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Private Client

The private client department advises and assists on all areas of taxation, probate, wills, offshore companies and trusts. Listed below are some though not all matters covered in the relevant fields:

TAX

  • All aspects of personal tax, including income tax, inheritance tax, capital gains tax and stamp duty.
  • Specialist tax advice for high net worth clients and non-UK domiciled individuals.
  • Establish the domicile and residence status of clients.
  • Regularise the tax affairs of clients with HM Revenue & Customs.
  • Prepare detailed reports and agreements with the HM Revenue & Customs.
  • Tax planning and mitigating potential tax liabilities of clients.
  • Preparing and submitting annual tax returns
  • Setting up and administering employee PAYE Schemes.

 

OFFSHORE COMPANY AND TRUSTS

  • Establishment of offshore companies
  • Preparation of offshore trust deeds and setting up trusts.
  • Offshore structures for UK property ownership and wealth protection.
  • Advising on offshore administration.
  • Providing property management for offshore structures.
  • Advising on offshore loan arrangements
  • Liaising with investment advisers and administrators offshore

 

PROBATE AND WILLS

  • Acting for British and international clients
  • UK, foreign and offshore estates
  • Obtaining grants from the probate courts
  • Administering estates for personal representatives
  • Advising on inheritance taxes and other taxes
  • Proving non-domiciled status of deceased UK residents.
  • Advising on the administration and taxation of trusts.
  • Prepare simple or complex wills including tax planning

 

As part of a full legal package for clients the department can also provide advice and assistance on tax or finance related issues connected to matters being dealt with by the property, immigration, commercial and dispute resolution departments.

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