Private Client

Why haysmacintyre?

We offer a full range of private client services to provide you with the best possible personal tax advice, financial planning and wealth management, all from our one office in London. Our services are partner-led to ensure you benefit from a genuinely personal service. 

We have a great deal of experience advising individuals, partnerships and families, often involving several generations with differing needs and objectives. While life may become increasingly complicated, you can rely on your dedicated haysmacintyre partner to guide you with practical, effective and simple to understand solutions.

Your financial future in safe hands

Throughout our lives we will face all kinds of financial choices. Our specialist advisers can guide and advise you to help you grow and protect your wealth and provide you with peace of mind now and in the future.

Life cycle

Starting out

  • Utilising tax reliefs and allowances
  • Minimising your tax bill
  • Financing your first home

Settling down

  • Property matters including tax efficient structuring, Stamp Duty Land Tax (SDLT), buy-to-let, Annual Tax on Enveloped Dwellings (ATED)
  • Trusts for children
  • School/university fees for children
  • Family and mortgage protection e.g. life assurance
  • Tax planning and compliance
  • Overseas considerations e.g. working abroad or coming to work in the UK

Middle years 

  • Planning for retirement
  • Succession planning for business
  • Tax efficient investments
  • Asset management
  • Asset protection and trusts

Retirement and beyond

  • Pensions advisory
  • Cash flow planning
  • Inheritance tax planning
  • Care cost planning
  • Retirement overseas
  • Estate compliance and planning
  • Probate services