Private Client

Tax compliance

Sensible tax planning can simplify your financial affairs and protect your wealth. Our award winning team of personal tax specialists can advise you on every aspect of your personal tax position, from dealing with your annual tax return to structuring your affairs efficiently to meet your future goals.

Bespoke financial planning

We recognise that everyone’s financial position is different, so our financial advice will always be tailored to your individual needs.

• Personal tax compliance and planning
• Wills
• Trusts
• Inheritance tax planning

Investigations, enquiries and disclosures

HMRC has wide-ranging powers to obtain information from third parties, including those overseas, which it compares to information disclosed on tax returns. Our experienced team will make dealing with HMRC less stressful and handle every step of the investigation on your behalf.

Property ownership

The tax obligations around property ownership have increased significantly in recent years and whether you live in the UK or overseas. We assist a wide range of non-resident landlords, both individuals and companies, to prepare their income tax returns, ATED returns where appropriate and capital gains tax declarations following the sale of properties.

International services

Tax affairs are becoming increasingly global.

Whether you are coming to the UK for the first time, returning from many years abroad or leaving for new adventures outside the UK, making sure your personal tax affairs are up to date as you move between countries is key.

UK and offshore trusts

Our team act for hundreds of family trusts and large private charitable foundations based in the UK and overseas.

We advise clients on practical tax planning opportunities for using trusts for family wealth management and asset protection.

Inheritance tax

Proactive and careful planning during a lifetime can ensure that an estate is administratively simple, that it meets your objectives for the distribution of your estate after death and importantly that it is tax efficient.

Contact our team for more information

Wills and probate

Our probate team can guide you through administering an estate, submitting the inheritance tax return to HMRC and obtaining probate. We can also act as a trustee or executor of your will through our trustee company, haysmacintyre Trustees Limited.