We offer a range of accountancy and financial services for private clients, whether for personal wealth management or to assist you when acting as a trustee or executor.
What is a private client?
For us the term ‘private client’ means an individual, whether personally or acting in the capacity of a trustee or executor. As a private client your needs will generally differ from those of our corporate clients but our advice will take into account any associated business interests and, where we as a firm act also for that business, we aim to provide an integrated and holistic service.
What do we do?
Our advice to private clients includes:
Tax planning and advice:
- Minimising income tax and capital gains tax liabilities
- Inheritance tax & estate planning
- Planning with trusts
- Planning for non-residents and non-domiciliaries
- Remuneration planning
- Financial planning & independent financial advice
Tax compliance and administration:
- Self assessment tax returns for individuals, partnerships, trusts, deceased estates and charities.
- Accounts for rental and other small business, for trusts and estates (in accordance with STEP guidelines) and charities (in accordance with the charities SORP)
- IHT returns & probate applications
- Administration of trusts, estates & charities
- Matters relating to the Non-resident Landlords' Scheme
- HMRC enquiries, investigations and disclosures
- Managed disclosure of unreturned income or gains (including under tax amnesties) with a view to minimising penalties
- Managing HMRC enquiries and investigations with a view to achieving a quick, positive and cost-effective solution
We are also happy to assist you with other aspects of your financial affairs and our partners are able to act as trustees and executors.
An ongoing relationship
We offer all new clients an initial meeting - free of charge - to discuss your circumstances and requirements. We use this meeting to assess your situation, listen to your concerns, to pinpoint any problem areas and to then suggest how we can best help you.
Once appointed, we like to meet with you at regular intervals to ensure you are getting the best advice from us. We aim to point out any problems that may be looming as well as identifying any opportunities that may arise, well in advance.
The next step
If you would like to find out more about the services for individuals, trustees or executors that we can provide, please contact one of our private client specialists at your nearest location, or complete the contact form.
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.
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.
The value of the lifetime allowance is to be reduced from £1.8 million to £1.5 million in April 2012.
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.
HMRC has disclosed that it is has started to cut essential services despite Government promises that spending cuts would not affect frontline services, says Clive Gawthorpe, partner in our Manchester office.
