Private Client

Dealing with your financial affairs can be a complex and time-consuming process. Our dedicated tax professionals understand the importance of managing and protecting your assets. We strive to bring peace of mind over the safeguarding of assets and provide long-term advice to enable your estate to flourish.

You don’t have to consider yourself particularly wealthy to benefit from our assistance. Whilst we have a large number of high net-worth clients, we also have many clients with lower and middle incomes, from all walks of life. Whatever your circumstances, we will make sure your annual self-assessment tax return  is completed correctly and on time.

We work closely with business owners and other private individuals to structure their affairs in the most tax efficient way, assisting with long term planning and passing on wealth to future generations. This includes advice on the use of trusts for estate planning and philanthropic activities.

For more, please see Individuals or Trusts & Estates below, or scroll down to get in touch with one of our private client team.

Geoff Burningham

Geoff Burningham

Tax Associate

Haslemere

Greg Stevenson

Greg Stevenson

Partner

London, Haslemere

Neil Wilkinson

Neil Wilkinson

Partner

London, Hemel Hempstead

Stephen Anderson

Partner

London, Hemel Hempstead

Richard Billinghurst

Partner

London

Geoff Burningham

Tax Associate

Haslemere

Christian James

Manager

Hemel Hempstead

Ann Marshall

Outsourcing Manager

Haslemere

Greg Stevenson

Partner

London, Haslemere

Neil Wilkinson

Partner

London, Hemel Hempstead

Changes to Capital Gains Tax on UK Residential Property

3rd June 2020

New rules have been announced in relation to capital gains on the disposal of UK residential property.

Read more

Get in touch or request a call back:

Call 0330 223 6400 or complete the form to make an enquiry or request a call back (* indicates a mandatory field).