Simon Mabey

Simon Mabey

Partner, Private client tax services

Areas of expertise

Inheritance and capital taxes; taxation and administration of trusts; partnership taxation; estate planning.

Experience

Simon is Smith & Williamson’s senior tax adviser to private clients and professional practices. He has over 30 years’ experience. He has advised professional practices as well as private clients and their trusts, including those where issues of tax residence and domicile status come to the fore.

Notable achievements

  • Advises international clients with UK interests on relevant UK tax issues.
  • Has advised on restructuring trusts and assets to help families meet their medium and long-term financial needs.
  • Has advised professional practices on set-up, structuring, mergers and acquisitions.

Professional qualifications/memberships

  • Fellow of the Institute of Chartered Accountants in England and Wales (ICAEW) and member of the Chartered Institute of Taxation (CIOT).

Contact Simon

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