Private Client Tax
For private clients, the need for specialist tax advice has never been greater. All around the world, legislation is becoming more complex, tax authorities are hardening their attitudes to tax avoidance and there is an increased risk of investigation. When the stakes are so high, poor or ill-conceived tax advice or compliance can have devastating effects.
Proactivity is therefore essential to successful financial planning. Our award-winning team can advise on a multitude of areas to help futureproof your funds – working to your objectives and within your risk comfort zone to reach the best solution for you. Our bespoke high quality tax advice and support is clearly explained and will help to reduce tax, protect wealth and limit the risk of non-compliance.
Our private client team works with a variety of high net worth individuals – from families to entrepreneurs, members of private equity firms, professional sportsmen, entertainers, and members of the legal, medical and insurance professions – all of whom may be tax resident in a range of jurisdictions. We also help advisers to private clients, working with trust companies, family offices, private banks and lawyers, so we have a deep understanding of the issues faced across the full range of taxes including:
- Inheritance Tax planning
- Offshore Tax planning
- International Tax planning
- Capital Gains Tax planning
- Image rights structuring
- Wealth management
- Private equity
- Yacht and plane structuring
- Succession planning and family governance
- Personal tax returns
- Family office (monthly accounts, bank statement reconciliation, etc)
- Trust returns, accounts and administration
- Partnership tax planning and compliance
Our team of senior tax specialists guarantee a discreet, personal service that will help you solve tax issues fast, delivering accurate, authoritative advice and guidance on all tax-related matters. If your needs are global, as the UK Member Firm of BDO International, we are well connected to advise you – wherever you are in the world.