Private client tax

Through our private client tax services, we’ll help you obtain peace of mind that your affairs are up to date and compliant and that they maximise the tax efficiencies available.

With increasingly complex tax legislation and wide-ranging anti-avoidance provisions, we will help you to understand any areas of uncertainty and take appropriate mitigating steps. We can help plan your personal affairs to mitigate any future tax risks and ensure that all available reliefs or exemptions can be utilised.

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

We specialise in working with non-domiciled residents (non-doms) and overseas clients, using our extensive international expertise and connections to support your cross-border financial goals.

And through our Lubbock Fine Wealth Management arm, we can connect you to experienced financial advisers to further preserve your personal wealth for the future.

Our services

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

We ensure that your income is structured as efficiently as possible, coordinating all sources and levels between family members, to prevent you from paying more tax than necessary and to maximise overall financial effectiveness within the family unit.

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

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

Our service focuses on ensuring that your investments are structured as efficiently as possible, making use of the most applicable relief for each investment. We navigate 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, to optimise your financial benefits.

We offer assistance in quantifying your current 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 your financial legacy while minimising tax burdens.

We provide expert advice on the tax issues that may arise in various scenarios, offering tailored solutions to address these challenges. 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 your physical presence and ties to the UK. Our service includes advance planning to assist you in becoming either a UK resident or non-UK resident, depending on your individual circumstances and objectives.

Our services include providing advice on the Statutory Residence Test (SRT) and offering advance planning to help you establish your status as either a UK resident or non-UK resident. Additionally, we offer guidance on your liability to UK tax, taking into account factors such as where you are physically present and where your 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 service includes providing advice on your current domicile status, assisting with the detailed rules around remittances, and guiding you in claiming the remittance basis. We also offer advice on tax-efficient remittance structures, including the use of Business Investment Relief (BIR). Furthermore, our expertise extends to tax planning ahead of key milestones, such as the imposition of the remittance basis charge after 7 years of UK residency and considerations for becoming deemed domicile after 15 years.

Our services encompass pre or post UK arrival tax planning, ensuring that your assets are structured as efficiently as possible for optimal tax outcomes. Additionally, we provide advice on the use of clean capital accounts and the establishment of excluded property trusts, which are essential tools for managing your 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 assist with 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.