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Services to private clients

Protecting family wealth is a priority for most people, and effective tax planning has a large part to play in this process.

Our experts can advise you on every aspect of your personal tax position, from dealing with your annual self assessment Tax Return to advising on capital gains tax, wills and inheritance tax planning.
A thorough understanding of your needs, objectives and plans for the future is at the very centre of this advice.
Drawing on our experience we will examine issues that you may not have considered, ensuring that your wealth is working effectively for you and that you are planning for both the expected and the unexpected.
Flexibility is key: what works today may not be appropriate in five or ten years' time. We will keep your tax planning strategy under review so that it can be adapted to suit your changing circumstances, or in response to ever-changing tax legislation.
Our services to private clients include:
  • completion of your self assessment Tax Return
  • capital gains tax planning
  • inheritance tax planning and advice on wills
  • exit and succession planning
  • services for non-domiciled and expatriate clients
  • wealth management services
  • trust accounting and tax compliance
  • administration of estates.
Whether your financial affairs are straightforward or highly complex you will have a dedicated specialist allocated to you. We develop long-term relationships with our clients in order to deliver a service which meets your specific needs. Whether you require ongoing services or one off specialist advice we will be happy to quote and provide a full explanation of our fees, assisting in your decision to go ahead.

Recent publications

  • Use your pension for IHT planning?
    The latest stage of the pension revolution could lead families to use pensions as multi-generational “trust funds”.
  • Building a life on shifting sand
    With HMRC altering their interpretation of the law, often without any warning, taxpayers need to stay alert to the constantly changing landscape of UK tax
  • Annual property tax
    With the ATED valuation bands decreasing to £500,000 from April 2016, 36,000 more properties will be exposed to the regime. With potential administration simplification ahead, what does this mean for you and your properties?
  • Planning for educational costs
    Your child is heading off to start a new chapter in their lives, having secured their higher education place, but have you planned for the costs so that you can still enjoy your new found freedom?
  • Mis-sold a financial product? Don’t forget the tax!
    Individuals, companies and partnerships all need to ensure that compensation for mis-sold financial products is correctly accounted for in their tax returns.