For Individuals
Private Client
Our full-service Private Client offering is designed to meet the evolving needs of individuals and families with complex finances. We’re here to support you every step of the way, consolidate your affairs and make your assets work harder for you.
We build discreet, long-term, personal relationships and deliver trusted independent advice.
Working together
With a focus on delivering the best possible outcomes for you and the people you care about, we’ve designed a service that puts you at its heart. By aligning your personal and business goals we help to ensure every aspect of your financial life is working in harmony.
By consolidating and coordinating your affairs, we help your assets work harder for you, now and in the future. You can rely on us to manage your matters with discretion, sensitivity and a proactive mindset, so you can feel confident in every decision you make.
You’ve built something remarkable, now it’s about protecting it, growing it and passing it on in the right way. Our Private Client Services go beyond tax advice, they combine legal, financial and strategic thinking to support succession, wealth structuring and long-term planning. It’s always about you and understanding your bigger picture.
It’s your Private Client service
Just tell us what you want to achieve, and we’ll help you build a plan to get there by ensuring your assets are structured and performing in line with your personal goals and aspirations. You’ll always feel fully informed and in control, not overwhelmed by complexity. We can help you with:
- Selling or exiting your business and putting in place a clear plan for the next chapter
- Managing wealth across generations, now and in the future according to your individual needs
- Finding clarity in a changing and complex tax landscape by optimising your structure
- Inheritance and estate planning, so your loved ones receive what you want, when and how you intend
- Wealth structuring and investment management that reflect your goals and personal requirements
- Philanthropy and legacy planning to ensure your wealth makes the difference you want it to.
- Making Tax Digital for income tax – visit our guide.
Planning your business sale or exit with confidence
Deciding when and how to exit your business can feel daunting, especially when your personal plans are tied so closely to the value you’ve created. But our dedicated Private Client team is here to guide you through every step, working closely with our Corporate Finance specialists well in advance of any sale to:
- Understand what you want life to look like after your exit
- Structure your affairs so the sale supports those personal goals in the way you intend it to
- Model different scenarios to give you clarity and confidence in your decisions.
And our support doesn’t end when the deal completes. We’ll stay by your side to make sure your finances continue to work for you, protecting the lifestyle, security and legacy you’ve worked hard to achieve.