Private Wealth

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.

• Trust registration service - Find out more about the new rules for trust registration

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.