Private Client Services

Private Client Services

For private clients, the need for specialist tax advice has never been greater.  Tax legislation is becoming more complex, attitudes to tax planning are hardening and information is becoming more readily available to tax authorities from a wider range of sources, impacting on confidentiality and security of personal data.  As a result, the risks associated with not dealing with your tax affairs accurately and effectively has never been greater.

We work with high net worth individuals and families, business owners and family offices who are seeking an adviser to help them structure their domestic and international affairs in an efficient and compliant manner.  We also provide assistance to advisers to private clients, working with trust companies, family offices, private banks and lawyers.

We deliver a comprehensive set of services including asset structuring, succession planning, will planning, tax compliance, risk management, family business advisory and family office services on a national and international scale.

Our services include:

  • Personal tax compliance
  • Tax planning and structuring
  • High Value Residency applications
  • Shareholder taxation
  • Family and private office services
  • ITIS and social security
  • Residence review
  • Investigations and dispute resolution
  • Pensions