SGD

Spencer Gardner Dickins (‘SGD’) is a leading firm of Chartered Accountants, Chartered Tax Advisers and Independent Financial Advisers based in Coventry.

Established in 2004, we provide a full range of tax, accounting, financial planning and advisory services to businesses, families and private individuals throughout the UK. Combining the technical expertise and breadth of service associated with a larger practice with the personal approach of an independent firm, we focus on building long-term relationships and delivering tailored advice that helps our clients preserve, grow and transfer wealth efficiently.

Whilst SGD offers a comprehensive range of services to both corporate and private clients, we are particularly recognised for advising high-net-worth and ultra-high-net-worth individuals, families and trustees on complex inheritance tax, trust and succession planning matters.

Our specialist team works closely with clients to develop bespoke strategies that protect family wealth, facilitate the orderly transfer of assets between generations and ensure tax considerations support, rather than drive, personal and commercial objectives. Our expertise includes inheritance tax planning, trusts, estate administration, probate, succession planning and wider private client tax advisory services.

Your main point of contact at SGD will be Matt Stambach who is one of our Private Client Tax Directors and focuses on the delivery of bespoke tax advisory services to individuals, families and trustees. With more than 20 years' experience advising private clients, Matt specialises in inheritance tax planning, trusts, succession planning and wider capital taxation matters. He is known for combining deep technical expertise with a practical and approachable style, helping clients navigate complex tax issues with clarity and confidence.

To learn more, visit: www.sgduk.com