UK
Ireland
Suzy has over 15 years’ experience advising individuals on all aspects of private client tax, succession and estate planning. Her client base focusses on high-net-worth UK based individuals, families and trustees, working with them to address the unique challenges faced throughout the generations.
Experience
Before joining S&W in 2023 Suzy worked in the Big 4 for a decade advising high-net worth individuals and families, including entrepreneurs, executives and some notable landed estates and families. Suzy started her career at a local Cambridge firm where she spent 6 years and worked closely with a broad range of clients.
Notable client work & achievements
- Succession planning for a family group on the sale of a historic family business, including planning with family trusts for multiple generations.
- Trusted adviser to a well-known landed estate, working with the family and wider team to implement their strategies and establish long-term tax efficient structures fit for the future
Professional qualifications & memberships
- Fellow of the Association of Taxation Technicians (ATT)
- Chartered Tax Advisor (Member of the Chartered Institute of Taxation)
- Trust and Estate Practitioner (Member of the Society of Trust and Estate Practitioners)
Article
Surviving inheritance: Tax and governance for family businesses after BPR reforms
Inheritance tax changes are an opportunity for many family business owners to finally address succession and secure their legacy.
Article
Could a UK wealth tax be on the horizon as we approach the Autumn Budget 2025?
With speculation mounting in the press over the potential introduction of a wealth tax in the upcoming Autumn Budget, we consider what a wealth tax is, how it could be introduced in the UK and the legion of challenges it would raise.