We offer compliance, planning and tax mitigation services for private clients. Our Private Client team has two simple goals. Minimising clients’ tax liabilities and keeping their paperwork in order.

With an experienced and dedicated team of tax professionals, we help to plan your affairs so that you achieve your financial objectives without the taxman taking an excessive cut of either income or capital. As a bonus, we also take the weight of tax compliance off your shoulders.

We provide services for both Individuals and Trustees and Executors.

For the Individual, we offer:

• A full compliance service
• Planning for retirement and business succession
• Advice on the protection of assets and passing wealth down the generations
• Mitigation & postponement of tax liabilities

We can also assist with one-off transactions such as:

• share options & other employee benefits
• investing – or disinvesting – in business ventures
• buying and selling second homes and properties abroad
• tax-efficient investment opportunities
• residence & domicile
• structuring your affairs in the event of separation and divorce
• the taxation of Lloyds names
• charitable giving