UK private client tax

A complex UK tax system and ever-changing tax legislation mean it is now more important than ever to protect your affairs and ensure they have been structured tax efficiently in line with your wishes.

Our award-winning Private Client team provides high-quality, tailored, personal tax advice to High Net Worth Individuals and their families, business owners, c-suite professionals, trustees and executives.

For individuals with assets in multiple jurisdictions, we offer a truly global service, working with our colleagues across 100 countries to ensure these are protected and comply with local regulations.

Our services

Tax compliance
Tax planning
Inheritance Tax planning
Estate administration
Trustee services
Partnership taxation
International tax planning
Business sale or exit planning

Our award-winning team

Our multi-disciplinary private client business is made up of personal tax advisers, financial planners and investment managers.

The highly skilled 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.

Get in touch

For more information on our private client services, or to speak to an adviser, please contact us today.

Discover more

Inheritance Tax Planning - Top tips

Inheritance Tax (IHT) planning isn’t something that can be looked at once and ticked off the list. As the value of your assets change, so must your plans.

It's good to gift, but be aware of the tax traps

Gifting can be a great way of passing on wealth to your loved ones as well as reducing the value of your estate for Inheritance Tax (IHT) purposes and general estate planning.