Wealth Management

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.

For a free initial meeting to discuss how we can help you contact us online or call us on T: 023 9248 4356T: 023 9248 4356


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Private Wealth Clients

Protecting your wealth and minimising your tax liability is the aim of our services for high net worth individuals. 

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
•    Business succession planning
•    Property investment
•    Divorce and matrimonial issues
•    Use of corporate and personal trust structures
•    Determining residence and domicile status*

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 to high net worth individuals please contact us on 023 9248 4356.

* Please see our latest advice guide on this subject.

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What our clients say...

"I have moved my last two GP practices over to Morris Crocker Accountants, and have been delighted with the level of knowledge, support and help that we have always received from their GP Team.  They have helped us most recently in a complex matter and have made sense of a very difficult couple of financial years for us.  The entire team are approachable, pro-active and endlessly patient and service is always delivered with a smile and a sense of humour!   I could not wish for better service.”

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