Private Client

WE’RE 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 overseas 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.

SUPPORT NOW & IN THE FUTURE

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 tax planning opportunities which may be available to you and, if you ask us to, we’ll also liaise directly with your personal financial advisers or introduce you to other appropriate professionals.

One aspect which may be relevant to your planning is how trusts can be used to help protect family assets. Visit our trusts and estates page to find out how you could benefit from this area of our expertise.

Our clients have a dedicated team looking after them and their affairs. With a key contact for each client, they have peace of mind knowing that we’re available and ready to help whenever they need us.

We give our clients the detailed understanding needed to make effective decisions regarding their personal tax position, be it for income tax, capital gains tax or inheritance tax. Every family is different and we tailor our advice accordingly – we have never promoted tax schemes (although we can help in negotiations with HMRC) and our advice is based on maximising use of genuine reliefs.

PROACTIVE & PERSONAL

We help our private clients sleep well at night, knowing their tax affairs are in order and that we’ve helped deliver the best solution for them. A summary of our key services can be found below:

• Private Client Tax Advice for Business Owners: We’ll advise on the most tax-efficient way to extract profits – rewarding yourself & saving tax.
• Tax Compliance: Providing guidance for all your obligations and helping if there’s an enquiry.
• Personal Tax/Self-Assessment: Ensuring compliance for individuals, partnerships and trusts.
• Tax Planning: Your tax affairs don’t stop after completing a tax return. We’ll help manage your tax exposure.
• Tax Efficiencies: Maximising use of tax reliefs and allowances across areas such as wills, extraction of business profits, between couples
• Trust Planning & Family Investment: Advice on the most tax-efficient way to providing a secure, comfortable income for you and your family.
• Charitable Giving: The right planning can enhance the impact of your charitable donations, whilst also providing tax relief for you.
• Inheritance Tax Advice: Guiding you through the thresholds, rules and allowances.
• Family Office Matters: Giving effective support and safeguarding the collective interests of the family.

PRACTICAL & PROGRESSIVE

Our key services continued:

• Tax Residence & Domicile: How does movement in and out of the UK impact your tax position? We’ll help minimise your tax bill.
• International Private Client: Perfect for those with complex tax positions looking for clarity and assurance on tax payments.
• Property Tax: Don’t get caught out by tax on property investment. Understand the latest changes and most suitable ownership structure.
• Partnerships: Understand the ins and outs of a partnership structure with personal and business finance support.
• Self-Employed Accounts: Delivering compliance requirements for self-employed individuals, for example Barristers.
• HMRC Enquiries & Investigations: We’ll minimise the disruption for you, make sure you pay only what you owe, and make sure you receive a refund if it turns out you’ve overpaid.
• Tax Relief Advice: Helping clients navigate through various tax relief options available including business asset disposal relief and investor’s relief planning, EIS and SEIS investment relief.
• Capital Gains Tax: Minimising capital gains tax on the sale or gift of assets.
• Planning For Retirement or Business Succession.