The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle East and other select locations.

Chartered Institute of Taxation
Adam Rollason, Tax Advisory partner at PKF Smith Cooper, has been appointed chair of the Birmingham branch of the Chartered Institute of Taxation after serving as deputy chair since 2019. With 18 years of tax experience under his belt, he will lead the Birmingham branch of the CIOT for the next three years.

As chair, Rollason (pictured) will be a leading local representative for the CIOT in Birmingham and will promote the institute’s charitable values to the public. He will also help to increase tax-related skills and knowledge among local branch members and members of the public in the region through the delivery of a technical CPD programme.

Rollason’s extensive tax career has seen him develop a broad knowledge of both corporate and personal tax matters in a variety of roles at companies across the West Midlands, including RSM and Grant Thornton.

Rollason joined the accounting and advisory firm PKF Smith Cooper as head of tax for Birmingham in 2020, before being promoted to head of Transactions Tax Advisory in 2021 and then Tax Advisory partner in 2022.

Rollason said: “I have enjoyed supporting the Chartered Institute of Taxation as deputy chair over the past three years and I am looking forward to the inevitable new challenges and opportunities that the role of chair will bring. It is a privilege to be taking the mantle from the outgoing chair Stephanie Churchill who has done an exceptional job leading the Birmingham branch and I hope I can make a big impact during my time at the helm.”

In the Midlands, independently-owned PKF Smith Cooper, provides a full range of tax, audit, accountancy and advisory services from its offices in Birmingham, Nottingham and Derby.