Sam Hart

Sam Hart leads the Deloitte Private Client business team in the South West and Wales, providing tax services to entrepreneurs, professional practices and high net worth individuals.  She acts for a number of the region’s largest partnerships and rich list clients.

With over 25 years’ experience, Sam advises private businesses and private clients on all tax issues, including tax efficient structuring, investments, property transactions, succession and trust planning. Sam has a wealth of experience in relation to partnership mergers, demergers, LLP incorporation and property ventures, as well as corporate transactions. In the recent past, she has advised many professional practices on overseas expansion.

As lead of the firm’s national private client compliance services, Sam has transformed how we deliver tax compliance services to our clients, led with technological change and establishing a Centre of Excellence where the majority of our national tax returns are completed. 

Sam contributes to the firm’s 5 Million Futures campaign, having recently undertaken a sponsored abseil and the Great Weston Ride to raise money for the Bristol and Weston Hospital’s Charity.

Sam is a member of the Chartered Institution of Taxation (CIOT), as well as being FCA qualified.