Private clients

We act for a number of private clients, from those of modest means who like the reassurance of our expertise in preparing their annual self assessment return, to wealthy individuals with complex financial affairs.

We can provide a cost effective and efficient service to them all, and we pride ourselves on ensuring that our clients do not find themselves paying more tax than they need to. We cannot claim that we always pay for ourselves by saving more in tax than we charge in fees, but it does happen, particularly with new clients who have had little or no previous tax advice!

Just like the proprietors of businesses, private clients need more sophisticated tax advice from time to time – for example on capital gains tax when disposing of assets or gifting them to their family. We can also help to minimize the extent to which inheritance tax will restrict the wealth they can pass down to their descendants.

We have the experience and the technical knowledge to get the best results for our private clients, and we believe they also value the continuity and trust that come from their relationship with the Partner responsible for their affairs – all our Partners deal personally with managing the delivery of services to their clients, and pride themselves on being accessible and hands-on.

For further information please contact Steve Maggs or telephone 01872 276116.