promoted to senior surveyor at Dacres Commercial.

Fiona joined the property firm 10 years ago and Matt joined 6 years ago. Both are based at its Leeds city centre office.

Fiona is a commercial valuation and landlord and tenant chartered surveyor with over 20 years’ experience in the commercial property sector. She is part of the firm’s Healthcare Division, undertaking rent reviews and valuations on medical centres and pharmacy premises for commercial landlord clients, and other professional work for public and private sector clients.

Matt qualified as a chartered surveyor in 2015 and is responsible for the Commercial Agency operation in Leeds and Ilkley. He is responsible for the sale and letting of a range of commercial property, including retail, offices, industrial accommodation. He also provides advice on acquisitions of commercial property, investment sales and residential land disposals.

David Ogilvie, who heads up the healthcare team at Dacres Commercial, said: “We have an unrivalled track-record throughout the healthcare sector working with specialist lenders, medical practices, NHS Trusts, developers and property funds, and Fiona plays an invaluable role within the division.

“She is highly capable and has all of the relevant experience and skills needed to succeed in this specialist market, and she thoroughly deserves this promotion.”

David added: “Matt is a very thorough and competent surveyor who understands the market place well. With sound local knowledge and a considered approach, he is popular with clients and consistently delivers great results. His promotion reflects his hard work and determination.”

Dacres Commercial operates from an office network that covers Leeds city centre, Ilkley, Skipton, Keighley, Harrogate and Otley.

Hugh Thompson, Lupton Fawcett

Lupton Fawcett, the Leeds, Sheffield and York-based commercial law firm, has appointed Hugh Thompson as a director into its Private Client department.

Hugh advises clients on all aspects of private client work including inheritance tax planning, lasting powers of attorney, Wills and succession planning and administration of estates.

Hugh has particular expertise in advising overseas (particularly those from New Zealand and Australia) based executors, beneficiaries, lawyers and trust companies on all aspects of probate, re-seal of overseas probate, wills and estate administration involving cross-border issues between the UK and overseas jurisdictions.

In addition, Hugh advises new migrants moving abroad from the UK (particularly to New Zealand) on the possible UK taxation consequences that can arise.

Richard Marshall, managing director, commented: “Hugh has wide-ranging private client experience spanning almost 20 years.

“Having spent the last 13 years in New Zealand, acting for some of the wealthiest families in that jurisdiction, and being dual-qualified, means that he has greater legal knowledge, unique practising skills and outstanding interpersonal skills – competencies which can only benefit our private and commercial clients”.

Katy Booth, cbaSadofskys

cbaSadofskys, the Yorkshire accountancy firm, has appointed Katy Booth as its new head of corporate finance.

Katy joins cbaSadofskys from a large independent York-based practice, where she has been a corporate finance associate since 2010.

In addition to this role, she acted as lead advisor on a large client portfolio of businesses, including UK SMEs, small groups of companies, LLPs and partnerships.

Katy has vast experience in corporate finance and has specialised in business valuations, mergers and acquisitions and business sales and restructures.

In the last twelve months, she has undertaken three due diligences for transactions valued between £1m and £5m, and has guided on two further business sales, raising capital of over £2m.

cbaSadofskys was formed in May 2015 following the merger of Hull-based Sadofskys Chartered Accountants and Beverley-based cba Chartered Accountants. As well as traditional financial services such as auditing, accounting and tax, the firm provides specialist advice on integrated business strategy, consultancy and access to corporate finance.

Alan Brocklehurst, managing director at cbaSadofskys, said: “I am delighted to be welcoming Katy to cbaSadofskys, where she will become a key figure in our corporate finance team.

“Katy brings with her an extensive network of contacts in the North Yorkshire region from her previous role and boasts a fantastic track record as lead advisor on many high-profile acquisitions for her clients.

“Since forming, cbaSadofskys has developed its client base significantly and we now operate across many sectors, including construction, retail and manufacturing. Our wealth of experience in the region has helped us grow and we are now recognised as one of the key practices in Yorkshire.

“Katy’s appointment will help our presence in York and across the North Yorkshire region, where we will look to further develop our reputation as an experienced adviser in the corporate finance market.”

Alan added: “This is an exciting time for cbaSadofskys as we strengthen our senior team to cement our position as one of the regional leaders in this competitive industry. We will continue to work closely with our clients to provide them with first-class accountancy, auditing and tax advice and ultimately help them save money.”

cbaSadofskys is currently headquartered in Hull, and has offices in Beverley.

Adam Simpson, Mazars

Mazars, the international accountancy firm, has announced the appointment of Adam Simpson as partner.

Adam has worked for Mazars for five years and is based in the firm’s Leeds office. His role as partner is a promotion and he will also continue his position as director of Mazars Receivables Management covering the UK.

Adam is responsible for a team that is located in Leeds, Birmingham and Edinburgh. He travels across the UK but is mainly based in the Mazars Leeds office on Gelderd Road.

The Mazars Receivables Management team works alongside their clients to implement a range of outsourcing services such as account management payroll and reporting, credit management and debt collection.

Commenting on his appointment, Adam said: “I am delighted to be appointed as a Partner at Mazars and see it as the pinnacle of my 20 years in the Receivables Management sector.

“Businesses are increasingly focussed on their working capital strategy and our innovative, hands-on approach really appeals.

“By delivering efficient credit control solutions we enable businesses to focus on other key commercial aspects and give them the headroom to make important decisions.

“I look forward to delivering our services to more business owners across the UK and helping to free up their time to focus on the growth and development of their companies.”

Joanne, Wilkinson, 360 Chartered Accountants

360 Chartered Accountants has announced the appointment of a new senior personal tax advisor.

Joanne Wilkinson has 20 years’ experience in personal tax having worked for one of the world’s largest international practices as well as a number of large regional accountancy firms.

She will be focusing on completing, reviewing and filing tax returns as well as being available to offer tax advice to clients.

Andy Steele, director of 360, based in Hull and East Yorkshire, said: “We are delighted to welcome Joanne to the 360 team. It’s a really exciting time for us at the moment.

“We are seeing rapid growth, having recently opened our 3rd office at Craven Park as well as launching 360 Mentor, our business advice scheme.

“With our client list continuing to grow week by week, we realised that we needed another specialist in our personal tax department.

“Joanne has tremendous experience in all areas of personal tax and she is a great asset both to us and our clients.”

Looking to promote your product/service to SME businesses in your region? Find out how Bdaily can help →