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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, Head of Private Client and Tax

Caroline Le Jeune

CEO

Nimesh Shah

Partner

Mark Levitt

Insights

TaxFax 2022/23

Our pocket-sized booklet which outlines key tax information, including any changes following the Budget.

27 October 2021

2021 Autumn Budget: a strong performance from the Chancellor but a Budget with little substance

Our expert commentary on the 2021 Autumn Budget announcement and what this means for business and individuals.

27 October 2021

Autumn Budget 2021: Impact on the property sector

Employment up - Investment up - Levelling up

Autumn Budget 2021 - Visit our Budget hub for insight and commentary on the Autumn 2021 BudgetVisit Budget hub
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