Private Client Services

Our dedicated private client team work with clients to ensure that their tax compliance obligations are met, they structure their affairs in a tax efficient manner and to create, increase and protect wealth.

With ever changing tax rates, reliefs and allowances and the increasing complexity of the tax system, it is vital for individuals to organise their affairs in a tax efficient manner to increase and protect personal wealth.


  • Self Assessment

  • Our dedicated team can handle all tax returns and compliance matters, including: preparation and submission of returns, claims for allowances and reliefs, payment advice and advice on tax planning opportunities.

  • Tax Investigations

  • We assist clients with tax investigations, disclosures and remedial work across all taxes. We have experience in UK disclosures, offshore disclosures, the Worldwide Disclosure Facility, Contractual Disclosure Facility and COP9 and assisting participators in tax avoidance schemes.

  • Capital Gains Tax

  • We provide proactive advice in advance of transactions on structuring disposals of property, business interests or other investments to minimise capital gains tax as far as possible.

  • Inheritance Tax

  • We work closely with clients to formulate a long term inheritance tax planning strategy and provide innovative bespoke solutions to fit with clients circumstances and to protect family wealth.

  • Probate and Estate Administration

  • Our trusts and estates business is licensed by the Institute of Chartered Accountants in England & Wales to carry out the reserved legal activity of non-contentious probate. We provide a full range of services to personal representatives of estates.

  • Trusts

  • We advise settlors, trustees and beneficiaries of trusts on the operation and administration of trusts and tax compliance and tax planning matters.


    Important information for trustees regarding anti money laundering regulations and the extension of HMRC’s Trust Registration Service can be found here.

  • Property Taxes

  • We advise clients on property taxes and planning opportunities relevant to commercial and residential property, including in the areas of: ownership structures and tax efficiency, capital gains tax, VAT, stamp duty land tax, capital allowances and the annual tax on enveloped dwellings (ATED).

  • Residence / Domicile

  • We advise clients arriving in and leaving the UK on UK residence, domicile, tax compliance and planning opportunities relevant to UK and overseas income and assets owned personally or within offshore arrangements.

  • Pensions / Retirement

  • Alongside our wealth management colleagues we advise clients on the use of pensions and pension alternatives to provide for retirement, tax planning opportunities and to increase and protect wealth for the family.

  • Tax Efficient Investments

  • We have significant experience and knowledge of tax-efficient investments and work alongside our wealth management colleagues to provide integrated tax and financial advice on how these may be used as part of a client’s overall investment strategy.

  • Ventures

  • We advise clients investing in and participating in new ventures on structuring, tax and commercial considerations; our advice is focused on the individual and their aims and objectives.

  • Employment Taxes

  • We advise employees and business owners on employment taxes, including reward packages, equity incentives, benefits, income tax and PAYE/NIC matters.


For more information on our services and how we can help you or your business please contact us.