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
"I have known Alan for must be nearly 40 years, from my days as a client with another firm that no longer exists till now when he is Head of Tax Dispute Resolution at DTE. My... Read more
Trevor Bethell - Marine & Charter Solutions LLPVIEW ALL TESTIMONIALS
Marine & Charter Solutions LLP
"I have known Alan for must be nearly 40 years, from my days as a client with another firm that no longer exists till now when he is Head of Tax Dispute Resolution at DTE.
My first full recollection, was when I got a tax demand, which I hadn't got a clue where it was raised from! Eventually Alan found out what it was, through his various contacts, and it turned out my dear wife had had a motorbike accident, banked the money, and never declared it. From that time on Alan has acted and still does act for us.
I would recommend him to anyone for tax advice and football!
For us he is always very thorough, concise and great to have him on our side, and a friend as well!"