Private and high-net-worth individuals

High-net-worth individuals need accounting services that provide individualised attention.

Whether you’re a CEO, professional, company owner, estate trust, wealthy family, or private individual or organisation, we provide excellent accounting and tax services for those looking at maintaining, protecting, and growing their financial wealth. Our tax experts have strong experience and knowledge working with high-net-worth individuals, and so they will be mindful of your individual needs and respect your need for discretion if required.

We know how important it is to take into account all aspects of your life in order to achieve your financial goals. This might include looking at the businesses you own and how they are structured, how you extract money from your businesses, how you are distributing wealth amongst your family or how you  are planning for the future.    

As part of our service, we will also provide you with strategic tax planning advice while making sure your tax affairs are always in order and you are always fully compliant with HMRC. Other services we provide include:  

• Tax efficient structuring of your businesses
• Family wealth structuring using trust, partnership, and corporate holding vehicles
• Non-domicile and residence planning
• Matrimonial tax planning
• Tax investigations and disputes, including managing interactions with HMRC
• Complex personal tax return compliance for high-net-worth clients
• Landlord services

In times like these, it’s important to get up-to-date, proactive guidance to ensure you’re handling your finances in the best way to protect your wealth for you and your family.