Managing your taxes

Tax rules are always changing, so it’s important to regularly review your tax affairs.

Every facet of your financial life is touched in some way by tax. There’s the impact of rising property values on inheritance tax, the disposing of shares or finding an efficient way to pass on your estate. There are these and many other issues to contend with.

Structuring your personal tax affairs effectively can save you time, effort and money. And having access to experts with a wide range of tax expertise can be highly beneficial.

Need help?

We can help you take care of your finances, and ensure you make the most of your money today with the support of our wealth management experts.

Contact us

 

Watch our latest webinar

 


 

 

What to consider when managing your taxes

 

Does my adviser fully understand my circumstances?

The tax landscape is very wide ranging and our highly experienced team of private client and business tax professionals work collaboratively to provide a personalised service tailored to your needs.

 

How can I stay on top of an ever-changing tax environment?

The global tax environment is constantly changing and authorities are putting high-net-worth individuals under ever-greater scrutiny. Our experts work closely with HMRC to ensure our clients remain compliant with the latest tax rules.

 

How will my personal tax affairs impact my wider financial considerations?

It’s important to consider taxes in the context of your wider financial aims. You'll have a single point of contact and access to financial planners, tax specialists and investment managers as required. Your contact will always be a specialist in their field. If you have advisers already in place then we are happy to work with other businesses to help you achieve your goal.

 

 


 

How we can help

 


 

 

How we work with you

 

  • Direct access

    Our qualified team of professionals is at your service. When you speak to your representative, you know they’re on top of the issues that affect you.

  • Reviews

    We’ll review your personal finances to identify the impact of income, inheritance and capital gains taxes. This will allow us to put in place the relevant reliefs and exemptions. We also advise on all taxes for businesses.

  • Income tax

    Get advice on trusts, investments, overseas income, and the taxation and administration of trusts and estates.

  • Capital gains tax

    We can advise on the availability of a range of tax reliefs, such as entrepreneurs’ relief. We can also explore exemptions, transferring assets, gifts and the timing of a disposal on your behalf.

  • Inheritance tax

    We’ll develop a strategy based on your financial goals, which may involve lifetime gifts, drafting or revising a will, establishing trusts and life assurance.

  • Rule changes

    You will receive up-to-date information on the implication of tax legislation changes. Issues can range from dividends to savings, share valuations and offshore trusts.

  • Liabilities

    We’ll review whether and how your assets are protected from tax in various scenarios.

  • Administration

    We’ll help with the administration of any trusts or estates where you act as trustee or executor.

Get in touch

We can help you take care of your finances, and ensure you make the most of your money today with the support of our wealth management experts.



 

 


 

 

Related content

 

Capital at risk. The value of investments and the income from them can fall as well as rise and you may not receive back the original amount invested.

 

Cookie Settings