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MCKIE & CO – recognised pre-eminence

McKie & Co, which was established in 1998, is a tax advisory firm which specialises in solving the taxation problems of private clients. The firm advises high net worth individuals and the solicitors, accountants and other advisers of such individuals.

The quality of our work and of our service to our clients has been recognised in both of the two major professional awards for taxation advisers; the STEP Awards and the Taxation Awards.  We have been shortlisted four times in the STEP Awards, winning the ‘Boutique Firm of the Year’ category in 2009.  In the Taxation Awards we have been shortlisted eleven times winning the ‘Tax Consultancy Firm of the Year’ category in 2012 and again in 2015 and, in 2022, the ‘Best Private Client Tax Practice’ category.   These Awards provide an objective demonstration of the quality of our practice and of the respect in which it is held. 

‘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.’

~ Judges for the Society of Trust & Estate Practitioners Award ~


McKie & Co is a chartered tax advisory practice consisting of two partners, Simon and Sharon McKie, who are well known for their expertise in private client tax matters. We are probably the only firm of tax specialists in the country which can say that all its principals are Fellows of the Chartered Institute of Taxation.

Simon and Sharon are the joint authors of McKie on Statutory Residence and Tolley’s Estate Planning and other works on taxation and sit on a number of technical committees of professional bodies concerned with the taxation of the private client.


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 clients appreciate that we are approachable as well as professional.



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

CaN we help you?

If you have a matter on which you require tax advice please contact us by completing the form opposite.