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.  Designed around your particular circumstances, these 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 when required.

For more information about our services to high net worth individuals please contact us on 023 9248 4356.

* Please see our latest factsheet on this subject.

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What our clients say...

One of our best decisions as a practice was to appoint Morris Crocker as our accountants.  They are of a very high calibre, exceptionally intelligent and knowledgeable.  Queries are responded to promptly and a high level of service is given at all times. To add to that they are a pleasure to deal with and have the ability to make financial matters understandable to the layman.  We would have no hesitation in recommending them. 

Latest news...

19/09/2019

Independent review of loan charge

Sir Amyas Morse, the former Chief Executive of the National Audit Office (NAO), will head up an independent review into the controversial loan charge, which will be published by the middle of November.

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