Client Testimonials
A personalised service is at the heart of what we do, allowing us to provide the best, tailored advice.
I contacted Russell as I was looking for advice, specifically on Inheritance Tax, and felt that someone who was local and independent (rather than a national company) would provide a more personal service. I found this to be very much the case as, throughout, Russell’s approach was friendly and relaxed, yet professional.
Russell’s report was clear and comprehensive, and the follow-up was most helpful. His advice will enable me to reduce my estate’s eventual liability to Inheritance Tax by many times his fee. He also advised on the drafting of a new Will and offered to liaise with my solicitor on this.
I can unreservedly recommend Russell Smith/P&P Tax Advisors if you are looking for friendly advice at a reasonable fee.
-Alan, September 2023
Having been recommended to P&P Tax Advisors to help us with existing trusts and Probate for my late father, we found Russell not only professional and concise to all our questions, but his friendly approach built trust very quickly, which for us was very important. Russell’s honest approach and advice has been invaluable and his very quick responses to the varying needs of our particular circumstances has made quite a daunting process a lot easier and we would have no problem in recommending him to anyone.
-Davin, April 2023
My family chose P&P Tax Advisors to handle our Probate application - and we cannot recommend them highly enough. Russell went above and beyond. He was incredibly generous with his time and expertise, he promptly responded to any queries and he proactively chased updates from the Probate Office throughout the process, providing updates that assuaged any undue stress during this difficult time. We cannot thank him enough for his professionalism and would strongly recommend him to anybody in need of his services.
-Holly, February 2023
Russell has been amazing helping our family through the complexities of inheritance tax planning and setting up a trust. We’d never done anything like this before and needed a lot of handholding; Russell was very patient and wrote detailed reports exploring all our options and giving us all the information we needed to make decisions. Of all the professionals we have used in recent years, he has been the easiest to deal with, replying to emails quickly, giving accurate time estimates, and not needing to be chased – a very refreshing change!
-Steve, January 2023
I was delighted when Russell offered to come over to my home to help me sort out my personal tax affairs. I appreciated his personal and professional touch and found his support very consoling. Quite a rarity these days when so many interactions are conducted remotely! I have already recommended him to other friends needing help with their tax affairs.
-Caroline, December 2022
I have no hesitation in recommending the services of P&P Tax Advisors. Russell explains areas of Probate and Inheritance Tax clearly, and patiently, and, after one-to-one discussions - I valued the opportunity of having a home visit - presents a written tax plan, with examples and comparisons. His qualifications and experience in tax planning for older people has given me the confidence to make informed decisions in these areas.
This is a personal, one to one service, dealing with delicate matters. Working with Russell on leaving my affairs in good order has brought peace of mind, not only myself, but as importantly to my family.
-Alethea, December 2022
My tax affairs are not totally straight forward, and I was looking for an accountant to do the tax return for me as well as giving advice on Inheritance Tax. There are a lot of fish in the sea, but Russell Smith was introduced to me by my trusted solicitor. He is polite, kind, and knowledgeable. He came to my house and after discussion he produced an accurate and concise summary of my tax position and any possible future changes. Nothing was too much trouble. I am very happy to have found him.
-Jean, October 2022
With short notice I was required to register my sister's Trust with HMRC and I needed help! My neighbour recommended Russell Smith/P&P Tax to me for which I am still very grateful. Initially Russell came to my home and I was immediately reassured that he could guide me through this legal requirement. Since then he has assisted me with tax advice in the making of new Wills for my sister and me plus Inheritance Tax guidance. As a single retired lady I am confident that Russell has the knowledge to lead me in the right direction with tax and legal matters. My solicitor has passed his details to her clients requiring tax assistance. Russell replies to my concerns promptly and explains my queries in a clear manner. I have recommended him to friends and will continue to do so.
- Margaret, September 2022
Russell handled the Probate requirements for our father’s estate in a thoroughly methodical and professional manner including liaising with HMRC, following up outstanding matters promptly and keeping us informed at all stages clearly and concisely. He inspired confidence from start to finish.
-Frances, September 2022
Right from the the first meeting Russell was calm polite and full of understanding regarding my very complex capital gains tax issue, he took stock of the problem and came back with a very well thought out action/plan. Russell worked well sorting my tax problems, he was always available to ask questions and he always managed to break the answer down to a way l could understand. Cannot recommend him enough, what a great guy.
- Brian, February 2022
I cannot thank you enough for all your help, you have made a very difficult and painful process as easy possible. I would recommend your services without hesitation not only for the efficient service you provide but also for the compassionate way in which you handled everything, you have been amazing and I can't thank you enough.
- Louise, January 2022
P&P tax Advisers gave us a top class, personalised service when we faced a number of complex tax issues following the death of our father. Russell provided clear, comprehensive and understandable advice on Inheritance Tax and Capital Gains Tax, and helped us to submit declarations and returns to HMRC. His support and advice were very reassuring at a time when we were coming to terms with the loss of our father.
- Neil, November 2021