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Personal Tax Planning

Expert private client tax advice to ensure wealth preservation over the long-term.

Understanding your tax needs

We understand that private client affairs and associated personal tax issues can be complicated, and that numerous taxes can apply - from income tax, capital gains tax (CGT) and inheritance tax (IHT), to corporate tax and stamp duty land tax to name but a few.

Legislation in these areas is constantly changing and becoming ever more complex. With this in mind, it is vitally important to consider all relevant taxes and how they interact with each other. Often, a particular solution might save on one tax, but it could create a challenge elsewhere.

Not only this, there are also an abundance of reliefs and exemptions to take advantage of, but which can be all too easily overlooked because of the complexity around this area.

Drawing on the expertise of our private client advisers, we can advise you, your wider families and business(es) on the full remit of your personal tax planning needs.

Our aim? To preserve your wealth over the long-term by mitigating exposure to tax, where it is appropriate to do so, whilst balancing the commercial and familial considerations.

Our people, your partners

We devote significant resources, both human and technical, to maintaining and enhancing our personal tax planning services to individuals and are committed to providing simple, flexible and practical solutions which focus on long-term family and commercial considerations.

Our advice is highly bespoke to your individual circumstances and there is no ‘one size’ product or solution.

As with all tax planning, we are mindful of managing relationships with HMRC and, where possible, certain transactions and planning can be pre-cleared through a formal facility, or pre-agreed with appropriate communication with HMRC.

Further to this, the compliance aspects of tax planning are just as important as the planning itself, so it is fundamental that transactions are accurately reported on personal tax returns.

How we can help

For us, the end solution is just as important as how we get you there, and we are focused on providing clear and practical guidance and steps to achieve your desired outcomes.

Our private client tax advice spans the following areas:

  • Reducing the burden of high rates of income tax
  • CGT planning when selling a property or company shares
  • Maximising entrepreneurs’ relief upon the sale of a business
  • Managing exposure to IHT
  • Funding new business opportunities
  • Tax efficient gifts to charity
  • Effective structuring to purchase property, whether for personal use, investment or development
  • Legitimate reduction in SDLT liabilities
  • Investment in overseas assets
We aim to preserve your wealth over the long-term by mitigating exposure to tax, balancing the commercial and familial considerations


TaxFax 2022/23

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

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