Private client tax

Through our private client tax services, we help individuals and families obtain peace of mind that their affairs are up to date, compliant and structured to maximise the tax efficiencies available. Our team provides personal tax advice across a wide range of complex tax matters.

With increasingly complex tax legislation and wide-ranging anti-avoidance provisions, we help our clients understand areas of uncertainty and take appropriate mitigating steps. We can assist in planning personal affairs to mitigate any future tax risks and ensure that all available reliefs and exemptions are properly utilised.

Our dedicated Private Client team has extensive experience advising high net worth individuals and trustees, business owners and landlords. With a tailored and personal approach built on an understanding of individual goals, our tax advisory and compliance services span the full spectrum of personal taxes.

We also specialise in working with UK residents with varied international connections and overseas clients with UK interests, drawing on our international expertise and professional connections to support cross-border financial goals.

Through our Lubbock Fine Wealth Management arm, we can also connect clients with experienced financial advisers to help preserve and manage personal wealth for the future.

Our Private Client Tax services

We provide bespoke personal tax solutions tailored to the individual circumstances of each client across a wide range of areas such as:

We help ensure that income is structured as efficiently as possible by coordinating sources and levels of income across family members, helping prevent unnecessary tax exposure while supporting overall financial effectiveness within the family unit.

We provide comprehensive compliance services for individuals, families, partnerships, trusts, businesses, and family offices, encompassing all tax reporting requirements, including self-assessment tax returns. Our commitment is to ensure that tax returns are filed accurately and punctually, providing the client peace of mind.

We prepare and submit 60-day CGT and NR-CGT returns, ensuring that gains are calculated correctly, and all applicable reliefs and deductions are claimed. Additionally, whether pre or post-transaction, we provide guidance to help consider various options to effectively mitigate the taxes due.

Our service focuses on ensuring that investments are structured as efficiently as possible, making use of the most applicable relief for each investment. This includes navigating the complex rules around SEIS (Seed Enterprise Investment Scheme), EIS (Enterprise Investment Scheme), VCT (Venture Capital Trusts), Investors Relief, and Business Asset Disposal Relief (BADR), formerly known as entrepreneurs’ relief.

We assist in quantifying potential exposure to inheritance tax and suggest practical options to reduce potential liability. This process may include the strategic use of trusts and Family Investment Companies (FICs) to optimise financial legacy while minimising tax burdens.

We provide expert advice on the tax issues that may arise in separation or divorce scenarios, offering practical guidance to support informed decision-making. Additionally, we are equipped to act as an expert witness in various capacities, whether as a party expert, a single joint expert, or a shadow expert, as required.

We offer advice on the Statutory Residence Test (SRT), providing guidance based on physical presence and ties to the UK. Our service includes advance planning to assist our clients in becoming either a UK resident or non-UK resident, depending on individual circumstances and objectives.

Our services include providing advice on the Statutory Residence Test (SRT) and offering advance planning to help establish status as either a UK resident or non-UK resident. We also provide guidance on UK tax liabilities, taking into account factors such as physical presence in the UK and the location in which work is performed.

We offer advice on the application of Double Tax Treaties, ensuring that tax is paid in the correct jurisdictions, in the proper order, and that relief is claimed wherever possible. Given that this area is a target for HMRC scrutiny, we emphasise the importance of taking extra care with any foreign tax credit (FTC) claims and treaty claims.

Our team has extensive experience providing advice on domicile status, assisting with the detailed rules around remittances, and guiding client in claiming the remittance basis.

With the abolition of domicile as a factor in UK taxation from 6 April 2025 we can help affected individuals manage the transition to the new regime and guide new or recent arrivals through the opportunities and challenges of the new ‘Foreign Income and Gains’ (‘FIG’) exemptions and ‘Long-Term Resident’ (‘LTR’) provisions

Our services encompass pre or post UK arrival tax planning, ensuring that assets are structured as efficiently as possible for optimal tax outcomes. Additionally, we provide advice on the use of the FIG regime and the establishment of offshore bonds post the 4 year FIG period , which are essential tools for managing financial resources in a tax-efficient manner.

We offer assistance in registering for the Non-resident Landlord (NRL) scheme, ensuring ongoing compliance with its requirements. Our expertise also extends to advising on structures for investing in UK residential and commercial property. Additionally, we provide advice and compliance services for Foreign Entertainers (FEU) performing in the UK, ensuring they meet all necessary tax obligations and regulatory standards.

We assist trustees and beneficiaries by providing expert UK tax advice and ensuring compliance with reporting requirements. Our guidance encompasses liabilities to UK taxes, such as income tax and inheritance tax. Furthermore, we help in strategically planning capital distributions to achieve optimal tax efficiency.

We provide advice and reporting for commercial, residential, and mixed-use property purchases, ensuring all aspects of the transaction are managed efficiently. Additionally, we provide guidance on Stamp Duty Land Tax (SDLT) liability for incorporating property businesses, including navigating anti-avoidance rules under Section 75.

We advise individuals and families with UK and UAE connections on the UK tax implications of international mobility. Whether you are relocating to Dubai, already living overseas, investing in the UK, or planning a return, we provide clear, practical advice on UK tax residence, planning opportunities and ongoing compliance. You can read more about our services here.