Tax is a recurrent theme in life; constantly changing, constantly challenging those who want to enjoy their earnings and personal wealth, and pass it onto their heirs, both during and after their lifetimes.
Our private client expertise lies in “mapping” the assets of an individual, family or business, assessing opportunities as well as obligations, and minimising their liabilities for income, capital gains and inheritance tax (IHT). Tax is at the heart of what we do for our clients. Where there is a case for rebate, offset or deferment, we make it; where there are problems, we step between client and Taxman, marshalling the necessary facts and figures and presenting them if needed for an enquiry.
Foreign domiciled UK residents – especially those who have lived in Britain for a long time or built businesses here – will benefit from our knowledge of the increasingly complex caveats and provisos laid down by HMRC.
Our aim is always to minimise the tax charge without taking risks that are unacceptable to the client. We aim to see that the right amount is paid at the right time on the basis of full, accurate and timely disclosure. Our work, therefore, is divided between tax compliance and planning, which means we need to know our clients, their families and their circumstances particularly well. We assume a role somewhere between trusted advisor and knowledgeable friend – a role vital in ensuring clients are able to keep and enjoy more of what they earn and bequeath it to the next generation.