Progeny now provides a range of tax services, from one-off specialist advice to ongoing personal tax compliance, as part of its multi-disciplined professional advisory offering.
Progeny is the first to bring financial planning, investment management, private and corporate legal counsel and tax services all together into one organisation.
Spearheading Progeny’s tax service offering are new hires, Tony Maleham and Adele Swaine, who join from Mazars LLP.
Tony, who previously served as a Tax Partner at Mazars, has now become a Director of Progeny Tax. He said:
“Having worked in a large international accountancy practise for nearly 18 years, it is incredibly refreshing to join such an innovative and dynamic team.”
Asked what the introduction of Progeny Tax means for clients, Tony said:
“It will mean better communication and improved outcomes for clients, with advisers working together to achieve excellence.”
He added:
“Progeny is the first professional services organisation with solicitors, financial advisers and tax specialists. This is great for clients who would otherwise require advice from at least three firms, each with different ways of working, to advise on their wealth and investments.”
Adele Swaine also enters the company as a Director of Progeny Tax, having previously been a Private Client Senior Tax Manager at Mazars.
Adele commented on her recent move:
“This is a fantastic opportunity to be part of the first organisation to offer completely integrated financial and legal services. I’ve worked on projects with Progeny previously, so I’m familiar with the ethos of delivering exceptional service quality, which is exciting.”
On the announcement, Neil Moles, Chief Executive Officer of Progeny, said:
“The introduction of Progeny Tax will enable our clients to benefit from an even wider array of services, which also include asset management, financial planning and private and corporate legal services.
“We are pleased to welcome both Tony and Adele to the Progeny team. Our future continues to grow ever more promising, with the fantastic talent and expertise that we are attracting into the business.”
Media Coverage
The news of the Progeny Tax launch has been covered in publications including:
- The Yorkshire Post: Progeny to offer a new range of tax services
- FTAdviser: Adviser launches tax business
- Tax Grotto: Tony Maleham leads new tax service at Progeny
- International Adviser: People Moves: Schroders, Progeny, Ocorian
- Accountancy Today: Accounting firm Progeny expands team to offer tax services
