Private Client & Personal Tax

In addition to overseeing clients’ annual filing obligations, we can provide comprehensive planning solutions, covering income, capital gains and inheritance tax; all individually tailored to your needs.

We help our clients navigate not just the present, but the future.

We ensure our clients’ affairs are set up in the most tax efficient manner, from the correct structuring (e.g. a family investment company or owning assets in unequal shares) through to the most appropriate extraction route (e.g. dividends, different share classes, enhanced pension contributions).

Our clients

  • Investors and entrepreneurs
  • Family offices
  • Professionals and senior executives
  • Families and their advisors
  • Landlords (professional and non-professional)
  • Beneficiaries and heirs

Individuals have very different needs to businesses, both emotionally and practically. Our private client solicitors and tax advisors can support you and your family in the technical areas set out below. This may be through succession or estate planning, or bespoke individual tax advice.

Services we offer include

  • Estate planning
  • Wills and succession
  • Inheritance tax planning
  • Lasting powers of attorney
  • Probate and estate administration
  • Self-assessment tax returns
  • Capital gains tax returns
  • Tax investigations/Enquiries
  • Residency and domicile advice and planning
  • Pension contribution and annual allowance planning
  • Investment structuring
  • Trustees, executors and fiduciaries

We are also able to introduce you to independent financial advisers where the planning solutions involve regulated products or areas outside our expertise e.g., insuring against a future tax liability or investment management.

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