Bespoke Tax Planning. Complex Wealth.
Dedicated advisory for high-net-worth individuals, property investors, and clients with complex personal tax affairs.
Private Client Tiers
Strategic advice, dedicated partners, and proactive tax planning
- Sophisticated SA100 filing
- FIG regime
- CGT calculations
- Non-resident landlord scheme
- Multiple income sources
- Everything in SA100 package
- Tax planning & strategy
- Unlimited meetings & calls
- Tax investigation tax protection
- Dedicated partner
- Tax report (written comprehensive tax opinion) - POA
- Tax residence analysis
- FIG regime advisory
- Structuring property investment
- Pre-sale / pre-exit tax structuring
- IHT mitigation planning (including trusts consideration)
Match Your Needs
Explore the profile types we support across advisory, portfolio, and bespoke planning.
High-Net-Worth Families
Complex family wealth, succession strategy, and long-term tax planning
Trust & Estate Planning
Trust structures, inheritance exposure, and succession planning
International Tax Affairs
Cross-border income, residency, and reporting complexity
Business Owners & Founders
Owner-managed structures, extraction planning, and exits
Property Investors & Landlords
Rental portfolios, refinancing strategy, and tax efficiency
Senior Executives & Complex Earners
Bonuses, options, benefits-in-kind, and mixed income
Family Investment Companies
Family-led structures requiring coordinated tax strategy
CGT & Exit Planning
Disposals, transaction timing, and gains optimisation
Ready for Bespoke Tax Advisory?
Book a confidential consultation with our private client team.