Private Clients

Clients typically are:

  • Sole proprietors or self employed individuals
  • Expatriate employees unfamiliar with UK taxes
  • Higher net worth individuals

Our services to such clients ensure that the requirements of self-assessment income tax returns are met on time. We take advantage of on-line filing and have access to clients’ tax accounts held by HM Revenue and Customs.

Clients are free to seek advice on inheritance tax matters. We arrange for a complete evaluation of a clients’ estate and advise on the mitigation of inheritance tax. Where this involves drafting/revising wills or setting up tax efficient trusts we use the services of specialist lawyers with whom we have built a firm professional relationship over many years.

Where our clients are involved in consultancy and other business we can also assist with other taxation matters such as registration for VAT, determining the impact of 1R35 and PAYE and National Insurance matters.