There is always more than one person who understands and works on your business at BDO, without having to pay the fees for them all.
Managing significant personal wealth brings a complexity that goes beyond staying compliant. Whether you're planning for the next generation, structuring assets built up over decades or navigating a major life event like a business sale or inheritance, the right advice matters as much as the right numbers.
Our private client tax team works closely with high-net-worth individuals and families across Manchester and the North West.
Our Partner-led approach focuses on building long-term relationships grounded in trust, discretion, and genuine understanding of what matters to you. We take the time to know your full picture, not just your tax position, so our advice reflects your goals.
No two people's circumstances are the same, and neither is our advice. We invest time in understanding your family, your business interests and your long-term ambitions before we talk tax strategy.
That means fewer surprises and a team that's genuinely invested in your outcomes. Many of our client relationships span decades, often across generations, because your trust, once earned, is something we work hard to keep.
There is always more than one person who understands and works on your business at BDO, without having to pay the fees for them all.
Tom Klouda
I have over 18 years’ experience in advising entrepreneurs and their families in Manchester and across the North West on private tax, business exits and succession and inheritance tax planning.
Our Manchester team brings together 25 partners and over 400 professionals under one roof, giving our clients across the North West direct access to genuine depth of expertise, not just a regional outpost of a national firm.
We've continued to invest in strengthening our specialist tax offering here, growing our team and capability to meet the needs of the region's wealthiest individuals and business owners. That local presence matters: it means face-to-face relationships, decisions made close to home, and advisers who understand the North West's business landscape as well as the technicalities of your tax position. It's a combination that's earned the confidence of clients across Manchester and beyond for years.
Richard Montague
I work with-high-net-worth families and their family offices in the UK and abroad.
Richard is a Spear's Recommended Tax Adviser, 2025.
Tax advice is never one-size-fits-all. We take the time to properly understand your circumstances so that the advice you receive is genuinely bespoke. Every relationship is partner-led, giving you direct access to senior expertise rather than being passed down the chain. Throughout, your affairs are handled with complete discretion, because we know that your trust has to be earned.
Succession planning is deeply personal. We spend time getting to know you and your family to help you protect your wealth or business for generations.
We have a dedicated team of STEP-qualified Trust specialists, who can set up and administer trusts to manage your family wealth.
Organising your personal and business assets in the most tax-efficient way can be nuanced and complex. Our experts are on hand to help.