Pension tax relief planning
Review pension tax relief, SIPP tax relief, and tax relief on pension contributions in the context of wider income and long-term wealth planning.
Private Client Services
Bespoke Tax Planning. Complex Wealth.
Dedicated advisory for high-net-worth individuals, property investors, and clients with complex personal tax affairs, including pension tax relief, gift aid tax relief, VCT tax relief, and disposal planning.
Choose Your Plan
Private Client Tiers
Strategic advice, dedicated partners, and proactive tax planning
SA100
Complex SA100
Self-assessment tax return for HNWIs
from£1,500
- Sophisticated SA100 filing
- FIG regime
- CGT calculations
- Non-resident landlord scheme
- Multiple income sources
Most Popular
Annual Tax Retention
All-inclusive Package for HNWIs
Comprehensive annual tax support with strategy, protection, and dedicated partner access.
£7,500 pa
- 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
Bespoke
Strategic Tax Projects
Targeted advisory for complex structuring, exits, and inheritance planning.
POA
- FIG regime advisory
- Structuring property investment
- Pre-sale / pre-exit tax structuring
- IHT mitigation planning (including trusts consideration)
Private Client Profiles
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
Planning Themes
Where Private Client planning usually becomes more technical
Private client work often moves beyond basic compliance into pension tax relief, investment relief, capital gains planning, and disposal strategy that need joined-up advice.
Gift Aid and personal reliefs
Check gift aid tax relief positions and how relief claims interact with income bands, allowances, and year-end reporting.
Investor tax reliefs
Assess whether VCT tax relief or venture capital trusts tax relief fits the wider personal planning picture alongside other investment decisions.
Disposals and relief analysis
Review capital gains planning, business disposals, and entrepreneur relief style questions in the context of current rules rather than outdated assumptions.
Frequently Asked Questions
Ready for Bespoke Tax Advisory?
Book a confidential consultation with our private client team.