Personal tax planning that helps
you make the most of your money
Make smart
decisions
Our Personal Tax specialists help you make smart, compliant decisions that protect your wealth and support your long-term aspirations.
Every recommendation is shaped by your life stage, financial ambitions and appetite for risk.
Personal Tax
Our straightforward guidance helps you navigate complex tax rules with confidence and peace of mind. From preparing and filing your annual tax return to planning for significant life events, we provide support that extends far beyond the tax calendar.
How we champion your business
Maximise what's yours:
Personal tax return preparation that ensures you claim all legitimate reliefs and deductions.
Plan with purpose:
Strategic advice aligned to your life stage, wealth goals and risk profile.
Keep it simple:
Clear, jargon-free guidance that turns tax obligations into confident action.
Manage cross-border complexity:
Expert support for international tax, residency and expat issues.
Meet the team
There are plenty of ways Sumer can make a difference to your business.
But if we had to pick one, it’s our people. With partner-led services from local experts in every region, we offer national scale and personal support from people who understand your sector and your community. From succession planning and exits to international growth, our specialists are here to help you make the big decisions with confidence.

Caroline Keenan
Northern Ireland
Kathrine Moon
Midlands
Kathrine Moon
Email: KateMoon@jerroms.co.uk

Jamie Morrison
London
Jamie Morrison
As Head of Tax, I am the Partner ultimately responsible for the delivery of tax services across HW Fisher.
I run a significant portfolio advising high profile HNWIs, Entrepreneurs and Family Offices in both the UK and overseas.
I advise clients with domicile / residence issues, on restructuring and transactions, as well as assisting them with property structuring and capital taxes planning.
I spend significant time annually in Asia looking after clients who seek to invest into the UK and advise on property and business structuring. I lecture regularly on taxation issues affecting overseas investors looking to invest in UK real estate and businesses.
I also speak fluent German.
Memberships
ATT
CIOT
ICAEW Affiliate
Email: jmorrison@hwfisher.co.uk

Debbie Rafferty
South West
Lisa Wilson
North West
Lisa Wilson
Email: lisa.wilson@cowgills.co.uk