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.