Private Clients

Seamless service for your business and personal tax. Understanding your strategy, where you are now and where you want to be.

• 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

Structuring your property investments to ensure the best return.

• 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 or 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

Managing your tax exposure when moving to or investing in the UK. Taking you through your short, medium and long-term plans.

• Investing in the UK
  • 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
• International tax planning
  • using offshore Trusts to protect assets
• Working in the UK
  • avoiding double taxation
• Offshore Trust planning
  • protecting your assets

Looking at your international tax structure. Providing you with a global reach on human scale.

• 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 sell
• Domicile advice
  • remittance basis advice and planning

Protecting your wealth for the younger generation.

• 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 advice
  • 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

Lifting the tax return burden from you.

• Tax compliance and returns
  • 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
• Reporting to HMRC
  • 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

Tax advice and problem solving for both Trustees and beneficiaries.

• 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

Helping you make meaningful gifts to charity; advising you on the best routes for effective giving

• Tax-efficient charity giving
  • 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
  • will this achieve your goals?
  • securing longevity
• Donating to institutions such as museums
• Gift Aid