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.
Your Personal Tax Champions
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.
David Crowter
South East
Chris Ferguson
North East
Chris Ferguson
Email: chris.ferguson@r-m-t.co.uk
Esther Hancock
Midlands
Esther Hancock
Esther joined DPC in 2003 and became a director in November 2013, specialising in tax. Esther qualified as a Chartered Certified Accountant in 1999 and qualified as a Chartered Tax Advisor in 2002. She also holds the STEP qualification (Society for Trust and Estate Planners).
She has a wealth of experience, working in accountancy practice for many years.
Esther specialises in providing tax advice and planning to small and medium sized owner-managed businesses and high net worth clients both at a corporate and personal level on all areas of tax, including income tax, corporation tax, capital gains tax and inheritance tax. She provides technical tax knowledge and support to the office.
She has been involved in mergers and acquisitions and is experienced in corporate restructuring, and employee share schemes.
Simon Hurren
East Anglia
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
Jeremy Trent
London
Jeremy Trent
Email: jtrent@hwfisher.co.uk
I have more than 30 years’ experience and advise on all aspects of personal taxation.
My clients include a number of high net-worth and ultra-high-net worth individuals whose personal finances and business interests are often intertwined.
Many of my clients are leading entrepreneurs and senior business executives who often have quite complex family financial affairs. I offer wide-ranging personal taxation and financial advisory services, including estate and inheritance tax planning. I also provide an increasing amount of corporate finance advisory services.
Many of my clients are active in the property sector. I also provide advisory services for a number of charities.
I invest significant time and effort in breaking down complex tax issues to clients by explaining them in the simplest way possible, and creating bespoke solutions that are tailored to each individual client.
I joined HW Fisher in 1990, having trained and qualified elsewhere, and became a partner in 1994.
Lisa Wilson
North West
Lisa Wilson
Email: lisa.wilson@cowgills.co.uk
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Personal Tax Planning and Advisory Services
Securing your future with expert guidance With the UK tax system becoming increasingly complex, personalised tax planning is essential. At Carpenter Box, our mission is to help you keep more of what you earn, through smart strategies that optimise your tax position and protect your wealth. Whether your financial affairs are straightforward or highly intricate,