UK Finance & Tax | Tax Advice | UK Tax A

London Financial District, England

ABOUT US

Gillian Everall launched Everfair Tax in 2014, setting up a new kind of tax consultancy to primarily assist international individuals living and working in the UK. With frequent recommendations and referrals for UK clients also, the company’s services soon expanded to encompass a full range of UK, US and Expatriate tax services.

With a promise to provide clients with the experience and knowledge found in the large city firms, whilst ensuring exceptional client care and a service tailored to suit each individual’s requirements, Everfair Tax has grown year on year. After relocating to larger offices in Weybridge in 2018, a second London office was opened in 2020.

OUR VALUES

BIG FIRM EXPERTISE,
WITH SMALL FIRM PRACTICALITY.

Our clients benefit from our technical excellence, which drives the commerciality of our results. We’re not governed by the rigidity of corporate processes, so we’re proud to offer a truly personal, adaptable and responsive service for you.

PERSONAL TOUCH IS OUR BUSINESS-AS-USUAL.

Everyone we work with has different goals in mind, so by honouring your unique starting point, we’re able to offer an individualised approach. We get to know each and every one of our clients, their specific needs, and how we can best add value.

MUTUAL TRUST & RESPECT BUILDS OUR WINNING TEAM.

No matter what your goals may be, we always set a vision, or explore the one you have. By building mutual trust and respect, we can offer a personalised plan. We’re then accountable for listening, defining, and supporting you in achieving your goals.

MOTIVATED & INVESTED IN BEING ON THE PULSE.

We’re proactive in seeking industry news, regulation changes, and knowing what’s on the horizon. Combined with an intimate knowledge of our clients, we’re highly responsive in advising you well in advance of changes, ensuring your vision is protected.

Our friendly team’s combined experience, enables us to provide an extensive array of UK, US and Expatriate advisory, planning and compliance services for our clients, and as you look through our website you will see some of our many testimonials and recommendations.

From the beginning, client service has been of the foremost importance and we always provide our clients with a service that is built on fully understanding each individual’s issues, plans and aspirations, before assisting them to achieve their goals in the most tax effective manner possible.

Furthermore, we have enjoyed building excellent working relationships with many business partners over the years. This team of trustworthy advisors regularly work with us and include lawyers, HR Specialists, financial advisors and chartered accountants, allowing us to provide assistance and solutions for our client’s business or personal taxation issues.

We are proud to be based in Weybridge, Surrey and central London too, maximising our accessibility for our clients.

“Thank you very much for all your kind help and assistance. We were very pleased with the advice that James gave us and extremely grateful that he followed on with notes of our telecon.”

“It was a stroke of good luck when we connected with the kind consultants at Everfair Tax. They proved to be invaluable as we found our way through a maze of forms pertaining to our particular dual citizenship tax issues, and brought up scenarios it hadn’t even occurred to us to consider."

“Thanks to you and your team for all your efforts, which I greatly appreciate. I’d be happy to serve as a reference for any prospective clients.”

OUR PEOPLE

INFORMATION SHEET

At Everfair Tax we enjoy working as a team, supporting each other, ensuring that our service to our customers is exceptional and that our company’s high standards are always met. From the senior partners through to our associates, consultants and office staff we ensure that we will be able to help and support your needs.

Gillian Everall, Managing Director

Focusing on personal tax issues and in particular assisting high net worth clients, many of which are in the international arena and particularly with US tax related issues to consider, Gillian and her team provide advice and guidance in many areas.

Gillian’s expertise in advising high net worth individuals began when she trained with Deloitte and she gained further experience as she worked with some of London’s Top accountancy Firms before moving on to become an Associate Director at Frank Hirth plc, in the Private Client Group, where she developed her knowledge particularly of the issues facing US citizens living in the UK around their pensions and investments.

Gillian’s knowledge of UK personal tax issues is extensive and her clients benefit from advice she provides across a large range of issues. These include; tax efficient business investment, the tax implications on a divorce, general remittance issues facing individuals who have previously claimed non-domiciled status, the tax implications of having a non UK pension scheme and Inheritance Tax planning, including the use of trusts to protect family wealth.

Behind the scenes Gillian is a fitness enthusiast as well as being a closet foodie. Unbeknown to many she has also taken part in a number of adrenaline activities such as sky diving and bungee jumping, as well as having a passion for travelling and experiencing new cultures.

Daniel Everall, Operations Director

Having studied Estate Management and obtained professional qualifications in Property Management, Daniel managed teams and property portfolios for property management companies, resident management companies, corporate landlords and private individuals.

With a wealth of experience in team building, maximising return on investment, dispute resolution, client liaison and budgetary controls, he joined Everfair Tax to become their Operations Director.

Daniel’s mix of company, staff, finance and project management skills have enabled him to review and upgrade the office software, and enhance the company’s process and procedures, whilst developing the company’s strategy for growth. And, in

addition; by providing the tools and a positive environment, Daniel has assisted the personal tax team in maximising their excellent client service goals. Daniel also managed the Weybridge office move and the opening of the new London office.

Always keen to grow his knowledge and fully understand his working environment, Daniel is currently working towards his CIMA qualification.

Away from the office Daniel enjoys running marathons - if enjoy is the word, - cycling, music and watching football.

Matthew Edwards, Associate Director

Matthew has been advising clients with connections to the US since the late 1990s. Primarily focused on providing integrated UK and US tax advice to US nationals and “greencard” holders living in the UK, he has also spent time providing guidance to entrepreneurs and SMEs looking to expand their business activities across the Atlantic.

Over the course of his career, Matthew has worked at Frank Hirth and Ernst & Young, as well as in smaller boutique tax advisory firms. Most recently, prior to joining Everfair, he spent several of years at Satis Asset Management where he was integral in developing their UK/US private client tax practice as well as providing tax guidance and support to their team of wealth managers and financial planners.

Outside of the office, Matthew was once a keen hockey player, though now largely ‘retired’. He enjoys travelling and trying to develop his admittedly very amateur culinary skills.

James Graham, Tax Manager

James started his career in accounting, transitioning into tax in 2014, specialising in Income Tax, Capital Gains Tax and Inheritance Tax for both individuals and trusts.

Working mostly with high net worth individuals, both UK and non-UK domicile clients, James delivers exceptional client service. He applies his expertise to provide his clients with both compliance and advisory services while developing and maintaining excellent client relationships.

James lends his knowledge to Offshore Trust, Remittance Mixed Fund Analysis, Residency, Overseas workday relief, to name a few.

He is a member of Chartered Institute of Taxation (CTA), Association of Tax Technicians (ATT) and the Association of Accounting Technicians (AAT), and is keen to continue his professional development.

James is a keen fitness enthusiast, attending the gym three to five days a week to achieve his fitness goals and keep him in shape.

Matt Winter, Senior Tax Manager

Bringing over 10 years’ experience as a US/UK tax practitioner, Matt’s expertise in delivering US and UK tax compliance and planning makes him an integral part of the Everfair tax team.

Matt trained with a leading US/UK firm in London where he obtained his ATT and US enrolled agents qualifications. In his various roles to date he has delivered advisory and compliance tax services to individuals with US and UK filing requirements ranging from assignees who were moving off company sponsored programmes to long term UK residents with complex investment strategies ensuring throughout effective advice from all US and UK technical perspectives.

Outside of the day job Matt enjoys spending time with his family and occasionally the odd game of pool/snooker.

Scarlett Roland-Jones, Brand and Practice Manager

Scarlett joined Everfair Tax as Practice Manager in 2020, and with a creative background she brings an friendly, energetic and fresh management style to the company.

Strong organizational skills enable Scarlett to ensure the smooth running of the day to day workloads and she also provides administration support for the partners and office teams.

Managing work diaries, databases and the internal company processes, she takes pride in maintaining and maximising the efficiency of the systems she oversees.

In her free time Scarlett is a keen baker and enjoys trialing new cake creations, whilst also following the CrossFit training programme to maintain her fit and healthy lifestyle.