Private Clients

Morris Crocker private client services are confidential, high quality services tailored to your specific requirements with a view to maximising family wealth and financial security.

Private Clients

We advise our clients on a range of areas including:

•    Inheritance tax reviews and estate planning
•    Use of corporate and personal trust structures
•    Maximising use of annual tax exemptions and allowances
•    Property investment
•    Business succession planning
•    Capital Gains Tax

Our private client services are headed up by Duncan Gardner FCA, TEP. We also have an extremely well developed network of solicitors, independent financial advisers and bank managers that we can involve when required.

For more information on our services to high net worth individuals please contact Duncan Gardner on 023 9248 4356.

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What our clients say...

We have worked with Morris Crocker for many years now and have always found them to be efficient, knowledgeable, supportive and reactive. Nothing is too much trouble and their knowledge of the general practice world is outstanding. Sue - Managing Partner, Worthing

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