Project Description

Private clients

You’re in good company as a Sagars private client – a diverse bunch including international sports stars, families, high profile entertainers and members of the Times Rich List. But, as Sagars clients, they are all assured absolute confidentiality and share a common desire to maximise and protect their personal wealth.

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Private clients sector - Sagars Chartered Accountants & Business Advisers

We look after the personal taxation needs of over 2,000 people, from all walks of life and with unique circumstances that we need to work around. 

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We do more than just completing and submitting tax returns, and alongside the standard personal tax compliance services we provide, here are some of the other things our clients turn to us for help with:

  • Captial Gains Tax guidance

  • Inheritance Tax advice

  • Residence & domecile status

  • Family office matters

Here to reassure you

Personal tax is complex and, with continual changes to both capital and income taxes, it’s important that you know how much you have to pay and when to pay it. 

Our advice will consider how the different taxes interact and take into account the full picture of your unique circumstances: 

  • Business & investment interests 
  • Any oversees activities 
  • Family & future plans 

The existing relationships we’ve built up with HMRC means you can rely on us to manage any dealings with them on your behalf. And, if you choose to take advantage of our fee protection insurance scheme, you’ll have peace of mind and vital support in the event of any HMRC enquiries. 

We can ensure an efficient service and a safe pair of hands to meet deadlines and provide you with the best tax planning solutions to meet your needs. A combination of technical expertise, experience and effective use of IT help us to provide our clients with the right advice at the right time. 

We’re keen to make sure that your personal financial position is the best it can be – both now and in the future. Together with looking at the opportunities that trusts can bring, if you ask us to, we’ll also liaise directly with your personal financial advisers or introduce you to other appropriate professionals. Visit our trusts and estates page to find out how you could benefit from this area of our expertise.

Trusted advice and support

Fergus Beadle
Fergus Beadle
Private Clients Partner

Fergus has a wide range of experience in advising a mixed portfolio of clients ranging from individuals seeking personal tax and trusts advice to companies requiring accounts and corporate tax planning assistance.

Fergus' profile >
Anne Morrison
Anne Morrison
Senior Tax Specialist
A member of the Institute of Taxation, The Society of Trusts & Estate Practitioners and the Personal Finance Society, Anne provides specialist personal tax advice to wealthy individuals and their families, business owners and trustees, focusing on wealth preservation and managing the main taxes.
Becky Williams
Becky Williams
Senior Tax Manager

Becky provides tax compliance services and pro-active tax planning advice to her clients, also working on the preparation of trust accounts and delivering estate administration services to trusts, estates, their beneficiaries and trustees.

Paul Mitchell
Paul Mitchell
Senior Tax Manager

Paul provides guidance on all aspects of taxation and trust administration matters and is particularly experienced in advising on a range of capital taxes planning issues.

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