Simon is a Chartered Tax Adviser and qualified Financial Planner. Before joining this firm in 1998, he worked within the Inland Revenue and as a tax specialist for a London firm of accountants.

Simon heads a team within the Client Services Division, and specialises in providing tax and financial advice to high-net-worth clients with complex affairs, focusing on services for directors, investment bankers and other high-earning individuals. He has particular expertise in employer incentive arrangements and sophisticated capital gains tax, income tax and inheritance tax planning.

01892 701813
simon.dixon@heartwoodgroup.co.uk