Suzy Hawkey

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)