Taxes for the Private Client are myriad.

Private client tax planning requires expert advice that understands not only the individual but also their assets, businesses and lifestyles.

Our private client tax team is here to support all our clients from advising on tax strategy and efficiency to succession planning and resolving disputes.

We advise on all aspects of personal tax giving practical, commercial and innovative solutions to complex tax and structuring issues. We work closely with colleagues across the business to provide comprehensive and joined-up advice to a wide range of individuals, families, trusts and other ownership structures, investors, businesses, institutions and charities.

We often collaborate with our corporate and commercial real estate colleagues to advise entrepreneurs and business owners, including family-owned businesses, on tax strategy, pre-and post-sale planning, investment structuring and tax efficiency for owners and stakeholders.

We work with them to create a personalised plan for each of our clients focussing on areas such as business protection, wealth maximisation and efficient business succession.

Where international issues are relevant we work with a network of trusted independent legal and tax professionals in other jurisdictions.

Areas of tax advice may include any of the following;

  • Capital Gains and Inheritance tax planning for family businesses to provide an optimal structure for the future
  • Maximising tax relief on business assets and ensuring appropriate succession of those assets
  • Assistance in planning how to hand over control of businesses and their assets
  • Pre-sale and post-sale advice on disposals or acquisitions of businesses
  • The bespoke use of Trusts and Family Investment Companies to preserve wealth and invest in a controlled and tax efficient manner
  • Pre-arrival tax planning for individuals and their families coming to the UK for the short, medium or long term
  • Advice to non-domiciled individuals as they approach “deemed domicile” status
  • Advice on the tax issues around separation and divorce
  • Advice on appropriate structures to hold UK real estate
  • Private client compliance obligations for non-UK residents such as non-resident Capital Gains Tax returns

To take the first step, get in touch with us to begin a conversation.