Amanda Bear

Income tax, capital gains tax, inheritance tax.

Experience

Amanda has over 18 years’ experience advising high-net-worth UK-based individuals and families on all aspects of private client tax, succession, and estate planning. Amanda deals with tax compliance issues and provides tax planning advice for her client portfolio, which includes some of S&W’s largest family wealth clients. She is responsible for the day-to-day management of their tax affairs, including compliance work and proactive tax advice. 

Notable client work and achievements

Trusted adviser to two of S&W's significant high-net-worth property-owning multi-generation families. 

Professional qualifications/memberships

• Fellow of the Association of Taxation Technicians (ATT)
• Chartered Tax Advisor (Member of the Chartered Institute of Taxation)
• Affiliate of the Society of Trust and Estate Practitioners (STEP)