Managing your taxes

Tax rules are always changing, so it’s important to regularly review your tax affairs.

Every facet of your financial life is touched in some way by tax. There’s the impact of rising property values on inheritance tax, the disposing of shares or finding an efficient way to pass on your estate. There are these and many other issues to contend with.

Structuring your personal tax affairs effectively can save you time, effort and money. And having access to experts with a wide range of tax expertise can be highly beneficial.

What to consider when managing your taxes

Does my adviser fully understand my circumstances?

The tax landscape is very wide ranging and our highly experienced team of private client and business tax professionals work collaboratively to provide a personalised service tailored to your needs.

How can I stay on top of an ever-changing tax environment?

The global tax environment is constantly changing and authorities are putting high-net-worth individuals under ever-greater scrutiny. Our experts work closely with HMRC to ensure our clients remain compliant with the latest tax rules.

How will my personal tax affairs impact my wider financial considerations?

It’s important to consider taxes in the context of your wider financial aims. You'll have a single point of contact and access to financial planners, tax specialists and investment managers as required. Your contact will always be a specialist in their field. If you have advisers already in place then we are happy to work with other businesses to help you achieve your goal.

How we work with you

Direct access
Our qualified team of professionals is at your service. When you speak to your representative, you know they’re on top of the issues that affect you.

Reviews
We’ll review your personal finances to identify the impact of income, inheritance and capital gains taxes. This will allow us to put in place the relevant reliefs and exemptions.  We also advise on all taxes for businesses. 

Income tax
Get advice on trusts, investments, overseas income, and the taxation and administration of trusts and estates.

Capital gains tax
We can advise on the availability of a range of tax reliefs, such as entrepreneurs’ relief. We can also explore exemptions, transferring assets, gifts and the timing of a disposal on your behalf.

Inheritance tax
We’ll develop a strategy based on your financial goals, which may involve lifetime gifts, drafting or revising a will, establishing trusts and life assurance.

Rule changes
You will receive up-to-date information on the implication of tax legislation changes. Issues can range from dividends to savings, share valuations and offshore trusts.

Liabilities
We’ll review whether and how your assets are protected from tax in various scenarios.

Administration
We’ll help with the administration of any trusts or estates where you act as trustee or executor.