Private client services

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We offer a holistic approach to planning your financial and tax affairs, putting the needs of you and your family at the forefront of everything we do

We work closely with you and your family, providing a bespoke, partner-led service. Catering exclusively to your individual needs, we work alongside your other professional advisers in a clear, proactive manner.

We provide advice to a broad client base – from property owners and family businesses to owners of large landed estates, sportsmen, and independently wealthy individuals – on the taxation implications relating to key life events, such as business start-ups and exits, marriage, family succession, and planning for retirement.

Our specialists have many years of experience and aim to confidently support you with your personal planning requirements, supporting you every step of the way.

How can we help you?

Personal tax advice

Personal tax is a complex field to navigate, which is why it is important that you have a trustworthy adviser by your side.

Personal tax compliance

Personal tax is a complex field to navigate, due to ever increasing legislation and changing regulations.

Independent financial solutions

Working exclusively with private and corporate clients of high net worth, we are experts in the provision of bespoke wealth management services.

Farms and landed estates

We understand that managing a farm or landed estate requires time, commitment, and expertise, and recognise that running a farm or estate is more than just a business to our clients – it’s a way of life.

PKF Smith Cooper assist with my individual needs in a professional and supportive manner. I would not hesitate recommending private clients to them.
Estate Owner