Private Wealth

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.

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:

  • 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 (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.

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Private Wealth Key Contact

Duncan Gardner, Client Director

Duncan has been working in the private client tax world for over 30 years. He deals with complex self-assessment tax returns, trust taxes and advises on planning for capital gains tax and inheritance tax among other things. As well as being a Chartered Accountant, Duncan is also a member of the Society of Trust and Estate Practitioners and works with local law firms on the tax aspects of wills, trusts and estates.

T:023 9248 4356

What our clients say...

"We appointed Morris Crocker for our annual accounts and audit and found them to be professional, thorough and experienced. During the audit they offered solutions to various issues that we were experiencing. The "audit findings" report was in depth and focused on not only what they had found but the best way to resolve anything identified. They also went above and beyond while producing our consolidated accounts taking it upon themselves to make sure that mapping to the previous year meant that they were giving us the best possible comparisons. The original tender was for 1 year and we have now appointed Morris Crocker for a further two years."  

Latest news...


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