Year-end tax planning guide 2021
As we look towards a new tax year, it is important to make sure you are in the best financial position possible to protect and grow your future wealth.
Bespoke advice for individuals, entrepreneurs, business owners and high net-worth individuals
Personal taxation has never been as complex. With increased legislation from HMRC on the one hand and continuously evolving family circumstances (marriage, divorce, school & university fees, retirement and long term care) staying on top of your financial affairs is more important than ever.
Our approach
Our award-winning Private Client Team is made up of Certified Financial Planning, Investment Managers and Personal Tax experts.
We work with high net-worth individuals, entrepreneurs, business owners and senior executives to provide advice and guidance that fits with their busy lifestyles and helps them achieve their aspirations.
We understand each client is unique and so we will manage your wealth, provide you with relevant tax advice and help you plan for your future in a way that is bespoke to you.
Our services
• Tax-efficient structuring including advice on residency and domicile
• Estate planning and wealth succession
• Dispute resolution
• Lifetime cash flow analysis
• Tax compliance such as filing returns
For more information on our private client services, or to speak to an advisor, please complete the short form below.
Get in touch
For more information on our private client services, or to speak to an advisor, please complete the short form below.
Succession and Estate Planning
“What if I want to leave a lasting legacy for my loved ones?”
Lifetime Cashflow
“What if I can’t find time to plan for my future?”
National contacts
Liz Ritchie Head of Private Clients
National contacts
Paul Barham Partner - Private Client Tax
Related pages
Private Clients
Whatever your stage of life, career path or goal, our aim is simple – to help you turn your what ifs into hows.