Tax for Private Clients
Providing you and your family with specialist assistance in all areas of tax compliance and planning.
Enterprise Investment Scheme and Seed Enterprise Investment Schem
Tax-free sale to an Employee Ownership Trust
Partner shortlisted for Champion of the Year in the Citywealth’s Powerwomen Awards 2024
Football players – new era for payment of agent fees
Football players - taxation of agent fees
Create your life journey
IHT Tax: A joint approach
Nick Latimer and Richard Dean, discuss the importance of working together when carrying out your financial planning.
Podcast: Listen now
Family Business Focus
Regular top tips and resources keeping you informed on key issues impacting the success and growth of your business.
View our regular updates
Think about strategy, structure, and security in your financial affairs. Presented by Tax Partner, Nicky Owen.
International Private Client services
Managing wealth tax efficiently, we explain the tax options for 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.
The tax implications of Trusts
A roundup on the right type of Trust to set up, helping provide flexible, financial protection for those important to you.
A tax guide to investing in residential property
Tax issues surrounding property investment to illustrate how making small changes could save you money.
Outlining the ways to make philanthropic donations, these can often be complex, making it difficult to measure and achieve your giving aspirations.
The tax affairs of wealthy individuals and their families has never been more complex, as legislation is becoming increasingly detailed and international, we ensure our clients operate well within the rules.
Whether you are getting married, buying a new property or preparing for their retirement we take away the complexities of tax and regulation so you can get on with enjoying life.
We understand that absolute discretion is essential in this area of work, especially as it involves not just you as an individual, but your family, your family trusts, unincorporated businesses and charitable foundations. We pride ourselves that some our client relationships are now into the second or third generation.