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.

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.

Get in touch

Our team of tax experts support a range of private clients and their business interests.

Contact the team
Entrepreneurs Promo 1920X1080


We work with entrepreneurs and management teams at every stage of the business lifecycle.

Find out more
Real Estate Industry Landing Page 1920X1080 (3)

Real estate

Supporting real estate, construction and infrastructure business through effective corporate and financial advice. 

Find out more
Professional Practices

Professional practices

Ambitious or cautious, professional practices need an advisor who understands the complexity and dynamism of their often mature, highly regulated, business environments. 

Find out more


Useful downloads




Related insights

Selling UK residential property

Selling UK residential property

Some important changes to taxation on disposal of UK residential property come into effect from 6 April 2020.

The OTS Second Report on the Design of IHT in a nutshell

The OTS Second Report on the Design of IHT in a nutshell

The Office of Tax Simplification (OTS) has published its recommendations for simplifying IHT. Key areas covered include lifetime gifting, agricultural and business property relief, and the interaction with CGT.

Briefing note - Offshore trusts: what now?

Briefing note - Offshore trusts: what now?

A guide on actions to take for trustees and individuals following changes to taxation of non-UK domiciled individuals.

Inheritance tax: a cloud with a silver lining?

Inheritance tax: a cloud with a silver lining?

Inheritance tax needn’t be a game of snakes and ladders. Julia Rosenbloom, Partner, Private Client Tax Services at Smith & Williamson explores how to navigate the pitfalls.

Weekly Tax Update 20 October 2020

Weekly Tax Update 20 October 2020

The latest tax update and VAT round up for the week.

You may also be interested in...

Plant Shoot 129654308

Investing in companies: Tax incentives

Investing in smaller businesses is often viewed as risky. There can, though, be significant tax incentives for investing in some companies, that help to mitigate economic risk.

Find out more
PODCAST Banner Blue Pulse

Talking Tax Show

In each Talking Tax episode, we will provide you with a variety of topics that we discuss in detail, that people or businesses are thinking about now. We’ll also feature a tax headline section in each episode, providing you with a quick overview on the recent changes that have occurred to date.

Find out more
Sunrise Nature 634769060

Political manifestos, property related issues for non-residents

Advising on the tax implications if you are coming to the UK or leaving for a period of time.

Find out more
Webinar 1920 PA (1)

Webinar - How might the tax landscape evolve in a post COVID world

12 October 2020 - A soaring UK budget deficit is likely to drive change to taxation in the UK. Peter Ball, Private Client Tax Partner Bristol, considers potential changes to inheritance (IHT) & capital gains taxes (CGT) and he examines why a wealth tax is now back on the agenda.

Listen here

Meeting your needs


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.


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.


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


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

Business Handshake 309942113

Our credentials



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


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


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

Toby  Tallon

Toby Tallon

Head of London Private Client Tax Services

View profile

Contact us

Toby  Tallon 's Profile Photo

Toby Tallon

Head of London Private Client Tax Services

Private client tax services
London - 25 Moorgate

Contact us

Cookie Settings