UK
Ireland
Personal tax planning, compliance and advice
We’ve helped individuals with their taxes for over 140 years, navigating regulatory changes and life’s challenges. We bring clarity to clients with complex requirements, as well as expertise to help them meet their obligations while ensuring tax efficiency.
In an age of increasing scrutiny, we keep our clients’ tax affairs in order and ensure they pay what is due without falling into unexpected tax traps. If things go wrong, we also support clients with voluntary disclosures and help when disputes arise.
Our personal tax services
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Compliance
Our personal tax compliance services help clients keep up with changing regulations and prepare and file their self-assessment returns. We’ll ensure you meet your reporting requirements, pay taxes due, and make the most of your reliefs and allowances.
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Planning
For you, your family and your business, we put in place effective plans to minimise your tax exposure and protect your wealth. We’ve worked with some of our families over generations to pass on assets and preserve their legacies. Whether it is trusts and estate planning, a succession or exit from your business, or handling international issues, we help protect your financial future and realise your goals.Â
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Disputes
We relieve the stress and hasten resolutions of disagreements with HMRC. With robust planning and compliance services, we help our clients avoid triggering enquiries at the outset. Where they arise, we offer advice and support with correspondence and responses to minimise penalties and reach fair settlements so clients only pay what is due.Â
Complete private client tax advice, planning and services
Solutions for all your personal tax needs:
For all your needs: Sector specialists
Our sector specialists help ensure we provide relevant, experienced and tailored advice for clients with specific needs.
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Owner managers and entrepreneurs
From growth to exit, we offer holistic advice and services to help business owners achieve their personal and commercial objectives.
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Family offices and private wealth
Experienced teams support new and existing family offices, helping establish vehicles to safeguard family wealth and values over generations.
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Rural and landed estates
We work with over 1,500 landed estates and trusts to effectively manage liabilities and liquidity, protecting and enhancing their legacy.
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International clients
We bring experience, expertise and insights for clients with international property, interests and connections.
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Professional practices
We help partners manage professional practice complexities. From buying in to cashing out, we keep tax affairs current, compliant and efficient.
Choosing S&W for your personal tax
We build relationships for the long term with integrated, expert services for all individuals’ needs:
- Personal
- services tailored to the individual’s requirements. A lead expert takes charge of your case, providing a consistent point of contact.
- Specialist
- solutions cater to all clients’ needs, across their professional and personal lives. We draw on experts and specialists from across S&W.
- International
- expertise for client’s overseas interests. We’re a founding member of accountancy and advisory network CLA Global, with 230 offices worldwide.
- Experienced
- professionals support you at every step, with direct access to our partners who have an average of 20 years’ experience.
