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Personal tax services
Expert care for all your personal tax needs from straightforward rule changes and disclosure requirements to complex residential and domicile tax planning.
Personal tax
Constant changes to tax legislation, more onerous reporting requirements and increased risk of investigation mean it’s more important than ever that your tax affairs are in order down to the very last detail.
Tax is likely to represent the biggest financial outlay over the course of your lifetime, yet many of us are simply too busy to dedicate the time required to ensure our tax affairs are in order and we’re not paying more than is due.
That’s why it’s important that you can call on a specialist trusted adviser to manage your personal tax affairs – whether that’s to help ensure full compliance with increasingly complex tax obligations or planning ahead for your own, your family’s or your business's financial future.
Evelyn Partners Professional Services, soon to be S&W
The new face in the professional services world.
Personal tax advice tailored to your needs
Entrepreneurs
We work with entrepreneurs and management teams at every stage of the business lifecycle.
Real estate
Supporting real estate, construction and infrastructure business through effective corporate and financial advice.
Professional practices
Ambitious or cautious, professional practices need an advisor who understands the complexity and dynamism of their often mature, highly regulated, business environments.
Meeting your needs
Bespoke
You’ll get a very personal service tailored to your specific needs from a proactive team who will highlight issues and opportunities as they arise.
Specialist
Our highly qualified team of tax professionals have a broad range of skills and expertise and are completely dedicated to helping you streamline your tax affairs.
Holistic
Our in-house colleagues include investment managers, pensions specialists and financial planners who can provide you with a range of services where required.
Comprehensive
We take a cautious and thorough approach to ensure your reputation is protected in an environment of greater scrutiny from HM Revenue & Customs.
Our credentials
Longevity
We’ve been advising individuals, families and trusts since 1881.
Scale
We help over 5,500 clients, including over 800 non-domiciled clients and more than 350 partnership clients.
Expert
We act for over 170 landed estates and around 1,500 trusts with assets ranging up to £1bn.
Related content
Inheritance tax reform: HMRC publishes consultation on agricultural and business property
We detail the consultation paper from HMRC around agricultural and business property announcements from the 2024 Budget and its impact on individuals, trustees and taxpayers as a whole.
HMRC reconsiders capital contribution stance
HMRC has changed its position on one of the salaried members’ conditions which, if met, can mean that an LLP member is taxed as an employee. This eases the position for members worried about the level of their capital contribution to the LLP. Learn more
Salaried member rules: Court of Appeal decision in BlueCrest case
The latest judgement in this case will be a disappointment to LLP members, with the Court of Appeal defining ‘significant influence’ more narrowly when assessing the meaning of condition B.
This information is for UK residents only.
If you are a US-connected client of Evelyn Partners, see our US website.