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.

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...

Superb Accountants especially for GPs. I have used Morris Crocker for years to prepare partnership accounts. Morris Crocker have also advised me or referred me to specialists for many business related issues. Fantastic, Professional and friendly service. I would not hesitate to recommend Pete and the team. Fantastic! - Laura, GP London

Latest news...

07/06/2018

Requirement to correct on offshore assets

New legislation has been introduced which requires taxpayers in the UK to declare all of their tax liabilities in relation to offshore assets.

READ MORE

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