Private Client

Tax Planning

Tax is a cost, and like all costs you need to periodically check you have organised it properly. After all, we all need to pay tax – but we don’t need to overpay and donate money to the taxman.

Estate Planning

Inheritance Tax is often referred to as a voluntary tax, as you can organise your affairs to minimise it. When you’ve worked hard for years to build your wealth we can help you to pass it on to the next generation – without huge death duties.

We can start looking at your situation by carrying out an Inheritance Tax Health Check.

Wealth Management

We aren’t independent financial advisers and we don’t try to sell investment or protection ... but we can advise you on ways to manage your wealth.

We start this process by preparing your personal balance sheet – ask for more information.

Property Investor Specialism

Investing in property can be simple (or not!). We have built up an enviable specialism in property matters. We can help you to review your options and form a strategic property plan. We can advise you about tax, obviously, but also about more generally about funding and ways to maximise and grow your property portfolio. We can help in all sorts of circumstances; whether it is simple buy-to-let, setting up a portfolio, rent to rent, serviced apartments, options, or incorporating a property portfolio.

International Property Investor Specialism

Part of our private client offering is the help and support that you need as a foreign national buying property in the UK.