Private client tax advice for complex financial affairs
Personal tax planning often involves succession, international mobility, business interests and long-term family considerations.
We work with a wide range of clients, including high net worth individuals and families, internationally mobile clients, trustees and family offices, senior executives and professionals, and business owners whose personal and commercial interests are closely connected.
Whether you are a long-term UK resident, arriving in the UK or planning a move abroad, we provide joined-up advice on UK and international tax matters. We help clients who may be:
You can look at your tax position as a whole
Private client tax advice is most effective when it is considered in the context of your unique circumstances.
In consideration of your business interests, international connections and long-term objectives, we will help you understand the tax implications of important decisions before they are made.
Where appropriate, we coordinate with colleagues across probate, trusts and corporate advisory, bringing the right expertise together when personal wealth, business interests and family planning overlap.
"We take the time to understand your wider financial, business and family circumstances."
→ Personal tax compliance and advisory
We manage the tax affairs of individuals, trusts, limited liability partnerships and estates. We make sure deadlines are met, current legislation is applied and available reliefs are considered.
Our services include:
- Self Assessment tax return preparation and submission
- Maximising allowances, exemptions and reliefs
- Early identification of liabilities for cash flow planning
- Regular and ongoing tax reserve calculations
- HMRC enquiry support and dispute management
- Year-round advisory support
- Guidance on Making Tax Digital for Income Tax
→ Capital Gains Tax and property tax planning
We provide practical advice on Capital Gains Tax and property taxation, including:
- UK and overseas property ownership and disposal
- 60-day UK property reporting
- Planning around the disposal of shares, businesses and investment assets
- Making full use of available reliefs and exemptions
- Tax-efficient structuring of property portfolios
→ Inheritance Tax and estate planning
Our tax team works closely with our in-house Probate Department to provide integrated advice on lifetime planning, estate administration and succession. We advise on:
- Lifetime gifting strategies
- Exemptions and available reliefs
- Succession planning for family wealth
- Business Property Relief and Agricultural Property Relief
- Estate planning integrated with will drafting and probate support
- Reviewing Inheritance Tax exposure as part of wider long-term planning
→ Trusts, family wealth and asset structuring
Trusts can form an important part of asset protection, succession planning and family governance. We act for UK and offshore trusts, advising on their ongoing management and reporting. Our services include:
- UK tax compliance for trusts
- Planning for settlors, trustees and beneficiaries
- Advice on distributions, income and gains
- Succession and family wealth planning
- Advice on offshore trusts and cross-border structures
For new trusts and long-standing family arrangements alike, we provide technical advice on ongoing trust management and reporting.
→ International tax for globally mobile individuals
International mobility can bring additional tax considerations. We help inbound, outbound and internationally mobile clients understand their UK and international tax position.
Our expertise includes:
- Statutory Residence Test planning and ongoing reviews
- Pre-arrival and pre-departure planning
- Foreign Income and Gains regime advice and planning
- Cross-border structuring for assets, investments and property
- Coordinating advice with trusted advisers in other jurisdictions
- Tax advisory support for internationally mobile executives and professionals
→ Employment tax services for individuals and executives
Our specialist team advises high-earning employees, directors, contractors and internationally mobile workers on their employment tax position.
Our services include:
- Pay As You Earn and personal employment tax compliance
- Employment status advice, including IR35 and off-payroll rules
- Review of benefits in kind and expenses
- P11D preparation and review
- PAYE Settlement Agreements
- Employment-related securities, share schemes and carried interest
- UK tax obligations for short-term business visitors and outbound workers
- HMRC enquiry and dispute support
→ Planning for business owners and entrepreneurs
Whether selling a business, restructuring shareholdings or planning for succession, we can advise business owners on the tax aspects of these decisions alongside their wider personal affairs, including:
- Tax-efficient profit extraction
- Shareholder planning, exits and succession
- Use of trusts, partnerships and family investment companies
- Planning around business disposals, demergers and restructurings
- Preparing for retirement or handing the business to the next generation
Find the right specialist for your situation
What would you like to know?
→ Do I need a private client tax adviser?
You may benefit from advice where your personal tax position involves business interests, international exposure or longer-term wealth and succession planning.
→ Can mgr help with international tax matters?
Yes. We advise clients on UK residence and cross-border tax matters, including pre-arrival and pre-departure planning and the Foreign Income and Gains regime where applicable.
→ Do mgr prepare Self Assessment tax returns?
Yes. We provide personal tax compliance services, including the preparation and submission of Self Assessment tax returns.
→ Can mgr help with Inheritance Tax planning?
Yes. We advise on Inheritance Tax planning, including lifetime gifting, available reliefs and wider succession considerations.
→ Do mgr work with trusts and estates?
Yes. We work closely with our tax, trusts and probate specialists to provide coordinated advice where required.
You can access wider private client expertise
Your personal tax requirements may connect with wider accounting, probate, business or advisory matters. With mgr, you can access the relevant expertise across the firm through one relationship.
Want to talk through your tax position?
Ready to discuss your private client tax requirements?
Tell us a little about your circumstances and what you are planning, and we will connect you with the right private client tax adviser.
- Copyright @etlmarketing