Private client tax services

What we do

Smith & Williamson's reputation and success has largely been built on the provision of a range of services to private clients, their businesses, and related trusts. To see a full list of services that we provide to private clients click here.

Our clients

Our clients include high net worth individuals, non UK domiciled individuals, family offices and landed estates, trusts, professional practices as well as individuals and families. Through our offices in London, Bristol, Salisbury and Guildford we currently have over 6,000 private tax clients and act for about 1,500 trusts with individual asset values ranging up to £1bn. 

What you can expect

Our training programme involves you working towards the ATT (Association of Tax Technicians) or ACA (Associate Chartered Accountant) and then the CTA (Chartered Tax Adviser) exams, as well as on-the-job training. Once qualified, we’ll continue to help you to develop your technical skills as well as those you’ll need to become effective managers, with courses on client meeting and coaching skills, enhancing client relationships and many more.

You will start by assisting senior staff and gaining plenty of technical experience by collating information, making calculations and forming a tax return. You’ll be allocated a group of clients for you to manage their tax affairs and also to assist with ad-hoc planning and advice projects as appropriate. As your confidence builds you become involved in more complicated matters as well as supervising a fresh intake of graduates.

Career progression

Having passed your exams, you’ll get all the training support you need. With strong performance, the right attitude and technical expertise, you can move onwards into management positions with new challenges - managing staff, reviewing work, report writing and holding meetings. Director opportunities are always there for those who have the ability.