Private Clients

Private Clients

Entrepreneurs, non-domiciled individuals, high net worth individuals: It seems the more money you earn, the more complex the tax landscape becomes. There’s no one size fits all here. You need to work with a partner who’ll tailor the service to your unique needs - and one with an international mindset, too, to advise on your entire wealth portfolio. 

Compliance

Tax legislation is increasing, and with tougher penalties for failure to comply, it’s more important than ever to ensure you are compliant.

There are a number of reasons you may have to file a self-assessment tax return. Usually it is if you have any income or gains which are not assessed in an employment with PAYE. Although sometimes PAYE employees also have to file tax returns.

Personal taxes are a complex part of tax law, which is always changing. Having the right tax advisers can not only avoid errors and fines on your tax return, but they can also ensure that you are conducting your financial affairs in the most tax efficient way.

Our team provides a bespoke service that helps you meet your compliance obligations in a tax-efficient and timely manner. They have many years of experience in navigating clients through this process and are always available to our clients to answer any questions or concerns throughout the year.

In addition to our great service, we do not have to charge our clients VAT so this makes us very competitively priced also.

Entrepreneurs

Our expertise doesn’t only cover tax and accountancy; we are also skilled in business strategy, restructuring and wealth management. With this broad knowledge, we can work with entrepreneurs and their businesses at all stages of the entrepreneurial life cycle - ensuring current obligations are balanced with future plans.

High Net Worth Individuals

Our team provides tailored advice to your particular needs, including wealth preservation for future generations, international and cross-border issues, and wealth-structuring vehicles

Non-Domiciled Individuals

The Finance Bill 2017, introduced in April 2017, includes fundamental changes to the UK tax treatment of non-domiciled individuals who are resident in the UK, and for those who hold UK residential property through an intermediary. Any new or existing advice must be reviewed to assess the impact of this Bill and avoid any unwelcome tax consequences.

Non-Resident Landlords

UK tax legislation can impact the affairs of landlords who don’t live in the UK. Our team can advise you on the implications of UK tax legislation and deal with your UK tax reporting obligations. This can include registering you with the Non-Resident Landlord Scheme, submitting annual tax returns for self-assessment and the Annual Tax on Enveloped Dwellings (ATED). We can also advise on the capital gains tax implications for non-residents who sell UK residential property following the introduction of legislation in April 2015.

Click here for our page on Landlords

Trusts and Estates

Trusts play an important role in succession and estate planning, enabling the preservation of family wealth for future generations. Our expertise spans every aspect of trust taxation, whether it is on-shore or offshore, and we can guide you through the tax legislation to decide the most suitable trust arrangement for your individual circumstances. Once the trust is established, we can take care of its ongoing compliance and management.

Click here for our page on IHT & Estate Planning

Get in touch with our Team to find out more about how we can help you.
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