Global financial planning company The Fry Group has acquired the British Taxpayers Association (BTA), a firm of chartered tax advisers experienced in advising high net worth clients in the UK and overseas, for an undisclosed sum.
The BTA team and its clients will transfer to The Fry Group’s head office in Worthing as part of the acquisition.
The deal will add a team of six, including two chartered tax advisers, strengthening The Fry Group’s existing specialist tax team.
Zoe Harris, director at BTA will join The Fry Group as head of professional services bringing together the company’s tax and estates operation. Claire Spinks, director at BTA, will join the newly formed professional services team with responsibility for training and development.
David Pugh, chief executive at The Fry Group, said: “We’re delighted to be welcoming the BTA team and clients to our business. Through this acquisition we’ll bolster our tax capabilities, with the addition of a strong team of chartered specialists.
“Our aim is not just to help our clients better manage their wealth, but to support each one in achieving financial freedom, in whatever form that means to them. Strengthening our core tax service and extending our professional services capability helps us better deliver on this purpose.”
