planting tree

Private Wealth

Protecting, preserving and maximising your wealth for you, your family and for future generations.

Tax for Private Clients

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

How prepared are you for life's challenges?

Our new life builder tool demonstrates how we can help you and your family navigate the challenges by planning in advance for those key milestones, letting you get back to enjoying your live and achieving your goals.

Create your life journey

Providing individuals and families the right financial planning advice ensuring you meet your goals and aspirations at every stage of your life.

Supporting you to make the right financial decisions

Helping guide you through your financial goals to shape your future

Nick Latimer and Richard Dean, discuss the importance of working together when carrying out your financial planning.

Podcast: Listen now

Think about strategy, structure, and security in your financial affairs. Presented by Tax Partner, Nicky Owen. 

Podcast: Listen now

Our comprehensive guide on Inheritance Tax outlining everything you need to know to protect your estate for future generations.

Read more

Regular top tips and resources keeping you informed on the key issues impacting the success and growth of your business.

View our regular updates

A roundup on the right type of Trust to set up, helping provide flexible, financial protection for those important to you.

Read more

Tax issues surrounding property investment to illustrate how making small changes could save you money.

Read more

Looking after the tax affairs of internationally mobile individuals and their families.

Read more

Nick Latimer and Richard Dean, discuss the importance of working together when carrying out your financial planning.

Podcast: Listen now

Think about strategy, structure, and security in your financial affairs. Presented by Tax Partner, Nicky Owen. 

Podcast: Listen now

Our comprehensive guide on Inheritance Tax outlining everything you need to know to protect your estate for future generations.

Read more

Regular top tips and resources keeping you informed on the key issues impacting the success and growth of your business.

View our regular updates

A roundup on the right type of Trust to set up, helping provide flexible, financial protection for those important to you.

Read more

Tax issues surrounding property investment to illustrate how making small changes could save you money.

Read more

Looking after the tax affairs of internationally mobile individuals and their families.

Read more

family on jetty

Our clients are some of the most successful individuals and families in the UK. Whether they have dynastic wealth, are entrepreneurs or a combination of both, our main aim is to help clients achieve their goals and aspirations.  

We understand that absolute discretion is essential for our clients, especially as it involves not just individuals, but their families, family Trusts, businesses and charitable foundations.

We take pride in building long-term relationships with our clients and becoming their trusted advisors with dedication, accessibility and, specialist knowledge. We also collaborate with other specialists within our firm and our global accounting network, Crowe Global to give you a fully comprehensive service.

What we do

Entrepreneurs
Advice and support to help you reach your business and personal goals.
Family businesses
Helping families to build thriving legacies that last for generations.
Property investment
Ensuring your assets are structured efficiently to get the best return.
Entrepreneurs
Advice and support to help you reach your business and personal goals.
Family businesses
Helping families to build thriving legacies that last for generations.
Property investment
Ensuring your assets are structured efficiently to get the best return.
International clients
Managing your tax exposure on overseas interests and supporting your future plans if you are coming to or leaving the UK.
The next generation
Helping you educate the next gen in financial responsibility and decide when and how wealth should be passed on.
Family offices
Working collaboratively with your family and advisors to preserve and manage wealth.
International clients
Managing your tax exposure on overseas interests and supporting your future plans if you are coming to or leaving the UK.
The next generation
Helping you educate the next gen in financial responsibility and decide when and how wealth should be passed on.
Family offices
Working collaboratively with your family and advisors to preserve and manage wealth.
Trustees
Providing practical solutions, tax advice and support to Trustees and beneficiaries.
Entertainers and sportspeople
Protecting your wealth while ensuring absolute discretion.
Personal financial planning
Setting a financial planning strategy to meet your priorities and objectives.
Trustees
Providing practical solutions, tax advice and support to Trustees and beneficiaries.
Entertainers and sportspeople
Protecting your wealth while ensuring absolute discretion.
Personal financial planning
Setting a financial planning strategy to meet your priorities and objectives.

Personal tax

We can help you secure your legacy and accomplish your personal financial and tax goals.

Inheritance Tax calculator

Our IHT calculator will help establish the potential inheritance tax liabilities of your estate.

Estimate the value of your estate

Webinars

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

Industry recognition

MCA award

 

Chambers logo

eprivate client logo

 

spear's 500