Susannah Simpson

Spear's Review

Based in Scotland, PwC partner Susannah Simpson supports a range of UK-based entrepreneurs and HNW and UHNW families on their tax planning needs, as well as serving as the firm’s UK private client leader. For entrepreneur-led, Simpson can assist with supporting owners with their tax-planning needs throughout the lifecycle of growing a business. 

Increasingly, over the past few years, this work has centred around ‘helping individuals realise they need a bit of structure around their wealth,’ she says, while involving the next generation has been a core theme.

Often, this can involve expanding a family legacy to include philanthropy or other endeavours. The increasing prominence of ESG means ‘there is a need to look at impact investment,’ she tells Spear’s.

‘It’s never to early to think about these things,’ she says diving into important legacy planning complications.