Private clients & HNWI

We have experience in advising some of the UK’s wealthiest and most entrepreneurial, high net worth individuals. We know and understand the issues affecting you and the services required both nationally and internationally.

Our personal tax advisers act with discretion and integrity, while advising on new business interests, maintaining and passing on your private wealth, and providing tax advisory services for streamlining your affairs.

We can provide advice on and assistance with financing business interests, generating business exit strategies, making tax-efficient disposals, handling management buy-outs and building provisions for your pension.

Our personal tax advisers are experienced in the complex matters of Non-Dom HMRC tax legislation and can offer tax advice on your foreign income and capital gains.

Our full range of services, include:

  • Tax compliance services
  • Tax advisory services
  • Advice to non-residents and non- domiciled persons
  • Trust taxation and estate planning
  • Inheritance Tax service
  • Personal accounting services
  • The Private Office

Private wealth

Whether your private wealth was gifted, earned or inherited, our personal tax advisers look at the most effective ways to protect, maintain and enhance it.

You may wish to make private wealth transfers through gifting to your children or other beneficiaries.

We can help you to make use of such strategies through private wealth planning, and we have in-depth knowledge on savings plans, trusts, life insurance trusts, medical or education expenses and wills.