Personal tax

Managing and planning your family’s tax affairs is a vital component in its overall financial strategy.

Constant changes to tax legislation, more onerous reporting requirements and increased risk of investigation mean it’s more important than ever that your tax affairs are in order down to the very last detail.

As well as helping you to complete tax returns and deal with HMRC, we assist with long-term planning to manage the impact of capital taxes and also advise on:

  • setting financial objectives and formulating plans to achieve them
  • the tax consequences of alternative structuring of family finances
  • the tax implications of proposed transactions
  • the interaction of international tax regimes for both individuals and trusts
  • the creation, winding up and administration of trusts, offshore trusts and estates
  • tax investigations
  • the tax position of non-UK domiciliaries

When dealing with deceased estates, our expertise as a corporate trustee can be leveraged through Smith & Williamson Trust Corporation Limited. Our partners also act as professional trustees and executors. We can also assist with the financial aspects of estate administration.

Our strong relationships with the regulators and tax authorities enable us to help individuals respond to queries from HMRC, whether formal investigations or more informal questions and conduct negotiations quickly and cost-effectively.

Contact us

Geoff Everett profile image
Geoff Everett

Head of Private Client Tax Services London +44 (0)20 7131 8370

Contact us

Louise Somerset profile image
Louise Somerset

Partner & Head Cheltenham +44 (0)1242 506030, +44 (0)117 376 2207

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