Private client services

Are you concerned that you may be paying too much tax? Are you worried that you may not be getting the best advice on tax planning issues and the management of your family wealth? If so, our personal tax advisers can help you.

Personal tax advice

Whatever your background we can assist with tax mitigation, strategic planning, the preservation of wealth and passing it on to the next generation. Our private client services team consists of highly experienced specialists advising on UK and international tax and trust issues. We are people focused and partner-led and our experience comes from many years of working alongside people like you, understanding your needs and providing the best solutions.

Achieve your financial objectives in a tax efficient manner

We will guide you through the complexities of our tax system and help you to achieve your financial objectives in a tax-efficient manner.

You may be concerned about how to:

  • minimise your tax liabilities;
  • plan for your children’s inheritance;
  • plan for business succession;
  • mitigate capital gains and inheritance taxes; or
  • make provision for your retirement.

We can help you to deal with each of these issues and we will do so with a high level of personal contact and using language that you will understand.

A full range of private client services

We offer a full range of private client services designed to provide you with the best possible personal tax advice to help you manage your wealth.

  • income and capital gains tax planning and mitigation
  • succession and inheritance planning
  • services for trustees and executors
  • dealing with HM Revenue & Customs enquiries, investigations and disclosures
  • taxation of non-domiciliaries
  • remuneration planning

The next step

If you would like to discuss the private client services we can provide for you in more detail, please contact one of our personal tax advisers.

Latest news

Liechtenstein Disclosure Facility - better to act now!

Hot on the heels of an announcement from HMRC that the closure date for the Liechtenstein Disclosure Facility (LDF) has been extended to 5 April 2016 has come speculation that the local banks are pushing for much higher transfers of funds into Liechtenstein and a minimum period for which any account must be kept open.
read more...

Huge tax savings for entrepreneurial parents

Deciding to invest in providing private education for your children can be an expensive choice, so the reduction of any related tax burden is a welcome relief.
read more...

The protection gap - life assurance and pensions

Many leave the provision of life assurance and pensions to their employers, although unfortunately they do not consider whether, in the event of a claim, the benefits provided would be sufficient to allow a reasonably comfortable lifestyle to be maintained.   
read more...

Fares fair

January saw substantial increases in train fares for daily commuters to the capital, in many cases in excess of 5%.
read more...

The pension lifetime allowance and fixed protection

The value of the lifetime allowance is to be reduced from £1.8 million to £1.5 million in April 2012.
read more...

HMRC and HSBC Switzerland

Have you received – or are you about to receive – a letter from HM Revenue and Customs’ Risk and Intelligence Service, Criminal Intelligence Group?
read more...

Aberdeen see fastest rise in disposable income over last five years

Aberdeen and other major Scottish cities have seen the fastest rise in gross disposable incomes over the last five years, reveals our research.
read more...

Applying for fixed protection on your pension fund

In the Financial Update December 2010, we noted that from 6 April 2012 the Government intended to reduce the Pension Lifetime Allowance from £1.8 million to £1.5 million.
read more...

Savers losing £36 billion a year as inflation erodes nest eggs

Our research shows that UK Savers are losing more than £36 billion a year as inflation erodes any interest earned by their savings and current accounts.


read more...

UK has one of the highest tax burdens for both low and high earners

The UK has one of the highest tax burdens for both low and high earners of any major economy, reveals new research by UHY, the international accounting and consultancy network.
read more...

HMRC launched 9,368 investigations into inheritance tax valuations over the last year

HMRC launched 9,368 investigations into inheritance tax valuations over the last year and is actively targeting estates and beneficiaries.
read more...

Index-linked savings certificates - intense demand and only available for a short period

In the 2011 Budget it was announced that National Savings and Investments (NS&I) will be reintroducing index-linked savings certificates (ILSCs). These deposit based investments are guaranteed by the Government and offer a tax free, index-linked return if held for at least one year.

read more...

Don’t be an April Fool with your ISA allowance

We are approaching the end of the 2010/11 tax year and with it the deadline to use your £10,200 personal ISA allowance.
read more...

Gilts lose lustre for private investors

Our research has shown that the value of UK private investors’ holdings of gilts in their ISAs has fallen by 21% to £931 million in the last year from £1.1 billion (from 31 March 2009 to 5 April 2010).

read more...

Finance Bill 2011 – consultation update

The Treasury has issued further details of the changes to pension regulations that will come into force following the publication of the 2011 Finance Bill in April of next year. We have summarised a number of the key changes.

read more...

HMRC one step closer to obtaining details of Swiss bank accounts: another reason to take advantage of the Liechtenstein Disclosure Facility

News of a deal between the UK and Swiss governments regarding the exchange of tax information has given rise to speculation that there will be a new tax amnesty, similar to the existing Liechtenstein Disclosure Facility (LDF).

read more...

HMRC warns wine investors they are being misled - could face huge tax bills

Investors in wine are building up huge unexpected tax bills as they have been misled over HMRC’s tax treatment of wine, warns Mark Giddens, partner in our London office.
read more...

HMRC starts cutting frontline services to save money

HMRC has disclosed that it is has started to cut essential services despite Government promises that spending cuts would not affect frontline services, says Clive Gawthorpe, partner in our Manchester office.
read more...

Latest publications

Budget summary 2012

Budget cover

Our summary of George Osborne's 2012 Budget announcement is now available to download.
read more...

2011 Autumn Statement

Autumn Statement 2011

Chancellor George Osborne delivered his 2011 Autumn Statement to Parliament on Tuesday 29 November 2011. In his statement he explained what action the Government will take to safeguard the UK from global instability and the euro area crisis and build a stronger, more balanced economy for the future.
read more...

Services for trustees and executors

Do you want to protect vulnerable family members, or ensure that your wealth is passed safely down amongst the generations? Whatever your need, this document outlines the range of private client services that we offer.
read more...

Family wealth management

This leaflet provides a guide to the range of services that our private client services team can offer.
read more...

Subscribe

Ask our experts