For private clients, the need for specialist tax advice has never been greater. Around the world, legislation is becoming more complex, tax authorities are hardening their attitudes to tax planning and there is an increased risk of investigation.

Advice that ensures our clients are operating well within the rules, whilst making their wealth work in a way that suits their needs – is at a real premium. We work with wealthy individuals and families, business owners and family offices who are seeking an adviser to help structure their domestic and international affairs in an efficient and compliant manner. We also provide assistance to advisers to private clients, working with family offices, private banks, lawyers and trust companies

We listen carefully to the specific needs of our clients and work to deliver exceptional service through practical, bespoke advice, tailored to an individual’s priorities.

We advise our clients on what to do, rather than ‘what we know’, assisting our clients and their teams of professional advisers to implement our advice. In addition, we offer ongoing tax return compliance and related assurance services to give our clients peace of mind that their tax affairs are being recorded and reported correctly.

We deliver a comprehensive set of tax services including asset structuring, succession planning, will planning, trust services, tax compliance, risk management, debt advisory, family business advisory and family office services on a national (17 offices in the UK) and international (offices in 166 countries) scale.

For individuals experiencing an unexpected challenge to their personal finances, our Private Client Debt Advisory team will work with them, their professional advisers and creditors to reach a negotiated solution to avoid insolvency.

Some of our clients will fall into the HMRC Making Tax Digital for Income Tax (MTDfIT) regime from April 2026 and we will help them make the change to comply with quarterly digital submissions to HMRC.

We have specialist teams across the UK focussing on International Private Wealth, Entrepreneurial Private Wealth, US Private Wealth and Entrepreneurial Services and Family Private Wealth.

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