Rebecca is a Partner in the business tax services team at Evelyn Partners.

Evelyn Partners (previously known as Smith & Williamson LLP) have been looking after the financial affairs of individuals, families and businesses for more than a century.  The firm aims to deliver imaginative yet pragmatic advice and solutions tailored to individual circumstances, which is achieved by taking the time to get to know our clients and understand their objectives, needs and aspirations, as well as the longer-term challenges likely to be faced.  We act as a trusted adviser to help you grow, manage and preserve wealth.

The firm offers an unusually wide range of services to both individuals and corporate clients, including tax, audit, forensic accounting, transaction support, corporate finance, and restructuring and recovery. Its private client services include investment management, individual tax advice, trusts, pensions and financial planning.

Rebecca leads the team in relation to our Enterprise Investment Scheme and Seed Enterprise Investment Scheme offering, and our involvement often includes advising on the SEIS/EIS status of companies, tax structuring of fund-raisings under the schemes, through to obtaining advance assurance from HMRC and assisting with SEIS/EIS/tax compliance going forward.  In addition, she can link in with our financial planning team to assist with identifying potential investors.

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