Private clients

Tax for Private Clients

Providing you and your family with specialist assistance in all areas of tax compliance and planning.
powerwomen awards

Rebecca Durrant, National Head of Private Clients, has been shortlisted for ‘Woman of the Year – Professional Services’ at the 2021 Citywealth Powerwomen awards.

Read more and vote for Rebecca

The tax affairs of wealthy individuals and their families has never been more complex, as legislation is becoming increasingly detailed and international, we ensure our clients operate well within the rules.

Whether you are getting married, buying a new property or preparing for their retirement we take away the complexities of tax and regulation so you can get on with enjoying life.

We understand that absolute discretion is essential in this area of work, especially as it involves not just you as an individual, but your family, your family trusts, unincorporated businesses and charitable foundations. We pride ourselves that some our client relationships are now into the second or third generation.

What clients say about us

Drummond Marvin

Tax advisory services

Succession planning
Ensuring the smooth transition of your business and assets according to your wishes.
Buying or selling property
Helping you make the most of your property investments.
Investing in the UK
Managing your tax exposure when moving to or investing in the UK.
Overseas tax issues
Working with Crowe Global to minimise your
international tax exposure.
Preparing for retirement
Helping you plan as early as possible to
maximise your income in retirement.
Marriage, divorce or separation
Working with you and your legal team to support
you through the unexpected tax implications.
Trusts and estate planning
Ensuring your estate is structured appropriately and tax efficiently.
Charitable giving
Advising on the best way to make gifts to the causes you care about.
HMRC tax investigations
Resolving disputes with HMRC as quickly and efficiently as possible.
Succession planning
Ensuring the smooth transition of your business and assets according to your wishes.
Buying or selling property
Helping you make the most of your property investments.
Investing in the UK
Managing your tax exposure when moving to or investing in the UK.
Overseas tax issues
Working with Crowe Global to minimise your
international tax exposure.
Preparing for retirement
Helping you plan as early as possible to
maximise your income in retirement.
Marriage, divorce or separation
Working with you and your legal team to support
you through the unexpected tax implications.
Trusts and estate planning
Ensuring your estate is structured appropriately and tax efficiently.
Charitable giving
Advising on the best way to make gifts to the causes you care about.
HMRC tax investigations
Resolving disputes with HMRC as quickly and efficiently as possible.

Tax compliance

We understand that filing tax returns can be a burden, particularly if you have complex affairs. Our aim is to demystify your tax position ensuring you are not paying more tax than you need to, whilst identifying tax planning opportunities you can take advantage of.

Private Wealth

Advising families on protecting, preserving and maximising their wealth for future generations.
chambers-2020-image

"They give practical, holistic advice and are sensitive to family dynamics during the planning process and in the end result. They manage to simplify complex structures for the client and don’t let the tax situation take precedence over the business reality.

Chambers High Net Worth 2020

Read the full press release

"Well regarded as a national accounting firm serving domestic and international clients on a range of tax and compliance issues as well as succession and estate planning.

"They have a good offering for HNWIs – they can deal with international and UK matters.

Chambers High Net Worth 2019

Webinar

Residential property tax for landlords
Mark Stemp will identify tax planning opportunities and share knowledge on the tax changes facing residential landlords, areas such as CGT, SDLT, MTD, Loan interest tax relief restrictions etc.  
Inheritance Tax: Debunking the myths
Discussing the importance of effective but simple IHT planning, understanding the residential nil rate band, Will planning, LPAS, Lifetime planning, Trusts and much more.
SDLT update
For advisors to private clients covering some of the SDLT issues that your clients may face by when buying a home, including the latest HMRC guidance, SDLT holiday, SDLT payable along with some recent case studies.
CGT reporting requirements for UK residential property
This webinar for advisors to private clients looks at an overview of the new requirements and some examples of when a gain will need to be reported.
Residential property tax for landlords
Mark Stemp will identify tax planning opportunities and share knowledge on the tax changes facing residential landlords, areas such as CGT, SDLT, MTD, Loan interest tax relief restrictions etc.  
Inheritance Tax: Debunking the myths
Discussing the importance of effective but simple IHT planning, understanding the residential nil rate band, Will planning, LPAS, Lifetime planning, Trusts and much more.
SDLT update
For advisors to private clients covering some of the SDLT issues that your clients may face by when buying a home, including the latest HMRC guidance, SDLT holiday, SDLT payable along with some recent case studies.
CGT reporting requirements for UK residential property
This webinar for advisors to private clients looks at an overview of the new requirements and some examples of when a gain will need to be reported.

Contact Us

Rebecca Durrant
Rebecca Durrant
Partner, National Head of Private Clients
Manchester