Private Wealth Clients
Protecting your wealth and minimising your tax liability is the aim of our services for high net worth individuals.
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:
- 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
- Divorce and matrimonial issues
- Use of corporate and personal trust structures
- Determining residence and domicile status (post Brexit) - Please see our advice guide on this subject.
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.