Personal tax advice

Trusted advisors for all your personal tax matters

Here to help you make sense of personal tax – no matter how complicated life gets

Our private client experts work closely with individuals and families, to build trusted, long-term relationships that span generations. 

We collaborate with your other professional advisers to deliver clear, joined-up advice that helps minimise personal tax liabilities and support your broader financial goals. We have our own team of financial planners which enables us to provide this advice all under one roof.

We understand that high-net-worth individuals and families often face a unique set of complex tax challenges. Whether it’s managing international income and residency issues, structuring trusts and estates, planning for succession our team has experience in these areas and provide tailored, strategic advice to help protect and grow your wealth across generations.

Thinking about selling your business? Making gifts to your children? Or simply want to feel more confident about your financial future? We’ll help you explore your options and make informed decisions – at the right time and in the right way.

You don’t need to own a business to benefit from our tax and financial expertise. However, if you are, you’ll be supported by a team that really understands the challenges you face.

We can assist you with:

  • Reducing potential inheritance tax liabilities

  • The use of trusts to reduce tax and protect family assets

  • Tax planning for non-domiciled individuals

  • Navigating the tax implications of international residency or assets

  • Planning for retirement or business succession

  • Minimising capital gains tax on the sale or gift of assets

  • Tax efficient extraction of business profits

  • Tax efficient wills

  • Self-assessment

Our clients say

“Steve York advised my Mother about capital gains tax and the implications of inheritance. Nature having taken its course left me needing some help and clarification which he again provided making dealing with her estate so much easier. Help at what can be a difficult time can really make a difference.” Simon Kent

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Meet our personal tax experts

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