Question 1

Which clients do you usually work with?

Accepted Answer

Which clients do you usually work with?

I primarily work with private individuals, business owners, entrepreneurs and families who require tailored tax advice to support their personal and commercial objectives. Many of my clients have complex affairs involving family businesses, investment portfolios, property holdings or succession planning considerations.

I also work closely with the wider Private Client Advisory team supporting high-net-worth individuals and families who are focused on protecting and preserving wealth for future generations through effective inheritance tax and estate planning.

In addition, I work with clients whose affairs have an international element, assisting with cross-border tax issues, residence and domicile considerations, overseas assets and reporting requirements. My role is to provide clear, practical advice that helps clients navigate an increasingly complex tax environment with confidence and certainty.

Question 2

What notable cases have you worked on?

Accepted Answer

Advised a family-owned business on a succession and ownership restructuring programme, helping facilitate the transfer of ownership to the next generation while managing tax exposures and supporting the family's long-term objectives Supported a business owner through the sale of their company, providing tax planning advice before completion to optimise reliefs and minimise tax liabilities arising from the transaction Advised internationally mobile individuals on UK tax residency and cross-border tax considerations, ensuring compliance while identifying opportunities for tax efficiency Supported clients during HMRC enquiries and reviews, providing clear technical guidance and managing communications with HMRC to achieve timely and favourable resolutions.

Question 3

How do you help your clients achieve the best outcome?

Accepted Answer

How do you help your clients achieve the best outcome?

Every client is different, so I begin by taking the time to understand your personal circumstances, objectives and any challenges you may be facing. This allows me to build a clear picture of your situation and identify the issues that require attention.

I combine technical expertise with a practical and commercial approach, ensuring that the advice I provide is tailored to your specific needs rather than applying a one-size-fits-all solution. Throughout the process, I explain complex tax matters clearly and keep you informed of available options, risks and opportunities.

Where appropriate, I work collaboratively with your wider professional advisers to ensure a coordinated approach. My focus is always on providing proactive advice, reducing uncertainty and helping you make confident decisions that achieve the best possible outcome both now and in the future.

Question 4

What can I expect from my first meeting with you?

Accepted Answer

What can I expect from my first meeting with you?

Our first meeting is an opportunity for us to get to know each other and discuss your circumstances in detail. Meetings can be held in person, by telephone or via video call, depending on what is most convenient for you.

I will take time to understand your objectives, current position and any specific concerns or challenges you would like to address. We will discuss the relevant tax issues, identify any immediate actions required and explore potential opportunities for planning or restructuring where appropriate.

You can expect an open and straightforward conversation, free from unnecessary jargon. My aim is to provide clarity from the outset and help you understand the options available to you. If you decide to work with me, we will agree the next steps, establish a clear plan of action and ensure you have the support and guidance needed throughout the process.

Suzanne Hopkins

I regularly advise entrepreneurs, shareholders, high-net-worth individuals and family groups on both compliance and strategic tax planning.

Expertise in

Suzanne is based in the following location

Chichester

More about Suzanne

Which clients do you usually work with?

What notable cases have you worked on?

How do you help your clients achieve the best outcome?

What can I expect from my first meeting with you?

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