We offer planning and compliance services for our clients. Our private client team works with clients to provide proactive solutions to their tax issues considering all the interactions with their lifestyle demands and future plans.

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.  We also take the weight of tax compliance off your shoulders with a team dedicated to working with clients to meet deadlines.

We provide services for both individuals and trustees and executors.

For the individual, we offer:

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

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

• Share options and other employee benefits
• Investing – or disinvesting – in business ventures
• Buying and selling second homes and properties abroad
• Tax-efficient investment opportunities
• Residence and domicile
• Structuring your affairs in the event of separation and divorce
• The taxation of Lloyds names
• Charitable giving