Private Client

Private clients

We advise a range of private clients and their related businesses as well as assisting other professional advisers with their own clients.

Our expertise includes:

 

  • Inheritance tax and estate planning;

 

  • Trusts, family investment companies, family offices and other wealth management structures;

 

  • Capital gains tax on the disposal of properties and other investments;

 

  • Tax issues arising from marriage and divorce;

 

  • Tax efficient investments such as single premium life assurance bonds;

 

  • Property taxation, including Non-Resident CGT and ATED;

 

  • Residence, domicile, and the remittance basis of taxation.

 

Our private clients have wide-ranging personal circumstances and business interests.

 

  • As well as UK-centric clients, a significant proportion of our clients have international interests, or they are international clients with UK investments, properties, and business interests.

 

  • We have close relationships with trustees in many jurisdictions and assist them, as well as their clients, on a range of UK tax matters.

 

  • We advise entrepreneurs and family business owners on setting up, expanding, and exiting from their businesses.
  • Property is a significant asset for many of our clients whether a UK home, investment properties or property development. See here for our property services