Private Client services


Personalised tax advice for complex lives

When your personal wealth, lifestyle, and legacy span borders and generations, tax advice needs to be more than just technical—it must be tailored, proactive and practical.

We provide bespoke tax advisory services to high-net-worth and ultra-high-net-worth individuals, both UK-resident and non-resident with complex financial affairs. Our advice goes far beyond basic compliance, we give you clarity and confidence in the face of ever-changing rules and cross-border challenges.

We help by:

  1. Simplifying complexity – Translating technical tax rules into clear, actionable guidance that empowers decision-making.
  2. Protecting personal and family wealth – Ensuring effective structuring for succession, asset protection, and intergenerational planning.
  3. Maximising tax efficiency – Identifying opportunities to optimise your tax position while remaining fully compliant.

Whether you are restructuring assets, relocating, dealing with a divorce, or planning your estate, we offer both deep technical insight and a sensitive, strategic approach.

Our private client services include:

  • UK Tax Planning

    • UK residence & domicile
    • Long Term Resident status
    • Estate planning
    • Divorce
    • Property taxes
    • Preparation of UK tax returns
  • Structuring & Investments

    • Family investment companies & partnerships
    • Tax efficient investments (SEIS, EIS, single premium life bonds)
    • Tax efficient ownership structures
    • Property development & investment
    • UK real estate for inward investors
  • International & Cross-border

    • UK & overseas trusts
    • Cross-border tax issues
    • Relocation advice & structuring
    • Tax coordination services

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Protecting your interests

Simplify your taxes, amplify your success.

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