Private client services

Tax can be a challenging and ever-evolving minefield of information.

Our highly experienced team of tax specialists can advise you on all areas of personal tax ensuring the right strategies are put in place in order to relieve your tax burden and achieve your financial goals.

Ask our Private client services experts

Adam Fernandes square2

Adam
Fernandes

Cambridge, Letchworth, Royston

Aileen Scott

Aileen
Scott

Glasgow

Ann Harrison

Ann
Harrison

Birmingham

Beverley Howells

Beverley
Howells

Sunderland

Chris Mills

Chris
Mills

London

Clive Gawthorpe

Clive
Gawthorpe

Manchester

Colin
Peters

Nottingham

David Guest

David
Guest

Brighton, Winchester

David Smyth square

David
Smyth

Royston

Derek levy

Derek
Levy

London

Eddie Stanton

Eddie
Stanton

Manchester

Geoff Davies

Geoff
Davies

Brighton, Winchester

Nick Jenkins

Nick
Jenkins

Chester

Paul Harris

Paul
Harris

Wrexham

Paul Woodward

Paul
Woodward

Sittingbourne

Steve Theaker

Steve
Theaker

Abergavenny, Bristol, Newport

Stuart Hutchinson square

Stuart
Hutchison

Letchworth

Latest news

Liechtenstein Disclosure Facility - better to act now!

Hot on the heels of an announcement from HMRC that the closure date for the Liechtenstein Disclosure Facility (LDF) has been extended to 5 April 2016 has come speculation that the local banks are pushing for much higher transfers of funds into Liechtenstein and a minimum period for which any account must be kept open.
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The protection gap - life assurance and pensions

Many leave the provision of life assurance and pensions to their employers, although unfortunately they do not consider whether, in the event of a claim, the benefits provided would be sufficient to allow a reasonably comfortable lifestyle to be maintained.   
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Fares fair

January saw substantial increases in train fares for daily commuters to the capital, in many cases in excess of 5%.
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The pension lifetime allowance and fixed protection

The value of the lifetime allowance is to be reduced from £1.8 million to £1.5 million in April 2012.
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HMRC and HSBC Switzerland

Have you received – or are you about to receive – a letter from HM Revenue and Customs’ Risk and Intelligence Service, Criminal Intelligence Group?
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Aberdeen see fastest rise in disposable income over last five years

Aberdeen and other major Scottish cities have seen the fastest rise in gross disposable incomes over the last five years, reveals our research.
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Applying for fixed protection on your pension fund

In the Financial Update December 2010, we noted that from 6 April 2012 the Government intended to reduce the Pension Lifetime Allowance from £1.8 million to £1.5 million.
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Savers losing £36 billion a year as inflation erodes nest eggs

Our research shows that UK Savers are losing more than £36 billion a year as inflation erodes any interest earned by their savings and current accounts.


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UK has one of the highest tax burdens for both low and high earners

The UK has one of the highest tax burdens for both low and high earners of any major economy, reveals new research by UHY, the international accounting and consultancy network.
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Latest publications

Budget summary 2012

Budget cover

Our summary of George Osborne's 2012 Budget announcement is now available to download.
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2011 Autumn Statement

Autumn Statement 2011

Chancellor George Osborne delivered his 2011 Autumn Statement to Parliament on Tuesday 29 November 2011. In his statement he explained what action the Government will take to safeguard the UK from global instability and the euro area crisis and build a stronger, more balanced economy for the future.
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Services for trustees and executors

Do you want to protect vulnerable family members, or ensure that your wealth is passed safely down amongst the generations? Whatever your need, this document outlines the range of private client services that we offer.
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Family wealth management

This leaflet provides a guide to the range of services that our private client services team can offer.
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