Private Client

You do not need to come from old money to need serious tax advice. Most clients come to us at a particular moment: selling or passing on a business, buying a property for a child, setting up or reviewing a trust, moving into or out of the UK, a separation, or an estate that has turned out to be more complicated than expected.

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They are entrepreneurs, property owners, business owners, investors and families whose affairs no longer fit neatly into standard answers. We provide partner-led written advice on inheritance tax, trusts, succession, family investment companies, property wealth and cross-border matters. We make sense of the tax position, explain the options and give you a practical route forward.

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Representative matters

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The following are anonymised examples of the type of work we undertake for private clients and their advisers:

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• Advising a property-owning family on the tax consequences of succession and restructuring across a multi-generational portfolio.
• Reviewing the structure and tax position of an existing family investment company.
• Coordinating tax advice on the succession of a family business alongside the client's solicitors and accountants.
• Advising trustees and settlors on trusts holding UK residential and commercial property.
• Advising parents on the tax implications of gifts and loans to adult children, including contributions to property purchases.
• Advising an internationally connected family on the UK tax position of their property interests.
• Reviewing the stamp duty land tax and capital gains tax implications of a divorce settlement.
• Working alongside solicitors, accountants and investment advisers on the tax elements of family wealth matters.