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.

Self Assessment

Our dedicated Private Client 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

An investigation from HMRC can be a significant worry for taxpayers.  We assist clients with tax investigations, liaising directly with HMRC to remove this burden. 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 (ICAEW) to carry out the reserved legal activity of non-contentious probate. We provide a full range of services to personal representatives of estates.

Find out more here.


We advise on the tax efficiency and benefit of using trust planning arrangements.  We can advise settlors, trustees and beneficiaries of trusts on the operation and administration of trusts and tax compliance 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

Our Private Client team 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

Our Private Client team 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.


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

Our Private Client team advise employees and business owners on employment taxes, including reward packages, equity incentives, benefits, income tax and PAYE/NIC matters.


“As always, you make my life very easy! Many thanks for the ongoing support and I look forward to working with you again in 2022.”
Media Agency
Managing Director
“I just wanted to thank you very much for all your support over recent weeks in completing the various projects we have been working on! The family appreciate your support and we are delighted with the Magma team. Completing these projects has been quite emotional for me and your support has made things a lot easier, thanks again.”
Former Business Owner