Private Client Tax
A private desk for directors, investors and families with substantial affairs — one senior adviser, complete discretion.
Substantial affairs deserve one senior adviser who knows the whole picture — your income, your family, your plans. Discreet, proactive, and always ahead of the deadline.
Directors, investors and families with substantial affairs do not need a bigger form-filler — they need a private office for tax: one senior adviser who knows the whole picture, plans ahead of events rather than reporting after them, and treats discretion as a professional duty rather than a marketing word.
Private Client Tax covers the planning layer: income structuring across salary, dividends and investments; capital gains timing; inheritance tax exposure and gifting strategy; trusts where they genuinely help; and coordination with your solicitors and wealth managers so the advice joins up.
What is included
The same person, year after year.
Salary, dividends, pensions, investments.
Disposals timed and planned, not regretted.
IHT exposure understood and reduced.
Spouses and children planned together.
Private matters kept private.
Frequently asked questions
How is this different from a normal accountant?
Continuity and initiative. You deal with one named senior adviser, and the work is proactive: we bring you the planning opportunity before the deadline, not the filing after it.
Do you work alongside my existing advisers?
Yes — most private clients have solicitors, IFAs or bankers involved. We coordinate willingly; joined-up advice is precisely the product.
Is inheritance tax planning included?
Yes — exposure calculation, gifting and allowance strategy, and trust structures where appropriate, implemented with your solicitor. Started early, IHT is one of the most plannable taxes there is.
How discreet is the service?
Completely. Communication runs through the channels you choose, staff access is limited to your named team, and we never use client names in marketing.
Services clients often use together
Named senior adviser
The same qualified person handles your account — not a rotating helpdesk.
Answers in seconds
Press one button, describe the situation, get a plan. No forms, no waiting for callbacks.
Fixed monthly fee
Agreed up front. No hourly surprises, no invoice anxiety.
Three languages
Everything explained properly in English, Romanian or Ukrainian.