Accounting for High Net Worth Individuals

How our Accountants can help you!

• Wealth Planning & Protection

  The future is the focus of any tax planning strategy – we will listen to what you want and help plan to achieve your wishes. We can also advise you on the best way to protect your wealth for future generations through trust and estate planning.

• High Net Worth Estate Planning

  Planning your estate and managing your tax affairs is becoming essential to avoid losing more than necessary to HMRC.  Our accountants will have a number of tools to offer you, from advising on reducing your taxable assets during your lifetime to planning your will.

• Investment Portfolio

  An investment portfolio is generally thought of containing company shares, but the investments in a healthy portfolio will focus on more than just that. Our accountants will for a balance in the assets, whilst taking into consideration taxation issues that can arise to help you make the most out of your portfolio.

• Capital Gains

  In short, Capital Gains Tax (CGT) applies to profits you make on selling assets. We can ensure you are making the most of your £12,300 Capital Gains Tax allowance and help plan your account for CGT.

• Personal Tax

  Personal tax is paid by individuals on their income and occasionally Capital Gains they have made.

  Our goal is to make sure your personal tax position is as optimised as can be.

  You can be certain that you’ll meet all compliance requirements, while also taking full advantage of the various reliefs, allowances, and entitlements available to you under UK tax law.

• Inheritance Tax

  Making sure that your family is supported in the way you want after your death is an important part of estate planning.

  Our expert team can review your current situation and put in place a comprehensive Inheritance Tax strategy to ensure you are covered for every eventuality.

• Full range of accounting for high net worth individuals
  • Tax planning for your unique situation
  • Self-Assessment Tax returns to HMRC
  • Managing complicated payroll for your businesses
  • Compliance with companies’ house filing requirements
  • Corporation Tax planning and advice
  • Value Added Tax (VAT)
  • International tax advice and filing