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.
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.
The announced tax rises will impact nearly everyone, as the government reverses its pledge to not increase taxes for the working person.
Ways to help business owners make the most of their hard-earned profits.
The proposed inheritance tax reforms introduce significant complexity, risk, and cost for families, personal representatives, and businesses.
Crowe was invited to Parliament’s Call for Evidence on ‘Reforming inheritance tax.
Time is running out for succession planning using trusts before changes are enforced on 5th April 2026.
Filing taxes as an influencer? Know what counts as income, what you can claim, and when to file — our top 10 tips make it simple.
The announced tax rises will impact nearly everyone, as the government reverses its pledge to not increase taxes for the working person.
Ways to help business owners make the most of their hard-earned profits.
The proposed inheritance tax reforms introduce significant complexity, risk, and cost for families, personal representatives, and businesses.
Crowe was invited to Parliament’s Call for Evidence on ‘Reforming inheritance tax.
Time is running out for succession planning using trusts before changes are enforced on 5th April 2026.
Filing taxes as an influencer? Know what counts as income, what you can claim, and when to file — our top 10 tips make it simple.
Contact us
