Skip to main content

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

07 January 2020

Taxpayers who don’t file their tax returns on time will be fined and it could get a lot worse

Almost half the population still have to file their tax returns

20 December 2019

Personal tax planning guide: 2019/20

Personal tax planning guide: 2019/20

17 December 2019

Blick Rothenberg calls for tax reform and simplification

Given the resounding Conservative victory, now is the time for The Chancellor Sajid Javid to radically reform the British tax system.