UK
Ireland
Looking after you: Personal services
We’ve worked with private clients since 1881, delivering advice and services to meet their current needs and future ambitions. Through routine requirements and life-changing events, we walk alongside you, offering expert insights, practical advice and a personal service.
For clients with complex needs, we bring simplicity and clarity. For intricate financial affairs, we provide integrated answers. We consider the context of each client’s circumstances, their business and family. All our advice is underpinned by a detailed understanding of their needs and goals.
Discover a personal service that’s valuable, available and committed to your success:
- Advice and services tailored to your circumstances and ambitions
- A lead expert for a consistent contact to coordinate with our specialists
- Experienced partners and advisers on hand
- A long-term relationship to support you through life’s changes and challenges
Comprehensive coverage
Expert advice at home and abroad
As a top ten UK accountancy firm that’s still growing fast, our service has depth and breadth. We deliver advice and solutions through offices across the UK and Ireland and 230 CLA Global offices serving clients worldwide.
Wherever you are and whatever your needs, we have coverage, quality advice and a full range of flexible services to support you.
Personal tax planning and compliance
Confidently comply with current requirements and plan for the future to minimise liabilities and maximise reliefs and exemptions. For taxes, trusts and returns, we keep you ahead of changing rules, your administration organised and your affairs efficient. Amid increasing scrutiny from HMRC and international tax bodies, we offer peace of mind with the assurance that your affairs are in safe hands.
Property taxes and ownership
We keep clients’ finances that are wrapped up in their homes, rentals and real estate investments secure. S&W experts advise on the tax impacts and changes affecting ownership, financing and disposal of all real estate types in the UK and overseas. We’ll identify the most tax-efficient structures for ownership, minimise liabilities on sales and maximise reliefs throughout the process.
International support
For clients with an international presence, we help translate complex tax rules and filing requirements across varied jurisdictions. For UK nationals overseas or foreign nationals settling in the UK, we provide clear guidance and advice on residence and domicile rules. We’ll help you plan and organise your finances efficiently, liaise with relevant tax authorities where required and file your returns when needed.
Charitable giving
Make your giving go further, legacies last longer and your donations deliver the impact you want. We help clients plan, implement and review their charitable giving:
- Devising strategies for giving to achieve your philanthropic goals
- Determining the most tax-efficient funding
- Supporting Gift Aid relief claims
- Advising on asset donations, including gifts of shares or land
Tax enquiries, disclosures and disputes
If you’ve discovered a mistake in your returns, disagree with HMRC’s evaluation or are subject to a tax investigation, we can help. We’ll clarify your position, communicate with HMRC, and make your case. We support clients with voluntary disclosures, advise on risks with avoidance schemes and, where required, reach resolutions with HMRC that minimise penalties and ensure you pay only what you owe.
