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Private Client Services

Smith Cooper can 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 believe that it is vital that your interests are well looked after and very carefully balanced, particularly when it comes to tax planning and preventing wealth erosion!

We like to work closely with you and your family, providing a bespoke, partner-led service which can work alongside your other professional advisers in a clear, proactive way that caters for your individual needs.

We provide advice to a broad client base from owners of family businesses to large landed estates, property owners, sportsmen and independently wealthy individuals on the taxation implications of 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 help you with your personal planning requirements with confidence, supporting you every step of the way.

We can help you if you:

  • would like a long term relationship and approach to planning your family finances
  • need assistance to give your tax and financial affairs the consideration they deserve
  • are thinking about selling family assets and wish to plan ahead
  • wish to pass on wealth to your families
  • need help structuring the vehicles you hold assets in
  • need international advice
  • wish to start planning for retirement
  • wish to discuss the tax implications of key life events such as marriage, divorce and children
  • need help understanding family trust arrangements

We would like to get to know you and for you to get to know us and trust us in order to provide you with a truly bespoke professional service.

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Our experts

  • Name Catherine Desmond, Derbyshire Partner
  • Name Ian Hill, Derby Personal Tax Manager
  • Name Richard Stanley, Nottingham Partner