About Ward Advisory

Ward Advisory is a boutique property tax advisory focused on high-value property transactions (£2m+) across London and the UK.

We advise high-net-worth and ultra-high-net-worth clients, working alongside property agents, law firms and developers to provide an all-encompassing approach to property tax, with a particular focus on SDLT, IHT, and CGT.

Our team comprises qualified property and private client tax specialists, with over 40 years’ combined experience advising on complex, high-value transactions.

Over the past year, we have helped clients save circa £30m at completion and secured circa £10m in SDLT refunds from HMRC. We are often instructed to sense-check transactions or provide a second view, particularly where complexity may otherwise delay or impact the deal.

Our approach is discreet, collaborative and non-disruptive, working alongside the existing deal team to deliver clear, defensible advice. We typically manage the process end-to-end, including liaising with solicitors, HMRC engagement and SDLT submission where required, backed by £1.5m professional indemnity cover per claim.

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  • Specialist Focus

    Niche expertise in property and private client taxation.

  • Tailored Advice

    No one-size-fits-all solutions, every plan is bespoke.

  • Discreet & Strategic

    Your tax affairs handled with care and discretion.

  • Expert Service

    All clients receive a hands-on priority service.

Meet the Team

  • Chris Ward

    CHAIRMAN

    Chris has over 30 years of experience in business during which time he started, built and managed one of the UK's leading IFA practices advising HNW individuals on tax, investment and financial matters. During this period Chris has developed a large network of exceptional contacts in the property and professional services sectors in London and the Home Counties.

  • William Ward

    MANAGING DIRECTOR

    Will spent several years in sales honing his skills and was a consistent high performer before re-joining the family business.

    He leads the business day to day, and directs on strategy to ensure it delivers its vision, mission and long term goals.

  • Marco Spano

    PROPERTY TAX DIRECTOR

    Marco is a fellow of the Institute of Chartered Accountants and has worked for several large accountancy firms.

    He specialises in advising Private Clients in all aspects of their tax including IHT, CGT, and property portfolio structuring.

  • Louise Ward

    OPERATIONS DIRECTOR

    Louise runs the day to day business operations using her experience from a long career in banking & finance to ensure the business runs smoothly and efficiently.

  • Charlie Ward

    BUSINESS DEVELOPMENT MANAGER

    Charlie previously worked for a leading Central London property agency and now manages business development at Ward Advisory.

    He is responsible for building and managing relationships with professional partners, identifying new opportunities for the firm, and supporting the growth of Ward Advisory’s specialist services across property and advisory markets.

  • Les Marshall

    FINANCE DIRECTOR

    Les has worked in the Ward family business’s for over 30 years. He oversees finance and accounts and has a wealth of experience within his expertise.

  • Harvey Ward

    MARKETING MANAGER

    Harvey is responsible for managing marketing at Ward Advisory.

    He works closely with internal teams and partners to position Ward Advisory’s services clearly, support business development activity, and ensure consistent, high-quality messaging across all client and professional channels.

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