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. Many of our clients have generated their own wealth; others have inherited it from a previous generation and want to grow it and protect it for future generations.

We act for clients in a variety of ways. At the most basic we prepare personal and trust accounts and tax returns. At a higher level we advise on different types of trusts, accounting legislation, asset protection or estate planning. Many of our clients now have international connections and we can advise on offshore trusts and investments, UK tax residence issues, and dealing with the complexities with non-UK domiciled individuals.

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Latest News

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As a general rule, inheritance tax (IHT)

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HM Land Registry's property alert

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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.