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About Us

What Do We Do?

We specialise in solving the taxation problems of private clients.

McKie & Co offers bespoke taxation advice on matters of private client taxation to solicitors, accountants and other advisers of
private clients. We also provide such advice directly to individuals, trusts, companies and other entities. Our clients are based all over the UK and overseas.

We won the ‘Best Tax Consultancy Team’ award in the Taxation Awards 2012. This award recognises the strength of our tax consultancy services to private clients and their advisers.   That strength comes from the pleasure we take in serving our clients in providing technically accurate and practical solutions to their taxation problems.   We were shortlisted for the Society of Trust and Estate Practitioners’ Award ‘Boutique Firm of the Year’ in the Society's Private Client Awards 2013/14.  In 2009/10 we won the award.  The judges said:-

‘McKie & Co offers the highest level of specialist trust and tax service. Their broad experience and clear, logically ordered and positive advice was reflected in positive client references.’

Where Are We?

Our offices are in Somerset but we have meeting room facilities in London.  We shall, if they so wish, travel to our clients.

Who We Are?

McKie & Co is the abbreviation of McKie & Co (Advisory Services) LLP, which is a chartered tax advisory practice consisting of two principals, Simon and Sharon McKie.  Simon is a chartered accountant and chartered tax adviser.  Sharon is a solicitor and chartered tax adviser.  Both have specialised in private client tax matters for many years.  They are the joint authors of McKie on Statutory Residence and Tolley’s Estate Planning and sit on a number of technical committees of professional bodies concerned with the taxation of the private client.

McKie & Co has been in practice for seventeen years and some of our clients have been with us since then.  One such person is Matthew Hutton, a Chartered Tax Adviser, who has said:-

‘I have known Simon professionally for more than twenty years and Sharon for at least fifteen.  It was to them that I chose to transfer my consultancy practice in 2000 and in terms of their technical expertise, inventive solutions and general client care, I am convinced that I made the right decision.  Since then I have had occasion to refer to both Simon and Sharon on a number of knotty issues and have been unfailingly impressed by their command of the subject.’

Why Us?

We provide bespoke taxation advice of the highest technical standard whilst taking account of practical constraints.  Tax legislation is becoming ever more complex and we take care to provide clear logically ordered advice which is free of jargon.
We pride ourselves on our relationships with our clients which are the cornerstone of our practice.

Our professional clients appreciate that we are approachable as well as professional. Tim Parr, Partner at Baker Tilly has said:-

‘I have had extensive dealings with the McKie & Co team over the years. Their thoroughness and professionalism is very impressive and they have been a pleasure to deal with.’

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Publication: McKie on Statutory Residence