New partners appointed at Gerald Edelman

Gerald Edelman welcomes Joanna Loizidou and Sonal Shah to its partnership team.

A decade after Joanna Loizidou joined the business as a trainee and three years after Sonal Shah joined the business to lead the International Tax Department, London based accountants and business advisers, Gerald Edelman, proudly announce their achievements to partnership.

Joanna Loizidou joined Gerald Edelman 11 years ago, straight out of university as part of their graduate recruitment program. Joanna leads Gerald Edelman’s Business Services Department where she manages a diverse portfolio of clients, from larger property companies to SMEs and owner managed businesses. Joanna supports her clients with all services, from compliance support to business strategy.

Commenting on her promotion, Joanna said: “This is an extremely proud moment in my career. When I joined Gerald Edelman 11 years ago, I never imagined I would become a partner. Yet, I have been supported and empowered to carve out my own career path.

I have seen the business evolve over the last ten years, not only in the services we deliver, which are now focused on strategic advice rather than compliance, but in the culture. The culture is so different today; we have a team focus and it is an exciting environment to work in.

I am delighted to join the partnership and look forward to leading the business through the next stage of its development.”

Sonal Shah joined Gerald Edelman in 2017 to build and lead the International Tax Department, where she works with a mixed portfolio of corporate and private clients. Representing large multinationals, SMEs and individuals moving to or from the UK, Sonal has extensive knowledge of UK and overseas tax markets, providing advice on international tax structuring, planning, strategy and reporting, with a particular interest and expertise in property structuring. Aside from offering practical solutions to complex tax issues, Sonal most enjoys investing in relationships, which she firmly believes is critical to successfully fulfilling the needs of her clients.

Commenting on her promotion, Sonal said, “I am thrilled to be welcomed into the partnership. The support and mentoring I have received in the three years of being at the firm has not only crystallised my passion for people, but it has offered me an empowering mix of freedom and opportunity to develop my career.

I am incredibly proud of what the International Tax Department has achieved in a short time, which is testament to an outstanding team. Nothing is achieved alone, and I’m grateful to be amongst colleagues who support and inspire me to be the best version of myself.

Whilst I am amazed at our journey this far, I look forward to what lies ahead. Not only am I keen to strengthen my team further, I’m committed to driving change and transformation in the business. This is a special time for Gerald Edelman and I’m truly excited to contribute to what will no doubt be a bright future.”

Richard Kleiner, Chief Executive Officer, commented: “We are delighted and proud to welcome Joanna and Sonal into our partnership. Not only their expertise but their leadership qualities make them an excellent fit for the firm, and I know they are going to be integral to the future development of the business.

Their promotions are well-deserved and a testament to their hard work and dedication. I am looking forward to working alongside these exceptional professionals and wish them all the best for their futures at Gerald Edelman.”

Gerald Edelman is now a 17-partner firm and position 51 in Accountancy Age’s Top 100 accountants. The business is on its way to establishing itself as a mid-tier firm and has ambitious growth plans for the next three years. The new promotions demonstrate the firm’s commitment to its future growth strategy.

Gerald Edelman is now a 17-partner firm and position 51 in Accountancy Age’s Top 100 accountants. The business is on its way to establishing itself as a mid-tier firm and has ambitious growth plans for the next three years. The new promotions demonstrate the firm’s commitment to its future growth strategy. 

For media enquiries please contact Lauren Kelly at lkelly@geraldedelman.com or on 020 7299 1428.