Private Client Tax Services

Our private client tax services team can help you however complex your tax affairs may be.

We will assist you with all your basic tax compliance obligations and provide planning advice to achieve your objectives and maximise personal wealth through careful structuring of your affairs.

We can advise on all aspects of your UK affairs and as members of the UK200 Group we are also able to work with like-minded firms across Europe (and further afield) to provide access to international assistance should you require it.

Our tax services include:

High Net Worth Tax Service

We live in a time when things change very quickly and this is especially true of tax rules and rates. HMRC are restructuring to reflect the changing environment and consolidating returns for High Net Worth individuals or those with complex affairs into specialist departments. We need to respond to these changes to provide our clients with the service they require.

The tax services are designed to ensure that private clients receive a pro-active service, which we manage for the whole family and seek to maximise wealth through careful structuring.

This includes:

  • Tax return preparation for the family group including trusts where appropriate
  • Annual Wealth Report highlighting tax planning opportunities
  • Regular meetings with your tax advisor

Our advisors will consider the income tax, capital gains tax and inheritance tax implications of any transactions you undertake or of any changes in your or your family’s circumstances. We work closely with investment managers, independent financial advisers and pension specialists to offer the broad range of tax solutions we know you require.

Need our help?

If you would like to discuss any aspect of the tax services that we provide, please contact either Linda Warner→, Chris Boulet→ or Justin Bond→ on 01483 416232.