Smith & Williamson takes on Cheltenham-based RBC tax team

Smith & Williamson takes on Cheltenham-based RBC tax team

Four-strong Royal Bank of Canada team makes move to Smith & Williamson

A CHELTENHAM-BASED Royal Bank of Canada tax team has joined Smith & Williamson.

The team, which sat within RBC’s wealth management division, is led by Louise Somerset, who takes a partner position, while Daniel Gadd, Krista Woodman and Emma Robinson also make the move.

Goodman has been appointed associate director, while Gadd and Robinson are to be assistant tax manager and trainee respectively.

The team will continue to operate from Festival House in Jessop Avenue in the heart of Cheltenham. It specialises in advising high net worth individuals and has particular experience in working with internationally mobile families, including non-domiciles, assisting them with tax, trusts and international pension arrangements.

The team will have support from Smith & Williamson’s Birmingham office, which has a headcount of 48 people from the investment management, tax and business services divisions.

Additionally, Smith & Williamson has an office in Bristol with around 180 staff and which offers various financial advisory services.

Somerset is a member of the Society of Trust & Estate Practitioners, while Woodman is a member of the Chartered Institute of Taxation. Before working at RBC, where she spent eight years, Somerset was a partner at PwC.

She said: “We are thrilled to be joining Smith & Williamson with its strong professional reputation for advice on tax and financial matters. This is an exciting opportunity for myself and the team and we look forward to developing the name of Smith & Williamson in Cheltenham, the Cotswolds and further afield, using our experience in UK and international tax matters.”

Share

Subscribe to get your daily business insights

Resources & Whitepapers

Why Professional Services Firms Should Ditch Folders and Embrace Metadata
Professional Services

Why Professional Services Firms Should Ditch Folders and Embrace Metadata

3y

Why Professional Services Firms Should Ditch Folde...

In the past decade, the professional services industry has transformed significantly. Digital disruptions, increased competition, and changing market ...

View resource
2 Vital keys to Remaining Competitive for Professional Services Firms

2 Vital keys to Remaining Competitive for Professional Services Firms

3y

2 Vital keys to Remaining Competitive for Professi...

In recent months, professional services firms are facing more pressure than ever to deliver value to clients. Often, clients look at the firms own inf...

View resource
Turn Accounts Payable into a value-engine
Accounting Firms

Turn Accounts Payable into a value-engine

3y

Turn Accounts Payable into a value-engine

In a world of instant results and automated workloads, the potential for AP to drive insights and transform results is enormous. But, if you’re still ...

View resource
Digital Links: A guide to MTD in 2021
Making Tax Digital

Digital Links: A guide to MTD in 2021

3y

Digital Links: A guide to MTD in 2021

The first phase of Making Tax Digital (MTD) saw the requirement for the digital submission of the VAT Return using compliant software. That’s now behi...

View resource