Managing your personal and business wealth

How individuals and families manage their affairs and wealth is constantly changing. We help clients build a lasting legacy in the face of increasing complexity, globalisation, public scrutiny and regulation.

Our clients value our global reach and breadth of knowledge and skills – that’s why we have specialists to suit each one: from private business owners to global entrepreneurs; from families and their businesses to landed estates. Every client’s needs are different.

With PwC’s Private Client Services it’s personal.

It’s about:
  • Wealth - a clear investment strategy and effective tax and legal structuring
  • Transfer - succession planning, trusts/estates and philanthropy
  • Governance - long term structuring for individuals, families and their business interests
  • Risk and Regulation - robust global compliance
  • Realising Wealth - planning ahead to comply and also ensure the right long term structures are in place

“We are relationship led; working with private businesses and private clients to deliver bespoke solutions, with global expertise, reach and connectivity.”

My name is Susie Simpson and I am incredibly proud to lead our PwC Private Client practice across the UK.

I am based in Scotland and travel the breadth of the UK helping my clients and working closely with our market team and our wider team of national and international private client and private office specialists.

I work with a wide range of Private Businesses and their owners, private offices and families, advising individuals with both private and business wealth at every stage of their life cycle through growth, succession and beyond.

The work that we do in our Private Client team is inextricably linked to what we do with our Private Business clients - together we’re focused on both the owner and their business. Read more about Private Business.

Susannah Simpson, Head of PwC Private Client UK and Private Business, Scotland

We strive to nurture and continually evolve our Private Client and Private Business teams, so they listen to what clients want and take account of global trends.

Our national Private Client market team

Lee Stamp

Private Client Partner and North Region Private Client Leader, PwC United Kingdom

+44 (0)7595 611453

Email

Susannah Simpson

Head of PwC Private Client UK and Private Business, Scotland, PwC United Kingdom

+44 (0)7989 426432

Email

William Dowsett

Private Client Partner and Central Region Private Client Leader, PwC United Kingdom

+44 (0)7525 298704

Email

Our national Private Business market team

Dipan Shah

Partner, UK Private Business Tax Leader and London Private Business Leader, PwC United Kingdom

+44 (0)7974 956947

Email

Emma Suchland

North West Private Business joint leader, PwC United Kingdom

+44 (0)7841 803732

Email

Karl Harriman

Private Business Partner and Central Region Private Business Leader, PwC United Kingdom

+44 (0)7748 185329

Email

Nick Farr

Private Business Partner, South East, PwC United Kingdom

+44 (0)7788 710517

Email

Team awards

Explore our key Private Client services

Private Office - helping you to build and protect your wealth

How wealthy individuals and families manage their affairs and wealth is constantly changing.

Over the years our private office services have helped clients build a lasting legacy in the face of increasing complexity, globalisation, public scrutiny and regulation.

We operate globally bringing our breadth of knowledge and skills to help our clients whether you’re in financial services, a global entrepreneur, a family business or a landed estate.

PwC’s Private Office team is dedicated to working with UK and international private individuals and families. We help you to build and protect your wealth, ensuring that you can look forward to a safe and secure future.

Read about our Private Office services. Download the flyer.

Family Business - Managing ownership and growth

Family businesses face unique challenges and also have unique strengths. At PwC we’re passionate about helping families devise the right strategy to carry the business throughout generations and manage dynamics both at corporate and family levels.

We work with families, of all shapes and sizes, across the UK - from first generation to sixth and beyond - to help solve a wide range of issues as they manage both the ownership and growth of the family business.

Our team of dedicated family business specialists have a deep understanding of the challenges and considerations that drive both your business and your family, which comes from years of experience working alongside owners and family members and hearing what matters to them.

Learn more about our Family Business Services.

Owners agenda

Contact us

Hannah Harris

Hannah Harris

UK Family Business Leader, PwC United Kingdom

Tel: +44 (0) 7764 958 585

Private Client Legal

We have practising Private Client lawyers within our UK practice who focus on helping our clients develop the right Owner’s Strategy for protecting and passing on their wealth to future generations, wherever in the world their assets or family members may be.

We offer the following legal services to address the personal needs of our clients and their families, including:

  • Estate planning -wills, trusts and incapacity planning
  • Setting up trusts, advising trustees and advising on trust law
  • Governance and legal support around ownership and management of businesses/wealth
  • Set up and operation of Private Office structures
  • Contentious trusts and probate and other private client disputes
  • Charities and philanthropy
  • Immigration, residence and citizenship advice
  • Employment arrangements for staff

Learn more about our Private Client Legal Services.

Contact us

Clare Stirzaker

Clare Stirzaker

Private Client Legal Services Leader, PwC United Kingdom

Tel: +44 (0) 7725 632 837

Contact us

Susannah Simpson

Susannah Simpson

Head of PwC Private Client UK and Private Business, Scotland, PwC United Kingdom

Tel: +44 (0)7989 426432

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