UK
Ireland
Private client tax services
Private clients rely on us to secure their wealth, families and legacies, enabling them to face tax changes, uncertainty and rising scrutiny with confidence. Across Britain, Ireland and overseas, our services support high net worth and internationally mobile clients with compliance, planning and dispute resolution.
We tailor all our tax services and advice to the unique needs of every client:
- Entrepreneurs and private businesses, from scale up through growth to exit preparation for the business, owners and management team, building succession plans for multi-generational businesses to sustain ownership for the longer term
- Family offices and private wealth, with tax, technology, governance and succession planning to protect your legacy
- Landed estates and rural businesses, guiding the nation’s landowners and families through the opportunities and risks
- International private clients, supporting globally connected individuals and their international assets
Tax experts for your life and business
For all your professional and personal needs, and for you, your family and your business, our experts help meet obligations, manage risks, and plan efficiently for your future.
- Personal tax compliance services to prepare and file returns, meet your reporting requirements, and effectively use available reliefs and allowances
- Tax, trust and estate planning to reduce inheritance tax and other exposures, safeguarding and growing wealth today and for generations to come
- HMRC disclosures, enquiries and investigations support to take the stress from you and promote fair, effective and fast resolution of disagreements with HMRC
Personal tax compliance
S&W tax compliance services help our clients navigate changing regulations and confidently meet their obligations. Across UK and overseas returns, we advise on self-assessment regime rules and work with clients across payments, refunds and HMRC investigations and disclosures.
Personal tax planning
Minimise tax exposures and maximise protection for your wealth and assets across income tax, inheritance tax and capital gains. We work to reduce liabilities, use reliefs and promote efficiency, whether selling your business, providing for your family or managing investments and overseas income.
Trusts and estate planning and compliance
Through effective estate planning and trusts, we help protect your family’s future. We support individuals, as well as trustees and executors, to stay on top of tax obligations and disclosure requirements and put in place structures and succession planning to protect their legacy.
Tax dispute resolution
S&W can reduce the stress and workload associated with HMRC enquiries, tax investigations and disputes, helping clients respond effectively to queries, resolve disputes and minimise penalties. Our expert tax investigation specialists will help you navigate the complex rules and protect your interests.
International tax planning
Our tax advisers support global clients with international assets, whether they’re coming to the UK for the first time, returning to the country, leaving or well established. We’ll help you navigate the foreign income and gains (FIG) regime and transitional rules, and ensure your affairs are tax-efficient.
Property tax advice
We support property owners, developers and investors across residential and commercial property in the UK and internationally. Across capital gains tax, stamp duty land tax (SDLT), and the annual tax on enveloped dwellings (ATED), we help keep clients compliant and tax-efficient.
Philanthropy
We manage the complexities of charitable giving, so clients’ donations, legacies and other gifts can be effective and tax-efficient. We help with charitable strategies, reviews, trusts and tax reliefs that maximise the impact of our private clients’ giving and minimise the administrative burden.
Corporate trustee and executor services
S&W corporate trustees and professional executors relieve the burden of administration and risks of liability. We’re an independent partner, removing conflicts of interest and providing ongoing expertise for pensions, share schemes and unregulated collective investment vehicles as well as estates.
Partnership tax services
The complex tax rules for professional partnerships require specialist advice. Our partnership tax experts help firms and individuals with effective compliance, tax planning, structuring, succession planning and tax reserving to protect partners and promote the success of the practice.
Not exactly sure where to start?
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Why choose S&W?
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A trusted partner
Individuals and families have relied on our advice for over 145 years. We work as a trusted partner, building long-term relationships to help clients navigate tax changes and life’s challenges across generations.
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Experienced professionals
Our private clients benefit from a lead expert: an experienced tax practitioner who will take charge of your case, providing a consistent point of contact and ensuring consistently high quality services and support.
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Integrated expertise
Our personal tax practice serves UHNW clients, entrepreneurs, those with international exposure and others with complex, varied needs. We draw on resources from across S&W to provide specialist, expert advice.
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Local, global support
We have offices across Britain, Ireland and internationally, as well as being a founder member of accountancy and advisory network CLA Global. We bring local support and world-class expertise, wherever you are.
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