Private Clients

Finding the right structure for your business 

• share structure for owner-managed businesses
• family investment companies

Allowances and reliefs planning

• using allowances to ensure the best post-tax return
• using lower-rate bands to optimise tax efficiency
• review pension strategy and dividend policy

Entrepreneurs’ Relief 

• check disposal strategy against relief conditions
• review your business for qualifying status

Investment options planning

• analysis of environments: ISA choices, pension, VCT
• tax-efficient investments, including EIS and SEIS

Profit extraction advice  

• relative efficiency of income choices: salary, benefits, dividends, interest, rent

Disposal planning

• preparing for exit or retirement options

Funding your purchase

• helping you understand the tax implications
• property portfolio planning

Structuring the right ownership

• should this be personal or company owned?

Acquiring a property

• For you and your children
• the implications of buying a second home

Stamp duty planning

• helping you understand the rules

Capital allowances and reliefs

• ensuring you are making the most of your allowances
• advice on upcoming changes to mitigate risks

Disposal of property

• tax costs on sale of investment, residential, commercial
planning to limit your tax exposure

Domiciled or resident overseas and buying in the UK

• tax considerations and risks

• identifying tax-efficient strategies

Residency and domicile issues

• determining your residency status
• dealing with property if you are a non-domicile
• Inheritance Tax as a non-domicile

Tax compliance

• helping you to meet your UK requirements

• using offshore Trusts to protect assets

Working in the UK

• avoiding double taxation

Offshore Trust planning

• protecting your assets

Local tax

• understanding the tax rules where you operate
• working with our international network to deliver advice for jurisdictions you are looking to invest in

Tax compliance

• helping you understand the different tax rules overseas

Investing in property overseas

• tax efficient ways to buy, retain and sel

Domicile advice

• remittance basis advice and planning

Passing wealth to the next generation

• leaving your home to your children
• advice on situations of separation and divorce
• educating your heirs on responsibility of inheritance

Family business succession planning

• Business Property and Gifts of Business Assets
  reliefs
• tax efficient approach

Will planning

• sensitive, sensible, robust planning support
• tax mitigation options

Trusts and estates

• tax advice on the type of trust that is right for you
• working with your team to constitute the trust
• lifetime administration of your trust or estate

Donating to charity

• planning the best route for your donations
• creating a foundation or charity
• Gift Aid explained

• we handle this directly for you
• actions to mitigate future costs

Tax planning

• structuring your affairs tax efficiently
• advice on planning opportunities following the compliance process

Maximising reliefs and allowances

• advising on efficiencies and opportunities

• we deal directly with HMRC on your behalf

Fee protection insurance

• reduce the cost of an enquiry into tax returns we have prepared

Making disclosure to HMRC

• specialist service to guide and support you
• if you are investigated

Setting up and structuring your estate or Trusts

• clarifying your purpose and goals
• protection of assets and control
• appropriate structures

Tax compliance and returns

• ensuring you are compliant with your filing obligations
• Inheritance Tax implications
• Capital Gains Tax issues

Handling estates through probate

• ensuring the deceased’s intentions are met

Lifetime administration of your estate or Trust

• assisting with your obligations and responsibilities
• handing over to the next generation

Preparation of accounts

• efficient, correct and complete accounting 

• cash
• assets
• tax relief

Charitable donations in your will

• inheritance tax

Donating to causes outside the UK

• local and UK tax implications

Creation of a foundation or charity

Donating to institutions such as museums

Gift Aid