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Private Clients & High Net Worth Individuals

In a world of increasing tax rates, aggressive tax administrations, diverse investment opportunities and complex domestic and business relationships, the need for high net worth individuals to seek bespoke, specialist advice has never been greater.

Our service is designed around your personal circumstances, with a particular focus on protecting wealth and minimising tax.

Please call us for a no obligation discussion to explore how we may be able to help in the following areas:

  • Income Tax and Capital Gains Tax planning
  • Inheritance Tax planning
  • International and Offshore Tax planning
  • Wealth management – see our Financial Management services
  • Divorce and matrimonial issues
  • Succession planning and family governance
  • Personal tax returns
  • Trust accounts and tax returns
  • Partnership tax planning and compliance

"Please convey my thanks to Helen Horrocks for a very professional detailed account of my earnings as always.Once again many thanks for the professional way you have again looked... Read more

JOHN DURMAN - Durman Stearn Civil Engineering Ltd.
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Automatic PAYE Refunds: Important Changes

HMRC has stopped posting out automatic cheques for individuals due tax refunds. Now, in order to receive your PAYE repayment, you must register your claim online. The reason... Read blog post

Contact DTE Tax Advice today to discuss how we can help with your business needs

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