Private client tax services

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.

Contact us

Geoff Everett profile image
Geoff Everett

National Head of Private client tax services London +44 (0)20 7131 8370

Tax is likely to represent the biggest financial outlay over the course of your lifetime, yet many of us are simply too busy to dedicate the time required to ensure our tax affairs are in order and we’re not paying more than is due.

That’s why it’s important that you can call on a specialist trusted adviser to manage your personal tax affairs – whether that’s to help ensure full compliance with increasingly complex tax obligations or planning ahead for your own or your family’s financial future.

Meeting your needs

Bespoke

You’ll get a very personal service tailored to your specific needs from a proactive team who will highlight issues and opportunities as they arise.

Specialist

Our highly qualified team of tax professionals have a broad range of skills and expertise and are completely dedicated to helping you streamline your tax affairs.

Holistic

Our in-house colleagues include investment managers, pensions specialists and financial planners who can provide you with a range of services where required. 

Comprehensive

We take a cautious and thorough approach to ensure your reputation is protected in an environment of greater scrutiny from HM Revenue & Customs.

How we can help

Our credentials

Longevity

We’ve been advising individuals, families and trusts since 1881.

Scale

We help over 5,500 clients, including over 800 non-domiciled clients and more than 350 partnership clients. 

Expert

We act for over 170 landed estates and around 1,500 trusts with assets ranging up to £1bn.

Related insights

Three leadership lessons SME’s can learn from the election

Three leadership lessons SMEs can learn from the election

John Morris outlines what scale up businesses can take away from the 2017 election campaign.

Election 2017 - markets post election

How have markets reacted to the result of the election?

Will another political shock affect markets?

Buy to let

Buy-to-let - What do the recent changes mean for you?

With extra stamp duty land tax on the purchase of additional residential properties and the new restriction on relief for finance costs, landlords need to take action to minimise the impact of these changes.

keys

Introduction to inheritance tax for individuals

A tax that can apply on lifetime transfers, on an estate at death, on many transfers into and out of trusts and on some transfers made by or to narrowly-owned companies.

Brexit tax impact

Briefing note - Tax implications of Brexit

Potential tax issues arising from the outcome of the UK referendum on EU membership.

Non dom

Non-UK domiciled individuals (non-doms)

Unlocking the 2017 Non-Dom Taxation Changes


tax returns, personal tax return, tax return, tax system, annual tax return, business tax return, smith and williamson, digital recording, quarterly reporting

Making tax digital

HMRC's Making Tax Digital (MTD) consultation documents outline new requirements for most businesses and landlords.

Smith & Williamson websites use cookies. Find out about cookies here. By continuing to browse this site you are agreeing to our use of cookies.