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.