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
Tax Consultancy Services
- Corporation Tax Compliance & Advice
- Research and Development Tax Relief (R&D)
- Private Clients & High Net Worth Individuals
- The Taxman is coming
- Property Issues & Capital Allowances
- International Tax Issues
- VAT & Customs Duty
- Meet The Tax Consultancy Services Team
- Contact
Key Services
"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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JOHN DURMAN
Chairman
Durman Stearn Civil Engineering Ltd.
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"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 after my interests with another excellent performance."
How tax efficient are you in 2021? Review it before this tax year end
With the tax year end soon approaching on 5 April 2021, this is a good time to review your tax situation to see how you can optimise your tax efficiency. A year-end tax review is... Read blog post