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Private Client

Protecting and preserving your wealth for the benefit of your family and loved ones.

Understanding your needs

We understand how important it is to protect your personal wealth.

Your objectives can be varied and broad, and they will likely include tax minimisation, wealth preservation and protection, providing for you and your family’s future, or negotiating with the tax authorities on your behalf.

Our private client team offers proactive, technically outstanding services for private business, entrepreneurs and business owners - many of whom we have accompanied on the journey from businesses start-up through to exit.

Our private client services fall into four key areas:

Our people, your partners

Working collaboratively

We will work collaboratively with you to understand your individual affairs and will provide objective and integrated advice across all aspects of your corporate and personal affairs to maximise financial planning opportunities.

Thought leaders

Widely regarded as thought leaders in the private client field, our private client team contributes directly to Government on tax policy and inputs as a key stakeholder with HMRC, on legislative change.

Passionate about our expertise

We are proud of our private client practice and are passionate about our area of expertise. This comes through in our service to you where our focus is on building strong, long-lasting relationships.

Mindful advice

Our advice is always mindful of your wider commercial and family considerations, and tax optimisation is balanced against these factors as well as managing risk with HMRC.

Careful consideration

We carefully consider the right approach to our advice and the ultimate recommendation, but simplicity is key and, occasionally, our answer may be to ‘do nothing’.

Unique approach

We believe our approach to delivering a solution is unique, and that the final result is just as important as the journey to reach that point.

Our experts

Partner

Caroline Le Jeune

Partner

Nimesh Shah

Partner

Mark Levitt

21 November 2019

General Election 2019: Labour manifesto commentary

Our experts react to the Labour 2019 General Election manifesto, released earlier today.

21 October 2019

Pension versus Individual Savings Account (ISA)

Pension funds no longer have to be substantially used to provide a lifetime income.

05 October 2019

HMRC letters can be inaccurate and intimidating

The impact of the exchange of information under the CRS is really beginning to show results, but letters sent out by HMRC can be intimidating.