Private Wealth

Private Wealth Clients

Protecting your financial future by reducing your exposure to tax and helping you to keep control of your wealth is the aim of our services. 

Whilst HMRC gives no formal definition of a high net worth individual, if you have assets worth more than £1 million or have a six figure annual income, you would probably benefit from tax planning advice.

And as more and more taxpayers who would not perhaps consider themselves high net worth individuals are being caught in the inheritance tax net, planning your estate and managing your tax affairs is even more essential.

You may be: 

• a high earner who is building your wealth for the future

• an individual who has built up or inherited your wealth and wants to make sure your tax bills are minimised, and investments are tax efficient

• a retiree or pensioner who has worked hard and now wants to enjoy your wealth; before passing on what's left to your loved ones 

Our Services for You

Specifically tailored to your individual requirements, they include:

• Personal tax returns

• Capital gains tax planning

• Partnership tax planning and compliance

• Maximising use of annual tax exemptions and allowances

• Inheritance tax reviews and estate planning

• Asset protection

• Wealth management and tax efficient investments

• Business succession planning

• Retirement planning

• Use of company and personal trust structures

• Determining residence and domicile status

• Trust registration service - Find out more about the rules for trust registration

• Updating you on legislative changes and possible impact

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

For more information about our services for high net worth individuals, please contact us on 023 9248 4356.