Exiting your business
Private Wealth
Protecting, preserving and maximising your wealth for you, your family and for future generations.
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.
Think about strategy, structure, and security in your financial affairs. Presented by Tax Partner, Nicky Owen.
Our comprehensive guide on IHT outlining everything you need to know to protect your estate for future generations.
Regular top tips and resources keeping you informed on key issues impacting the success and growth of your business.
A roundup on the right type of Trust to set up, helping provide flexible, financial protection for those important to you.
Tax issues surrounding property investment to illustrate how making small changes could save you money.
Managing wealth tax efficiently, we explain the tax options for internationally mobile individuals and their families.
Outlining the ways to make philanthropic donations, these can often be complex, making it difficult to measure and achieve your giving aspirations.
Explore moreNick Latimer and Richard Dean, discuss the importance of working together when carrying out your financial planning.
Think about strategy, structure, and security in your financial affairs. Presented by Tax Partner, Nicky Owen.
Our comprehensive guide on IHT outlining everything you need to know to protect your estate for future generations.
Regular top tips and resources keeping you informed on key issues impacting the success and growth of your business.
A roundup on the right type of Trust to set up, helping provide flexible, financial protection for those important to you.
Tax issues surrounding property investment to illustrate how making small changes could save you money.
Managing wealth tax efficiently, we explain the tax options for internationally mobile individuals and their families.
Outlining the ways to make philanthropic donations, these can often be complex, making it difficult to measure and achieve your giving aspirations.
Explore more
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.
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.
Providing individuals and families the right financial planning advice ensuring you meet your goals and aspirations at every stage of your life.
What we do
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.
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.
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.
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.
Getting your business ready for your exit
Next steps after exiting your business
The tax implications of Trusts
Cash extraction for business owners
Rebecca Durrant
National Head of Private Clients, Manchester
Industry Recognition
