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

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.

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What our clients say...

"I have moved my last two GP practices over to Morris Crocker Accountants, and have been delighted with the level of knowledge, support and help that we have always received from their GP Team.  They have helped us most recently in a complex matter and have made sense of a very difficult couple of financial years for us.  The entire team are approachable, pro-active and endlessly patient and service is always delivered with a smile and a sense of humour!   I could not wish for better service.”

Latest news...

11/10/2018

Tax & Your Business - Survey

The Office of Tax Simplification (OTS) is seeking the views of businesses about their day-to-day dealings with tax and its impact on their business.  It particularly wants to hear from small businesses and 

READ MORE

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