Private client services
Our award-winning, multidisciplinary private client business is made up of personal tax advisers, financial planners and investment managers who advise High Net Worth Individuals and their families, business owners, c-suite professionals, Trustees and Executors.
As a truly global firm, we work with colleagues across 100 countries to carefully consider the best way to protect our client’s wealth and comply with local regulations.
Supported by this international network, clients can feel assured that the advice given is indicative of a global mindset.
We act as a sounding board for our clients, ensuring they have access to the information they need to make the right decisions in the short, medium, and long-term.
For us, it’s not about a one-off transaction, it’s about building a strong and lasting relationship with our clients through the generations.
Our team consists of Chartered Tax Advisers, Tax Technicians and Trust and Estate Practitioners with many award winners and several holding technical roles within their respective professional bodies (CIOT, ATT & STEP). The majority of our financial planners hold either the Certified Financial Planner (CFP) status, an internationally recognised advanced financial planning qualification or are Chartered Financial Planners, the premier qualification for financial advice professionals.
In recent years we have been named STEP's Accountancy Team of the Year at the Private Client Awards, are regularly featured in the eprivateclient rankings, and have been named as the 2nd best firm in FT Advisers Top 100 list having been named in the top 10 for over a decade.
If you would like to speak with one of our advisers about your affairs, please do not hesitate to get in touch.
Welcome to the Let’s Talk Tax podcast series. Hosted by our team of tax experts, we bring you the latest UK and international insights, regulatory changes and technical updates that could impact you, your business and your sector.
The UK tax regime has several complex rules which impact you as a high-net-worth individual. With complexity comes confusion and misinterpretation which in turn, could mean you pay more tax than you need to, particularly in the case of Inheritance Tax (IHT). Below we debunk some of the myths surrounding IHT and planning opportunities to help protect your wealth for future generations.
Currently, an individual's UK tax position is influenced by their domicile status. Under the proposed changes the concept of domicile will be disassociated from an individual’s income and capital gains tax exposure and replaced with a residence-based test.
Pensions are a tax-efficient way to save. An individual receives tax relief on the money paid in, tax-free growth during the period that they hold a pension, and the ability to access money tax-efficiently in retirement (a combination of tax-free cash and taxable income). There is no limit on how much can be built up within pensions, however taxes may be applied upon drawdown.
Join our Chief Economist and Chief Investment Officer as they discuss the global economy, inflation, interest rates, and the investment landscape.
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