here's something a long time client might say about us. it's nice, it's good, they like us.
Our Private Wealth and Entrepreneurial team works with individuals, their families, their businesses, investments and related entities at different stages of wealth creation. The team has a particular focus on wealth structuring, with experience and expertise in tackling complex issues such as how to hold investments, the control of assets and succession planning, through to coordinating and processing personal tax returns.
We work for business owners, investors and stakeholders, private equity and other funds, trustees and directors, including directors of family vehicles, FCA registered advisers and executives. With every individual or family having different requirements we provide tailored tax solutions to match the objectives of our clients, helping them to protect and maximise their wealth. We also work actively with advisers to private clients, working with trust companies, family offices, private banks, lawyers and existing accountants to offer an integrated approach to tax planning.
We work for business owners, investors and stakeholders, private equity and other funds, trustees and directors, including directors of family vehicles, FCA registered advisers and executives. With every individual or family having different requirements we provide tailored tax solutions to match the objectives of our clients, helping them to protect and maximise their wealth. We also work actively with advisers to private clients, working with trust companies, family offices, private banks, lawyers and existing accountants to offer an integrated approach to tax planning.
here's something a long time client might say about us. it's nice, it's good, they like us.
Tom Klouda
I'm a recognised go-to adviser for ultra-wealthy individuals with very complex affairs. As a Tax Partner in our Global Private Wealth team, I'm a trusted confidante to entrepreneurs, their families and wealth structures.
Our Private Wealth and Entrepreneurial team works with individuals, their families, their businesses, investments and related entities at different stages of wealth creation. The team has a particular focus on wealth structuring, with experience and expertise in tackling complex issues such as how to hold investments, the control of assets and succession planning, through to coordinating and processing personal tax returns.
Our Private Wealth and Entrepreneurial team works with individuals, their families, their businesses, investments and related entities at different stages of wealth creation. The team has a particular focus on wealth structuring, with experience and expertise in tackling complex issues such as how to hold investments, the control of assets and succession planning, through to coordinating and processing personal tax returns.
Richard Montague
I'm a recognised go-to adviser for ultra-wealthy individuals with very complex affairs. As a Tax Partner in our Global Private Wealth team, I'm a trusted confidante to entrepreneurs, their families and wealth structures.
Our national team of former senior HMRC inspectors, tax advisors and accountants is fully focused on finding the best solution for you. No matter how complicated your tax affairs have become, or how difficult your situation, we are here to help. We have built strong, trusted relationships with HMRC so that we can negotiate on your behalf to resolve your dispute.
Our approach is confidential and discreet. We treat your unique situation sensitively and with appropriate expertise.
We work with you to understand the scope of HMRC’s concerns and create a comprehensive picture of the options available to you.
Our team of over 40 experts use their years of experience and technical knowledge to determine the best course of action for you.
Your information always remains confidential, and we will handle your affairs sensitively.
We specialise in property tax enquiries, resolving personal and corporate tax disputes of all sizes and complexities.
I reached out to BDO after being stuck in a personal tax investigation that made little progress over a number of years. The BDO team set about demonstrating to HMRC that despite limited evidence showing I was outside the UK when I said I was, that was the truth.
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.