Director | Private Clients
Specialist area(s): Personal tax | UK and International Trusts | High net worth individuals
Simon has over 20 years of experience in working with private clients. Early in his career Simon worked for the Trust Company of an international bank and in the Private Client team of a City Law Firm. Prior to joining PEM in February 2025, he spent 16 years with a Big 4 accountancy firm in Cambridge.
During his career, Simon has built up extensive experience of working with high net worth and ultra-high net worth individuals, families and their trustees. He is particularly strong in advising on the use of UK and International Trusts in the context of family wealth and estate planning and charitable giving.
Simon’s depth of experience enables him to adapt quickly to the specific and individual needs of his clients, working collaboratively to provide proactive tax advice and assisting with their tax compliance obligations.
Simon lives in Suffolk with his wife and three sons, and in his spare time enjoys running including entering the occasional half-marathon or marathon.
01223 949 651
