Business Details
50+ Years
experience
Trusted Accountants in London | Summers & Co. & Co.
Established in 1963, Summers & Co. & Co. has built a reputation for delivering expert accountancy, tax advisory, and strategic financial services to individuals, family offices, trusts, and corporate clients. Our firm combines over six decades of technical expertise with a client-centric approach, specialising in UK and US tax compliance, corporate tax planning, risk assessment, and dispute resolution. With a focus on building long-term relationships, we provide tailored solutions for high-net-worth individuals, entrepreneurs, and businesses navigating complex financial landscapes. Our team, led by partners Robin and Alistair Summers & Co. & Co., leverages extensive experience in HMRC enquiries, capital gains tax, inheritance tax, and cross-border tax compliance. We operate from our Marylebone office, offering access to a network of specialists while maintaining a commitment to personalised service.Our unique approach blends technical rigour with practical advice, ensuring clients receive actionable insights aligned with their personal and business objectives. We specialise in private office management, supporting family offices with intergenerational wealth planning, philanthropy, and estate management. Our corporate advisory services include mergers and acquisitions, business valuations, and entrepreneurial support, reflecting our deep understanding of both individual and organisational financial needs. With a focus on innovation, we prepare clients for evolving regulatory requirements such as Making Tax Digital while maintaining traditional values of professionalism and discretion.
Services
UK Tax Compliance
US Tax Services
Corporate Tax Planning
Private Office Management
Inheritance Tax Planning
Business Valuations
Dispute Resolution
Mergers & Acquisitions
Risk Assessment
Estate Management
Details
- Year established: 1963
Highlights and features
- Over 60 years of combined experience in UK and US tax compliance
- Personalised service with direct partner involvement
- Specialist expertise in HMRC enquiries and dispute resolution
- Proven track record in cross-border tax planning and valuations
- Integrated approach to family office and corporate advisory services
Associations and certifications
- Institute of Chartered Accountants of England & Wales
Services
UK Tax Compliance
We provide comprehensive UK tax compliance services including personal and corporate tax returns, capital gains tax reporting, and HMRC enquiry support. Our expertise covers inheritance tax planning, VAT advice, and Making Tax Digital implementation. With over six decades of experience, we help clients navigate complex tax regulations while optimising their financial position through strategic planning and technical expertise.
Private Office Management
Our private office management service offers tailored financial administration for high-net-worth individuals and family offices. We coordinate investment management, intergenerational wealth transfer, and philanthropy planning while working seamlessly with legal and financial professionals. This holistic approach ensures comprehensive support for complex personal and family financial affairs across multiple jurisdictions.
US Tax Services
We specialise in US tax compliance for UK residents with US connections, preparing federal and state tax returns including Form 1040, 8938, and 8829. Our services cover foreign earned income, passive foreign investment companies, and gift tax reporting. We help clients meet their obligations while minimising tax liabilities through strategic planning and expert interpretation of US-UK tax treaties.
Business Valuations
Our business valuation services support mergers, acquisitions, and dispute resolution with accurate assessments of company worth. We provide expert witness testimony, shadow expert reviews, and valuation analysis for divorce settlements and shareholder disputes. With nearly 60 years of experience, we combine technical rigour with commercial insight to deliver defensible valuations accepted by courts and regulatory bodies.
Dispute Resolution
We represent clients in tax disputes and negotiations with HMRC, offering expert support for tax investigations and compliance challenges. Our approach combines technical knowledge with strategic negotiation skills to resolve issues efficiently. We also provide mediation services and expert witness testimony in commercial disputes, ensuring clients receive practical solutions backed by decades of experience.
People
Robin Summers
Founder
Established the firm in 1963 with expertise in tax and accountancy. Advises on HMRC enquiries and general practice matters. Fellow of the Institute of Chartered Accountants of England & Wales with experience on National Audit Office committees.
Alistair Summers
Partner
Qualified at Price Waterhouse Coopers, specialises in UK/US tax planning and business valuations. Advises on entrepreneurial ventures and divorce settlements. Fellow of the Institute of Chartered Accountants of England & Wales and trustee of multiple charities.
Questions
What accounting services do you offer for international clients?
We provide cross-border tax compliance, inheritance tax planning, and business valuation services for clients with international interests, including US tax filing requirements and multijurisdictional estate planning.
How do you support family offices?
We offer private office management including financial administration, intergenerational wealth transfer planning, and coordination with investment managers for comprehensive family office support.
What experience do you have with HMRC disputes?
Our team has over 60 years' experience handling HMRC enquiries, providing technical tax advice and negotiation support to resolve compliance issues efficiently.
Can you assist with business sales and acquisitions?
We advise on business valuations, tax structuring, and due diligence for mergers, acquisitions, and disposals, with expertise in maximising value for entrepreneurial clients.
Do you provide US tax compliance services?
Yes, we prepare all US federal and state tax returns including Form 1040, 8938, and 8829 for UK residents with US tax obligations.
How are your services tailored for high-net-worth individuals?
We provide bespoke tax planning, estate management, and philanthropy advice, combining technical expertise with personalised service to address complex financial needs.
