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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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Summary of the Chancellor’s Summer Statement

On 8 July 2020, the Chancellor Rishi Sunak unveiled a summer statement designed to boost the UK economy with stimulus for consumer spending as well as job creation... Read blog post

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

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