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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.

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

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.
Creative, sport and entertainment industries
Working with individuals, to guide and help you simplifying the complex tax landscape.
Family offices
Working collaboratively to preserve and manage wealth.
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.
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.
Creative, sport and entertainment industries
Working with individuals, to guide and help you simplifying the complex tax landscape.
Family offices
Working collaboratively to preserve and manage wealth.
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.

Personal tax

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


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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.

Learn more

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International Private Client services

Managing wealth tax efficiently, we explain the tax options for internationally mobile individuals and their families.

Learn more

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International insights

Providing clarity on the key issues affecting internationally mobile individuals and their families.

Learn more

 

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Inheritance Tax in a nutshell

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

Learn more

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Tax implications of Trusts

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

Learn more

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Philanthropic giving

Simplifying how to make philanthropic donations to help you give more to the causes you care most about.

Learn more

How prepared are you for life's challenges?

Demonstrating 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 life 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

Our latest thinking

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people-writing-on-board
Breaking up can be hard to do
Working together in the family business can be complicated. If it isn’t working out, what are the options for the best outcome for everyone?
three women in the city
Introducing the next generation to a family business
This week we explore passing on the responsibility of leadership to the next generation and some considerations to make the the transition a success.
man with apron on his phone
Owner-Managed Business requirements
From April 2025, directors in owner-managed businesses will be required to provide more detailed information to HMRC.
Two-colleauges-having-a-discussion
Responding to Capital Taxes changes
Its time to consider your options after the significant changes announced in the October 2024 Budget concerning IHT and CGT.
Hands sunset birds
Charitable gifting
Donating to charity brings tax savings for individuals and the charities they support.
happy lady in the city
Life after sport: Saving and financial planning
What sports professionals need to know about effective financial planning strategies
people-writing-on-board
Breaking up can be hard to do
Working together in the family business can be complicated. If it isn’t working out, what are the options for the best outcome for everyone?
three women in the city
Introducing the next generation to a family business
This week we explore passing on the responsibility of leadership to the next generation and some considerations to make the the transition a success.
man with apron on his phone
Owner-Managed Business requirements
From April 2025, directors in owner-managed businesses will be required to provide more detailed information to HMRC.
Two-colleauges-having-a-discussion
Responding to Capital Taxes changes
Its time to consider your options after the significant changes announced in the October 2024 Budget concerning IHT and CGT.
Hands sunset birds
Charitable gifting
Donating to charity brings tax savings for individuals and the charities they support.
happy lady in the city
Life after sport: Saving and financial planning
What sports professionals need to know about effective financial planning strategies

Contact us

Peter Fairchild
Pete Fairchild
National Head of Private ClientsLondon