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.

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. We do more than just completing and submitting tax returns so, alongside the standard personal tax compliance services that you would expect, some of the other things our clients turn to us for help with are:

  • capital gains tax guidance
  • inheritance tax advice
  • residence and domicile status
  • family office matters.

The personal tax regime is extremely 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. You can be reassured that not only will we take care of the burden for you, our advice will consider how the different taxes interact and take into account the full picture of your unique circumstances – your business and investment interests, any overseas activities, your family and future plans.

Benefitting from the existing relationships we’ve built up with HMRC, you can also 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 combine technical expertise, experience and effective use of IT to provide our clients with the right advice at the right time – ensuring an efficient service and a safe pair of hands to reliably meet deadlines and provide you with the best tax planning solutions to meet your needs.

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 more about how you could benefit from this area of our expertise and, if you want to talk to us about how we can help you, get in touch with Fergus Beadle, Anne Morrison or Bev Holroyd on 0113 297 6789.