Private client tax services

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Private client tax services

With ever-evolving tax changes and stringent compliance requirements, structuring your affairs efficiently is essential to protect your wealth.

Our award-winning private client tax team provides high-quality, personalised tax advice to high-net-worth individuals, business owners, executives, trustees and families.

For those with assets across multiple jurisdictions, our global service ensures compliance and protection, with expertise spanning 100 countries.

How our private client tax team can support you

Through our integrated international network, we help clients navigate complex cross-border tax challenges, offering expert advice on global tax planning, regulatory compliance and investment structuring.

For families with complex financial affairs, our Family Office Services deliver a dedicated advisory team that blends personal and business expertise to manage investments, tax planning and multi-generational wealth strategies.

Business owners and shareholders benefit from our strategic tax planning and compliance support, including guidance on business transitions, helping optimise their tax position and achieve long-term financial goals.

We provide tailored estate and trust planning to minimise tax exposure and protect long-term wealth, covering Inheritance Tax (IHT) planning, estate administration and trustee services.

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Our comprehensive private client tax and wealth management services

  • Inheritance tax planning
  • International tax planning
  • Business sale or exit planning
  • Tax compliance and planning
  • Estate administration
  • Trustee services
  • Partnership taxation

Tax changes impacting personal wealth

  • IHT Business Relief

    Starting 6 April 2026, Business Relief will drop from 100% to 50% for interests over £1 million and for all shares in AIM-listed and other unlisted companies. This is a significant change to the IHT profile of a business.Read more

  • UK Non-Dom changes

    From April 2025, the UK taxes worldwide income and gains for residents of four years or more, ending the non-dom regime. Those transitioning from remittance basis may be able to qualify for CGT rebasing for eligible assets. The new FIG Regime offers a four-year exemption for recent arrivals who’ve been non-UK residents for a decade.Read more

  • IHT changes on pensions

    From April 2027, pensions are due to become subject to IHT on death, marking a major shift in personal taxation. As pensions are often a key financial asset, this change may prompt a rethink of estate planning strategies.Read more

Global private client tax expertise with local insights

For those with interests across multiple jurisdictions, international obligations, tax-efficient investments and trust and equivalent structures, navigating tax in multiple countries can be challenging. With extensive experience in multi-jurisdictional estate and tax planning, our global reach ensures a coordinated approach to wealth protection.

Through our fully integrated international network, we take a holistic approach, carefully considering the best way to protect wealth and ensure compliance. Supported by this global expertise, clients can feel assured that their strategy aligns with both UK and international tax laws.

View our international private client services

Our award-winning private client team

The award-winning private client tax team consists of Chartered Tax Advisers, Tax Technicians and Trust and Estate Practitioners with many award winners and several holding technical roles within their respective professional bodies (CIOT, ATT & STEP).

In recent years, we have been named STEP's Accountancy Team of the Year at the Private Client Awards, are regularly featured in the eprivateclient rankings.

Personal tax FAQs

What is personal tax and who needs to pay it?

Personal tax refers to the tax an individual must pay on their income, investments and assets. It applies to employees, self-employed individuals, landlords and investors, depending on their earnings and tax obligations.

How do I check my tax code and what does it mean?

Your tax code determines the amount of tax deducted from your income. You can check it on your payslip or HMRC’s online portal. If incorrect, you may need to contact HMRC.

What income is taxable in the UK?

Taxable income in the UK includes salary, rental income, dividends, pensions and savings interest. Some annual allowances and reliefs may reduce your taxable amount.

What annual allowances and reliefs are available in the UK?

The UK provides several allowances and reliefs annually, including Personal Allowance, Marriage Allowance, Dividend Allowance, Capital Gains Tax (CGT) Allowance and an IHT Nil Rate Band.

Who needs to file a self-assessment tax return?

Self-assessments apply to self-employed individuals, landlords, company directors and those with untaxed income. If unsure, HMRC provides guidance on who needs to file.

When is the deadline for submitting a tax return?

The deadline for online tax returns is 31 January following the end of the tax year. Paper returns must be submitted by 31 October.

What happens if I miss the tax return deadline?

Late submissions result in penalties, starting at £100 and increasing over time. Interest is also charged on unpaid tax.

How does Inheritance Tax (IHT) work?

IHT is charged at 40% on estates exceeding any available nil rate band current set at £325,000. Certain exemptions, such as passing assets to a spouse or using trusts, can reduce liability.

Read our Inheritance Tax FAQs

How can I avoid double taxation on my international income?

Double taxation occurs when income is taxed in more than one country. Relief can be obtained through double taxation agreements (DTAs), tax credits and exemptions.

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