High-Net Worth Individuals

We advise some of the UK’s wealthier individuals helping them protect, maintain and enhance their privately held wealth in the most commercial, tax efficient and cost-effective manner possible. A strong, trusted and personal relationship with our clients is paramount in providing a complete service, tailored to each client's individual needs

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Landed / Family Estates

We have an enviable range of family estates for which we act. This can be from basic compliance services through to long-term planning for the estates and future generations. We hold influential positions (such as trusteeships) in many of the organisations for which we act

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Entrepreneurs

Our service to entrepreneurs, their businesses and their ultimate realisation of wealth sets us apart from our competitors. We cover a wide range of topics, from the early stages of writing a business plan and attracting early stage investment, through to expanding into new markets, and finally to exiting the business so as to extract maximum value in the most tax-efficient way

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Latest News

When must you register for VAT?
16/08/2017 - More...
The taxable turnover threshold, that

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The Supreme Court has dismissed HMRC’s

What are overlap profits?
16/08/2017 - More...
The assessment of self-employed or

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Contact Information

Banbury Office:

+44 (0) 1295 688 287
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Birmingham Office:

+44 (0) 121 784 5818
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Cirencester Office:

+44 (0) 1285 655 955
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Leamington Spa Office:

+44 (0) 1926 431 143
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We are registered under ICAEW and have PI Insurance.