In-depth client analysis

  • Summary: tax and wealth planning webinar

    Roffe Swayne recently hosted a webinar to update clients on our thinking about the need to keep tax and wealth planning up to date

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  • Tax year-end planning

    2020 promises to be an interesting year, we will have to wait and see what announcements the Budget brings on 11 March, but it is still a good time to think about your tax year-end planning

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  • Feeling festive at our carol concert event

    Roffe Swayne got into the festive spirit at Holy Trinity, Guildford on Friday, where our clients joined us for a glass of mulled wine at our carol concert

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  • Capital Gains Tax on property disposals in a divorce

    There are many complexities to Capital Gains Tax on divorce which can make a significant difference to how parties may decide to divide their assets

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  • A good time to review personal financial plans?

    Now might be a good time to think about personal financial planning and wealth management – not least because the tax year runs until April – so if you haven’t made use of personal allowances use them before you lose them.

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  • Capital Gains Tax on property

    There are a number of potential pitfalls to be aware of surrounding Capital Gains Tax on property

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  • Offshore income and assets: Requirement to Correct

    Anyone with undeclared offshore tax liabilities to disclose these to HMRC by 30 September 2018.

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  • Chris Boulet

    Chris Boulet Tax Partner Chris originally joined the firm’s tax department in 1989 as a tax trainee. In 2008 he then started his own tax consultancy practice. Chris works with a broad spectrum of clients from large multi-national companies to SMEs, as well as individuals and families on tax. Much of his work has an [...]

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  • Linda Warner

    Linda Warner Tax Partner Linda, head of the tax team, advises on all aspects of UK taxation and the interaction with international tax regimes. Before joining Roffe Swayne, Linda was a partner at Smith & Williamson specialising in owner-managed businesses and their owners. Linda continues to work with Surrey owner-managed businesses, particularly within the property [...]

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  • Kate Hart

    Kate Hart Forensic Partner Kate advises clients on all aspects of forensic work and has been actively involved in more than 200 engagements. Her work involves expert witness and advisory assignments, expert determinations and fraud investigations. Her experience ranges from the calculation of loss and damages in contractual disputes and consequential loss scenarios, to business [...]

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