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.

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 Clients

Protecting your wealth and minimising your tax liability is the aim of our services for high net worth individuals.  Specifically tailored to your particular circumstances 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 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 am a GP partner working in London. I have used Morris Crocker to produce my partnership and personal accounts for a number of years.The team at Morris Crocker are superb. Friendly, efficient and very knowledgeable. They have a very experienced team who have a huge amount of knowledge for NHS GP practices. As well as preparing my accounts and tax returns they provide additional services such as financial management. They have helped me on a number of business matters such as capital gains, budgets and forecasts. Pete and his team make things straightforward and easy to understand. They also helped us streamline the day to day bookkeeping by use of IT and have always been on hand for support and advice any time. I would not hesitate to recommend them as accountants especially to GPs. In the current NHS you need the best accountant that you can find who know what they are talking about. You will find that in the team at MC.  

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