Private clients and personal tax
Our Private Client service is all about understanding your needs and delivering solutions that work for you. Tax planning can be complex, but we will do our best to explain matters in a clear, concise and straightforward way. Our Private Client team has many years of practical experience and successfully achieved the accolade of being in the top 25 Private Client advisers in the UK, for the past two years.
Planning for your family’s future is essential and we will work with you to help preserve your wealth for future generations. Our dedicated Private Client team will develop a tailored plan to help you make the right decisions and devise a strategy to suit your individual needs.
Family trusts are created for a variety of reasons; to help a spouse or children/ grandchildren in the event of a death, or to provide a charitable benefit to others. The tax benefits of trusts may have diminished over the years. But trusts can still be tax efficient and, perhaps more importantly, they can afford protection of capital for the future. Our Private Client team will guide you through the tax rules for trusts and work closely with you and your family to safeguard your heritage for future generations.
Your long-term goal might involve charitable giving to help others. Working closely with your adviser will help you set achievable milestones and we can advise you on the tax benefits of lifetime charitable giving as well as legacies included in your will.
Meet the team
We hold regular events for our clients and issue regular communications to highlight important developments and new legislation for charities and their governance.