Private Clients

We provide you with specialist assistance in all areas of tax compliance and planning for you, your family, and Trusts.
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


Your journey to success: navigating the business lifecycle

Helping businesses, their owners and their families make smart decisions throughout the business lifecycle to achieve their goals.

Preserving and maximising your wealth

We have a higher than usual partner-to-staff ratio, which means you have, if you wish, more contact time with a Partner.

We believe that this combination of expertise and personal commitment to clients is unique in our sector. A number of our client relationships are now onto the second or third generation.

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. You might be a director or a successful entrepreneur, in the world of media, fashion, music or sport, where you want and value dedication, specialist knowledge, and access to a wide, global team. We offer you this, and we seek to become your trusted advisor, ensuring that you have the latest information on UK and international tax, the most up-to-date advice, and support when you need it.

Our services
Property investment
International clients
Investing overseas
Passing money to children
Tax  compliance
Estates and Trusts
Giving to charity

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
Property investment

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 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
International clients

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
Investing overseas

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 sel

Domicile advice

  • remittance basis advice and planning
Passing money to children

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
  • 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

Tax  compliance

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
Estates and Trusts

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 

Giving to charity

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

    Contact Us

    Tom Elliott
    Tom Elliott
    Partner, Head of Private Clients