Private Client Tax

We offer high quality tax compliance and tax planning services to private clients.

As well as completing and submitting annual Self Assessment tax returns to HMRC, our private client tax team is proactive in seeking ways to mitigate exposure to all of the relevant personal taxes (income tax, NIC, capital gains tax and inheritance tax). Our client base ranges from high net worth individuals, with numerous investments and income sources, non-UK domiciles, overseas residents, employees and directors with share scheme packages, those with significant property portfolios to those who have a number of pensions and/or bank accounts.

Specific private client tax areas which we are asked to advise on include:

Personal Self Assessment tax returns
Capital Gains Tax advice and compliance, including 60 day CGT returns on residential land and property
Disclosure and taxation of benefits in kind
T rusts and Estates compliance and advice
Exercising and taxation of share options.
Minimising tax through investments into EIS, SEIS and VCT’s.
Capital Taxes Planning
Income Tax Planning – including forecasts and comparisons
Share pooling rules for sales of quoted shares
Claiming maximum tax relief for contributions into pensions
Minimising tax on development land sales
Minimising tax on a business sale
Crypto assets
Tax disclosures
Residence and Domicile planning
Tax investigations, enquiries and disclosures
Appointing us as your professional executor
Appointing us as your professional trustee
What to think about when receiving an inheritance
Divorce and separation

Our private client team operates alongside other departments within the practice. If you have a business but also require specialist personal taxation advice, we can accommodate your needs.

We are also regulated to undertake non-contentious Probate.

Why choose us?

Highly experienced and qualified team of chartered tax advisers
Proactive tax planning advice offered alongside self-assessment compliance services
Locally based offices and modern communication tools, to also act remotely
Provincial fee charging structure
Tax returns can be underwritten against HMRC enquiry by taking out our in house T ax Enquiry and Investigation Service cover.
Expertise in HMRC tax enquiries, if any returns are challenged.

Our Tax Group commentary on private client tax aspects of:

Spring Budget 2024 | 2023 | 2022 | 2021 | 2017 | 2015
Summer Budget 2015
Autumn Budget 2023 | 2022 | 2021 | 2018 | 2017 | 2016 | 2015

Our Tax Group “A Brief Guide to…” publications:

As well as making sure the tax returns we prepare and advice we give is in accordance with tax legislation, statements of practice, extra statutory concessions and HMRC manuals, we will also be mindful of opportunities presented from relevant case law: