Private clients

Tax for Private Clients

Providing you and your family with specialist assistance in all areas of tax compliance and planning.

Insights, news, events and podcasts

Mini-Budget 2022: Beware of the tax implications of foreign exchange rates

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Mini-Budget 2022: Practical timing implications for family and owner-managed businesses

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Mini-Budget 2022: What does it mean for residential landlords

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Mini-Budget 2022: Tax issues for Trustees

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Mini-Budget 2022: Cuts to personal tax

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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.

Create your life journey

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.

Podcast: Listen now

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. 

Podcast: Listen now

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

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

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

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Tax issues surrounding property investment to illustrate how making small changes could save you money.

Read more

Outlining the ways to make philanthropic donations, these can often be  complex, making it difficult to measure and achieve your giving aspirations.

Explore more

Nick Latimer and Richard Dean, discuss the importance of working together when carrying out your financial planning.

Podcast: Listen now

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. 

Podcast: Listen now

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

Read more

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

Read more

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

Read more

Tax issues surrounding property investment to illustrate how making small changes could save you money.

Read more

Outlining the ways to make philanthropic donations, these can often be  complex, making it difficult to measure and achieve your giving aspirations.

Explore more
family in nature

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.

Tax advisory services

Succession planning
Ensuring the smooth transition of your business and assets according to your wishes.
Buying or selling property
Helping you make the most of your property investments.
Investing in the UK
Managing your tax exposure when moving to or investing in the UK.
Overseas tax issues
Working with Crowe Global to minimise your
international tax exposure.
Preparing for retirement
Helping you plan as early as possible to
maximise your income in retirement.
Marriage, divorce or separation
Working with you and your legal team to support
you through the unexpected tax implications.
Trusts and estate planning
Ensuring your estate is structured appropriately and tax efficiently.
Charitable giving
Advising on the best way to make gifts to the causes you care about.
HMRC tax investigations
Resolving disputes with HMRC as quickly and efficiently as possible.
Succession planning
Ensuring the smooth transition of your business and assets according to your wishes.
Buying or selling property
Helping you make the most of your property investments.
Investing in the UK
Managing your tax exposure when moving to or investing in the UK.
Overseas tax issues
Working with Crowe Global to minimise your
international tax exposure.
Preparing for retirement
Helping you plan as early as possible to
maximise your income in retirement.
Marriage, divorce or separation
Working with you and your legal team to support
you through the unexpected tax implications.
Trusts and estate planning
Ensuring your estate is structured appropriately and tax efficiently.
Charitable giving
Advising on the best way to make gifts to the causes you care about.
HMRC tax investigations
Resolving disputes with HMRC as quickly and efficiently as possible.

Tax compliance

We understand that filing tax returns can be a burden, particularly if you have complex affairs. Our aim is to demystify your tax position ensuring you are not paying more tax than you need to, whilst identifying tax planning opportunities you can take advantage of.

Webinar

Residential property tax for landlords
Mark Stemp will identify tax planning opportunities and share knowledge on the tax changes facing residential landlords, areas such as CGT, SDLT, MTD, Loan interest tax relief restrictions etc.  
Inheritance Tax: Debunking the myths
Discussing the importance of effective but simple IHT planning, understanding the residential nil rate band, Will planning, LPAS, Lifetime planning, Trusts and much more.
SDLT update
For advisors to private clients covering some of the SDLT issues that your clients may face by when buying a home, including the latest HMRC guidance, SDLT holiday, SDLT payable along with some recent case studies.
CGT reporting requirements for UK residential property
This webinar for advisors to private clients looks at an overview of the new requirements and some examples of when a gain will need to be reported.
Residential property tax for landlords
Mark Stemp will identify tax planning opportunities and share knowledge on the tax changes facing residential landlords, areas such as CGT, SDLT, MTD, Loan interest tax relief restrictions etc.  
Inheritance Tax: Debunking the myths
Discussing the importance of effective but simple IHT planning, understanding the residential nil rate band, Will planning, LPAS, Lifetime planning, Trusts and much more.
SDLT update
For advisors to private clients covering some of the SDLT issues that your clients may face by when buying a home, including the latest HMRC guidance, SDLT holiday, SDLT payable along with some recent case studies.
CGT reporting requirements for UK residential property
This webinar for advisors to private clients looks at an overview of the new requirements and some examples of when a gain will need to be reported.

Contact Us

Rebecca Durrant
Rebecca Durrant
National Head of Private Clients, Manchester

Industry recognition

Magic circle awards 2022

 

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MCA award

 

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