When personal matters are as important as financial matters, both need care and expertise.
For the individuals who make up our team, dealing with figures means not just numbers but people too. We seek value in our relationships with clients; we take time to understand what really matters to them by developing a position of trust.
The relationships we build are personal ones but each is underpinned by decades of varied experience with private client service. However complex or sensitive your circumstances are, we approach them without confusing jargon and with clear explanations.
We help a range of clients such as families, senior executives, entrepreneurs, property investors, landowners and high net worth individuals. Many of our client relationships have been built over generations.
We specialise in helping high and ultra high net worth individuals and families, including intergenerational families and trusts. We develop plans to create, manage and preserve wealth between generations, including realising value from land and property.
Our expertise also includes advising non-resident and non-domiciled individuals, as well as UK domiciled and resident individuals.
Our partners are actively involved, taking a continuing interest in your finances and giving you access to their expertise. At the same time, you are a client of the entire firm.
Our specialists in wealth management, inheritance, tax investigations and probate services are pleased to support our private clients and help find the most efficient answers to your tax planning concerns.
For more information or help from one of our tax specialists, please contact us using our enquiry form.