Private Clients

Preserving and maximising your wealth. Taking you further.
We provide you with specialist assistance in all areas of tax compliance and planning for you, your family, and Trusts.
Giving to charity

Property investment

Structuring your property investments to ensure the best return.

  • Funding your purchase
    • helping you understand the tax implications
    • property portfolio planning
  • Structuring the right ownership
    • should this be personal or company owned?
  • Acquiring a property
    • for you or your children
    • the implications of buying a second home
  • Stamp duty planning
    • helping you understand the rules
  • Capital allowances and reliefs
    • ensuring you are making the most of your allowances
    • advice on upcoming changes to mitigate risks
  • Disposal of property
    • tax costs on sale of investment, residential, commercial
    • planning to limit your tax exposure
  • Domiciled or resident overseas and buying in the UK
    • tax considerations and risks

International clients

Managing your tax exposure when moving to or investing in the UK. Taking you through your short, medium and long-term plans.

  • Investing in the UK
    • identifying tax-efficient strategies
  • Residency and domicile issues
    • determining your residency status
    • dealing with property if you are a non-domicile
    • Inheritance Tax as a non-domicile
  • Tax compliance
    • helping you to meet your UK requirements
  • International tax planning
    • using offshore Trusts to protect assets
  • Working in the UK
    • avoiding double taxation
  • Offshore Trust planning
    • protecting your assets

Entrepreneurs

Seamless service for your business and personal tax. Understanding your strategy ” where you are now and where you want to be.

  • Finding the right structure for your business
    • share structure for owner-managed businesses
    • family investment companies
  • Allowances and reliefs planning
    • using allowances to ensure the best post-tax return
    • using lower-rate bands to optimise tax efficiency
    • review pension strategy and dividend policy
  • Entrepreneurs’ Relief
    • check disposal strategy against relief conditions
    • review your business for qualifying status
  • Investment options planning
    • analysis of environments: ISA choices, pension, VCT
    • tax-efficient investments, including EIS and SEIS
  • Profit extraction advice
    • relative efficiency of income choices: salary, benefits, dividends, interest, rent
  • Disposal planning
    • preparing for exit or retirement options

Investing overseas

Looking at your international tax structure. Providing you with a global reach on human scale.

  • Local tax
    • understanding the tax rules where you operate
    • working with our international network to deliver advice for jurisdictions you are looking to invest in
  • Tax compliance
    • helping you understand the different tax rules overseas
  • Investing in property overseas
    • tax efficient ways to buy, retain and sell
  • Domicile advice
    • remittance basis advice and planning

Succession planning

Protecting your wealth for the younger generation.

  • Passing wealth to the next generation
    • leaving your home to your children
    • advice on situations of separation and divorce
    • educating your heirs on responsibility of inheritance
  • Family business succession planning
    • Business Property and Gifts of Business Assets reliefs
    • tax efficient approach
  • Will planning advice
    • sensitive, sensible, robust planning support
    • tax mitigation options
  • Trusts and estates
    • tax advice on the type of trust that is right for you
    • working with your team to constitute the trust
    • lifetime administration of your trust or estate
  • Donating to charity
    • planning the best route for your donations
    • creating a foundation or charity
    • Gift Aid explained

Tax compliance

Lifting the tax return burden from you.

  • Tax compliance and returns
    • we handle this directly for you
    • actions to mitigate future costs
  • Tax planning
    • structuring your affairs tax efficiently
    • advice on planning opportunities following the compliance process
  • Maximising reliefs and allowances
    • advising on efficiencies and opportunities
  • Reporting to HMRC
    • we deal directly with HMRC on your behalf
  • Fee protection insurance
    • reduce the cost of an enquiry into tax returns we have prepared
  • Making disclosure to HMRC

Estates and Trusts

Tax advice and problem solving for both Trustees and beneficiaries.

  • Setting up and structuring your estate or Trusts
    • clarifying your purpose and goals
    • protection of assets and control
    • appropriate structures
  • Tax compliance and returns
    • ensuring you are compliant with your filing obligations
    • Inheritance Tax implications
    • Capital Gains Tax issues
  • Handling estates through probate
    • ensuring the deceased’s intentions are met
  • Lifetime administration of your estate or Trust
    • assisting with your obligations and responsibilities
    • handing over to the next generation
  • Preparation of accounts
    • efficient, correct and complete accounting

Giving to charity

Helping you make meaningful gifts to charity; advising you on the best routes for effective giving

  • Tax-efficient charity giving
    • cash
    • assets
    • tax relief
  • Charitable donations in your will
    • Inheritance Tax
  • Donating to causes outside the UK
    • local and UK tax implications
  • Creation of a foundation or charity
    • will this achieve your goals?
    • securing longevity
  • Donating to institutions such as museums
  • Gift Aid
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20

Non-domicile tax changes reintroduced and backdated to 6 April 2017

Private clients
Tax changes affecting non-doms to be included in the Finance Bill.
18 Jul, 2017

Non-doms tax changes dropped from Finance Act

Private clients
Reforms to non-dom taxation intended to take effect from 6 April 2017 have been dropped from the Finance Act 2017.
11 May, 2017
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