Private Wealth
Protecting, preserving and maximising your wealth for you, your family and for future generations.
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.
Who we work for
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.
Creative, sport and entertainment industries
Working with individuals, to guide and help you simplifying the complex tax landscape.
Trustees
Providing practical solutions, tax advice and support to Trustees and beneficiaries.
Personal financial planning
Setting a financial planning strategy to meet your priorities and objectives.
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.
Creative, sport and entertainment industries
Working with individuals, to guide and help you simplifying the complex tax landscape.
Trustees
Providing practical solutions, tax advice and support to Trustees and beneficiaries.
Personal financial planning
Setting a financial planning strategy to meet your priorities and objectives.
We can help you secure your legacy and accomplish your personal financial and tax goals.
Explore our tools
Explore our guides to help you achieve your financial goals
Investing in residential property
How to invest, hold and dispose of UK real estate as efficiently as possible, we explain how making small changes can save you money.
International Private Client services
Managing wealth tax efficiently, we explain the tax options for internationally mobile individuals and their families.
Learn more
International insights
Providing clarity on the key issues affecting internationally mobile individuals and their families.
Inheritance Tax in a nutshell
Our comprehensive guide on IHT outlining everything you need to know to protect your estate for future generations.
Tax implications of Trusts
A Trust can provide flexible financial protection for those important to you, making sure that value passes to the people you want it to.
Philanthropic giving
Simplifying how to make philanthropic donations to help you give more to the causes you care most about.
Demonstrating how we can help you and your family navigate the challenges by planning in advance.
Providing individuals and families the right financial planning advice ensuring you meet your goals and aspirations at every stage of your life.
Family businesses may find reserves built up over time could be at risk, we discuss how reorganising can reduce the level of reserves at risk.
With property values increasing and IHT tax-free allowance being frozen, those with property portfolios are more exposed to significant liabilities.
A guide to Directors’ Loan Accounts for owner-managed businesses, explaining how DLAs work, key tax risks, and how to manage balances effectively.
Pros and cons mean Trusts are often under‑used by family businesses, but the benefit of asset protection means they are worth considering.
From April 2026, changes to the UK capital allowances regime will affect how quickly businesses can claim tax relief on certain capital expenditure.
We cover the Trust Registration Service (TRS) updates and whether you need to register your trust.
Family businesses may find reserves built up over time could be at risk, we discuss how reorganising can reduce the level of reserves at risk.
With property values increasing and IHT tax-free allowance being frozen, those with property portfolios are more exposed to significant liabilities.
A guide to Directors’ Loan Accounts for owner-managed businesses, explaining how DLAs work, key tax risks, and how to manage balances effectively.
Pros and cons mean Trusts are often under‑used by family businesses, but the benefit of asset protection means they are worth considering.
From April 2026, changes to the UK capital allowances regime will affect how quickly businesses can claim tax relief on certain capital expenditure.
We cover the Trust Registration Service (TRS) updates and whether you need to register your trust.
Contact us
