Private client

With a wide range of private clients all with interests in many different sectors who trust us to look after their financial wellbeing, we offer a range of services to help clients whatever their financial goals may be.

We can provide financial planning, tax advice and compliance information, as well as directing you to LighthouseCarrwood for first-class independent financial advice.

Through our dedicated tax department, alongside our partners’ wealth of knowledge regarding personal tax, we can help you with:

  • Preparing your tax return
  • Reviewing and planning for your income tax, capital gains tax, national insurance, value added tax (if applicable) and potential inheritance tax liabilities
  • Advising you regarding any HMRC tax enquiry into your tax returns
  • Advising on National Insurance matters