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The Team

Who We Are

Founder, Chartered Tax Adviser and Private Client Tax Specialist

Adam qualified as a Chartered Tax Adviser in 2011 and has 19 years in private client tax. He founded Sedgwick White in 2018 because bigger firms treat personal tax as a bolt-on and push work through layers. He wanted direct client access, proper attention, and planning that looks beyond this year's return

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"Beat HMRC" videos and one size fits all courses frustrate Adam because they sell shortcuts that put people at risk. As a personal tax specialist, he reduces tax ethically and legitimately, helping clients pay the right amount while claiming every relief they're entitled to. Adam builds plans around client circumstances—income, assets, and what they want to achieve—not just tax rate comparisons.

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If you want a tax adviser who stays involved year after year, get in touch.

Adam White, chartered tax adviser and private client tax specialist, founder of Sedgwick White in Bath

Adam White

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077921 31898

Chartered Tax Adviser, Estate and IHT Specialist

Kate qualified as a Chartered Tax Adviser in 2014 and specialises in Estate Administration and Inheritance Tax. She came into tax with a law degree, which gives her a unique perspective on complex estates. Kate handles the technical work with precision and delivers results that protect clients from costly mistakes.

Kate Sedgwick, Chartered Tax Adviser specialising in estate administration and inheritance tax planning

Kate Sedgwick

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Tax Technician

Tom qualified as a Tax Technician and has worked with Adam since 2015. He keeps the business running smoothly and stays current with professional training. Tom leads our digital transformation, helping clients navigate new HMRC systems and Making Tax Digital requirements. Clients appreciate his practical support with technology and compliance.

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