Private Client

Expert advice and lasting relationships

Our offering is different but uncomplicated: intelligent, expert tax advice that you would expect from a leading private client firm, delivered with the individual touch of a personal accountant in Cambridge, and accessibility that is unique.

We work with individuals, families and business owners who are seeking specialist independent tax advice in the UK. We provide sound advice on how to structure their affairs in an efficient and legislatively compliant manner.

After spending time with you to understand fully your (and your family’s) aims objectives and requirements, we focus on planning and wealth structuring, and are experienced in tackling complex issues, such as how to hold investments, the control of assets, planning shareholder exit strategies and the succession of family wealth. Of course, we also offer our unparalleled experience dealing with more routine compliance, such as coordinating and processing personal tax returns, trust accounts and trust returns.

In addition, we work alongside other advisors to our private clients – private banks, wealth managers, lawyers and existing accountants – to offer a holistic approach to tax planning.

A selection of our services is listed below with a bit more detail, but we approach every client with a unique perspective and can offer advice and support on any number of projects.

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