Mercer & Hole

Season’s Greetings! Wishing you a wonderful Christmas Day and a Happy New Year from all of us at Mercer & Hole. As we look ahead to 2025, discover more about our fantastic team and how we can support you in the year to come. Visit: https://lnkd.in/dQVJgrw #MerryChristmas #HappyNewYear #2025

Spread more Christmas cheer this year. As Christmas approaches, it’s a time to reflect on those less fortunate and consider how we can make a difference through charitable giving. Jo Bateson, Private Client Partner at Mercer & Hole, shares her insights in today’s FT Adviser on 'The tax benefit of supporting charities this Christmas and beyond.' Discover how you can support charities while making the most of available tax relief opportunities this festive season. Read the full article here 👉 https://lnkd.in/eXTbrpjz #CharityGiving #TaxRelief #ChristmasGiving #CharityDonations #FinancialPlanning

We’re delighted to welcome Kevin Paget to the team as Director and Head of Deal Advisory. Kevin brings a wealth of experience to the role, having held senior finance positions across the UK and US. Kevin has a proven track record of successfully guiding deals from start to finish, making him an invaluable addition to our team. Learn more about Kevin and his role at Mercer & Hole 👉  https://lnkd.in/eFdMPGRT #NewAppointment #DealAdvisory #CorporateFinance #WelcomeToTheTeam #MercerAndHole

Mercer & Hole’s Mascots Adventures! Our beloved mascots have been spreading holiday cheer all year long! Today, we're excited to share highlights from their incredible adventures in 2024. Here’s where they’ve been: 🦁 Lionel the Lion (St Albans Office) Paris Olympics, Mauritius, Australia & Even a staff member’s wedding 🐝 Buzz the Hornet (Rickmansworth Office) Italy, France, Marrakech 🐻 Lombear the Bear (London Office) Cornwall & Celebrated World Piña Colada Day 🐮 The Mootivator Cow (MK Office) Nashville, Milan, Budapest & The Peak District From weddings to world events, piña coladas to breathtaking destinations, our mascots have had a year to remember. Stay tuned for their adventures in 2025! #MercerAndHole #Mascots #HolidayFun

Andrew Constable’s review of the year in Tax Journal. #reviewof2024

Why should families be rethinking succession plans now? In her article – one of this week’s most read stories on FT Adviser this week – Jo Bateson, Private Client Partner here at Mercer & Hole, explores the reasons for this.   This insightful piece breaks down the significant changes to inheritance tax (IHT) announced in the Autumn Budget, offering guidance for families navigating these new rules.   Read the full article: https://lnkd.in/diVsAKHf   #IHT #SuccessionPlanning #CPD #PrivateClients #Budget2024

We were delighted to be on the front cover of All Things Business Milton Keynes and, within the magazine, showcasing our new office launch with Gail Emms MBE #teamwork Lisa Spearman Jacqui Gudgion Balbor Sundar Mark Baxter Steve Robinson Jamie Wooldridge Andrew Lawes Philip Fenn Tania Phillips Maria Kelly Natalie Clare Rebecca Sheppard

📈Seminar: The Tax Advantage Join us for an insightful event on tax strategies for HNWIs, in collaboration with Mercer & Hole. We’ll delve into the latest updates from the Autumn Budget in particular in relation to inheritance tax & pensions, capital gains tax, business property relief and AIM shares. This event is a must-attend for anyone looking to maximise their tax efficiency and navigate the complexities of a shifting taxation landscape. Don’t miss this opportunity to gain valuable insights and network with industry experts. Find out more and register to attend today: https://lnkd.in/eq7xMYig This event is for UKBAA members only. Interested in becoming a member? 👉 Find out more here: https://lnkd.in/gqhqpEvi

Our partner Alice Pearson writes for Bloomberg Tax, published today. See below:

It’s time to celebrate! We were thrilled to come together at The Ned & Ned's Club this week, it was a fantastic evening filled with reflection and celebration. 🥂 With special mention by Gill Tallon to our newest partners Jo Bateson, Mark Baxter and Martin Coulson. Enjoy our video as we look back at the first Christmas party of the season, perfect to get you into the festive spirit and ready for all the celebrations to come! hashtag #TeamMercerAndHole #Celebration2024 #Friendsofthefirm