Being a partner in a professional services firm, such as a legal practice or consultancy firm, comes with its challenges and demands. At S&W, we possess the capabilities which are uniquely tailored to the complexities of how partnerships are set up.

We are a partner-led service, meaning that all senior professional partners are looked after by a fellow senior professional with the expertise to relate to your challenges.

We work with professionals like you and possess the credentials to understand and support your partnership.

Two people in a meeting

Our services

Wherever you are in your career as a professional partner, our advice and expertise are shaped around your needs.

two people sat down

Tax planning

The UK tax system is notoriously complex but the benefits of structuring your finances tax-efficiently can be huge. We can help you to do this while ensuring you are making the most of the available allowances, so you won't pay any more tax than you need to.

four people talking

Trust and estate planning

Changes to tax rules have made trusts less attractive, but with the right support, they still have a role in planning for your family’s financial future. We can help you stay on top of your tax obligations, disclosure requirements and any rule changes as they occur.

Supporting you through all your career stages

From becoming a partner, right through to retirement, S&W are here to support you in every stage of your career.

  • Services

    Becoming a partner – What to consider for professional success

    At S&W, we understand the intricacies involved when working with professionals and partners, especially when it comes to financial planning. This is where our expertise around partnership agreements, tax efficiency and the financing of your partnership shines through, building your partnership to achieve present and future success.

     

    In our guide, we explain the considerations that come with becoming a partner, as well as the importance of financial planning from the outset.

  • Support

    Establish yourself as a partner – Planning for the future

    Planning is an integral part of any professional's preparations for the future. For partners who have been in the industry for a short time or for those who have been in it for a longer period, taking the necessary steps to prepare for the future can have a significant impact on achieving the desired outcome.

     

    In our guide, we examine the steps required to ensure your partnership is working to secure the future you want.

  • Journey Plan

    Retiring from a partnership – How to make a successful exit

    Exiting a partnership can evoke a variety of emotions, from enthusiasm to the need to be cautious upon exiting the current financial setup. The long-term success of both your retirement plan, and the business exited, must be safeguarded.

     

    We analyse the processes when ceasing to be a partner, from the tax implications of leaving a partnership to other considerations such as employee vs consultancy, and how we can support you.

Get in touch

Our specialist partnership practitioners are on hand to navigate complexities and create opportunities within your partnership. Get in contact today to find out more information on how we can support you.