CHRISTMAS OFFER Subscribe to Cotswold Life today CLICK HERE

Smith & Williamson’s Cheltenham tax team Launch in Cheltenham

PUBLISHED: 16:54 07 October 2014 | UPDATED: 16:54 07 October 2014

Launch of the Smith & Williamson tax team in Cheltenham

Launch of the Smith & Williamson tax team in Cheltenham


Accountancy and investment management group, Smith & Williamson, hosted a party for over 80 guests to launch its new Cheltenham based private client tax team. Smith & Williamson acquired a four-strong team of private tax specialists with particular experience in advising internationally mobile families, including ‘non domiciles’, on their tax, trusts and pension arrangements.

The team, which is based at Festival House in Jessop Avenue and led by partner Louise Somerset together with associate director Krista Woodman and tax professionals Daniel Gadd and Emma Robinson, have joined Smith & Williamson from RBC’s Wealth Planning Division.The launch party took place in September to welcome the team to Smith & Williamson and introduce colleagues from the firm’s Birmingham, Bristol, London and Salisbury offices to clients and professional contacts in Cheltenham, who included lawyers, bankers, trustees, financial advisers and land agents.

Tax partner Louise Somerset said: “We were thrilled to see so many people at our launch and to have the opportunity to introduce our clients and professional contacts to colleagues from Smith & Williamson who provide a comprehensive range of financial services and expertise to businesses as well as private clients and who support our work here in Cheltenham. “We look forward to working closely with the local business and professional community and building our team in Cheltenham where we have a loyal and growing client base.”

Joss Dalrymple, national head of private client tax services at Smith & Williamson, said: “We are delighted to have our tax team in Cheltenham. It is a unique town with particular needs from tax and financial advisers. We have been made very welcome as a firm and we look forward to developing our ties with the local community.”

In September, Smith & Williamson was named the winner of the Multi-Family Office Team of the Year award at the prestigious STEP Private Client Awards 2014/5. Last year, Smith & Williamson won Accountancy Team of the Year and Investment Management Team of the Year awards from the Society of Trust & Estate Practitioners.

For further information call 01242 506030

Louise Somerset, partner, private client tax services, Cheltenham



Welcome , please leave your message below.

Optional - JPG files only
Optional - MP3 files only
Optional - 3GP, AVI, MOV, MPG or WMV files

Please log in to leave a comment and share your views with other Cotswold Life visitors.

We enable people to post comments with the aim of encouraging open debate.

Only people who register and sign up to our terms and conditions can post comments. These terms and conditions explain our house rules and legal guidelines.

Comments are not edited by Cotswold Life staff prior to publication but may be automatically filtered.

If you have a complaint about a comment please contact us by clicking on the Report This Comment button next to the comment.

Not a member yet?

Register to create your own unique Cotswold Life account for free.

Signing up is free, quick and easy and offers you the chance to add comments, personalise the site with local information picked just for you, and more.

Sign up now

More from Out & about

Friday, December 14, 2018

The Cotswolds are abundant with picture perfect locations ideal for a ramble. Gather loved ones, wrap up warm and blow away the cobwebs with one of these winter walks in the region

Read more
Monday, December 10, 2018

Tracy Spiers takes an impressive, if hypothetical, budget on a shopping spree in Cheltenham’s independent stores

Read more
Monday, December 10, 2018

Get out and enjoy seasonal celebrations with a Cotswold twist

Read more
Tuesday, December 4, 2018

If you’re looking for things to do in the Cotswolds this month, we have gathered plenty of events for you to pop in your diary

Read more
Tuesday, December 4, 2018

Hundreds of participating National Lottery-funded visitor attractions across the UK are saying ‘thanks’ to people who have raised money for good causes by buying a lottery ticket, including a number of venues in the Cotswolds

Read more
Monday, December 3, 2018

“We’re looking forward to lots of festive fun this Christmas festival and hope to welcome lots of people to our town.”

Read more
Monday, November 26, 2018

“Faringdon upholds old-fashioned values through its traditional shops, personal service and shop owners who go the extra mile to make their customers feel at home.”

Read more
Friday, November 23, 2018

Home to some of the country’s most breathtaking architecture and picturesque gardens, the Cotswolds boasts plenty of beautiful stately homes you need to visit. We pick eight special locations that are made even more magical during Christmas time

Read more
Tuesday, November 20, 2018

Taking the classroom outdoors is fun, inspires fresh ideas, broadens horizons – and encourages a new generation to enjoy and care for the Cotswolds

Read more
Monday, November 19, 2018

Chipping Campden – once the meeting place for a council of Saxon kings – now offers the warmest of welcomes to all its visitors, from the humble shopper to the seasonal shin-kicker

Read more
Thursday, November 15, 2018

As well as three days of action-packed racing and tradition, there’s plenty to do away from the course at this year’s November Meeting. Neil Phillips, The Wine Tipster, shares his 14 suggestions on how to make the most of your time at Cheltenham Racecourse

Read more
Tuesday, November 13, 2018

The Warwickshire town of Alcester is considered one of the best understood Roman settlements in the country. Tracy Spiers digs below the surface to discover its hidden jewels

Read more

Thanks to the impact of ground-breaking comedy This Country, the quiet market town of Northleach has become one of the Cotswolds’ hottest film locations. Katie Jarvis is sent to investigate

Read more
Tuesday, November 6, 2018

Stephen Roberts walks in the footsteps of the Oxford scholar who enjoyed attending parties dressed as a polar bear, and once chased a neighbour while dressed as an axe-wielding Anglo-Saxon

Read more

Newsletter Sign Up

Sign up to the following newsletters:

Sign up to receive our regular email newsletter

Our Privacy Policy

Topics of Interest

Food and Drink Directory A+ Education

Subscribe or buy a mag today

subscription ad

Local Business Directory

Property Search