Company

Evelyn Partners

Position

Consultant

Index

Accountants & Tax Advisers

Location

Oxford

Advice type

Tax, wills & trusts

Tax planning

Estate planning

Inter-generational tax

Inheritance tax mitigation

Trusts

Cross-border tax

Client Types

Private clients

HNW

International non-doms

Non-domiciles

Sector Focus

Accounting

Business and Consumer Services

Customer Type

Accountant

Simon Jennings

Spear’s Review

When Spear’s caught up with Simon Jennings following his 2017 move to Smith & Williamson (now Evelyn Partners), he described the company as ‘a more appropriate firm for me to work towards retirement’, but the founding member of Step shows no sign of slowing down just yet.

An adviser on a wide range of aspects of private tax, Jennings had been a partner at Rawlinson & Hunter for more than three decades. What has the senior consultant learned in his long time at the crease? ‘No two private clients are alike,’ he says. He adds that personality, family circumstances, plans for the future and risk appetite of a given client are all things an adviser needs to consider before tailoring the right advice.

Rank: Recommended

Recommended 2023, Accountants & Tax Advisers

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