Private Client

Time. There never seems to be enough of it, especially when you’re trying to sort out and plan your personal tax and finances.

As a private client, no matter how complex, we’ll help you make sense of your money, assets and future plans – providing clarity, simplifying your decisions and saving you time for what’s most important to you.

Private Client & Trust

Expertise

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Managing your assets

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Why haysmacintyre?

With a busy life, complex circumstances and ambitious objectives, your personal tax and financial affairs may sometimes seem challenging, perhaps overwhelming. But not to us.

You might be a resident in the UK, coming to the UK, moving abroad, buying or selling assets, succession planning for your children, or considering what to do with your wealth. Wherever you are in your personal journey, our team is ready to support you. We’ll unravel your financial knots, explain the best options and set out a path that can achieve your aims.

Our tax planning services

You might just want us for a particular service, such as taking care of your tax return or helping with probate. That’s fine, and we’ve listed below the separate services you can access as and when you need them.

Yet experience tells us one financial decision often leads to another. With our well-proven insights and specialist knowledge, we‘ll help you be better prepared for whenever that next decision arrives – bringing you peace of mind and helping you can get on with life.

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How we can help

With haysmacintyre, you’ll have the support of a highly knowledgeable private client team that covers a broad range of specialist areas. We can advise you on every aspect of managing assets and money, whether that’s derived from running a successful business, property ownership, family wealth or the responsibility of being a trustee.

We also constantly collaborate with other expert teams, so you can benefit from the extensive knowledge and combined wisdom of all haysmacintyre’s specialists.

No matter how complex your financial situation, our answers are clear, jargon-free, often creative and always practical. They’ll also be based on the latest information; we constantly monitor developments that could affect you, with updates via personal advice and our topical insights and articles.

Through haysmacintyre, you have access to our network of leading experts in their field, such as solicitors, trustees and financial advisers. We have a strong relationship with Brewin Dolphin, a leading financial planning firm that we trust to advise you on savings, investments, pensions and more.

haysmacintyre Client Portal

The haysmacintyre Client Portal offers a secure online facility for exchanging documents and confidential information with you. If you require assistance with activating access to the Client Portal, please get in touch with your usual haysmacintyre contact.

Access Client Portal here

Spring Budget 2023: Full summary

On 15 March 2023, the Chancellor Jeremy Hunt, delivered a ‘Budget for Growth’. Our summary provides an overview of the key announcements arising from the Chancellor’s Budget, and how they are likely to impact your business and personal finances.

Private Client Briefings

Stay up to date with key issues affecting individuals, families and trustees with our Private Client Briefings. Click below to see our most recent updates.

Servicing our clients

Tax

Jurisdictions

Succession planning

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.

l have been impressed by the professionalism and warmth of the people that I’ve had the chance to meet at haysmacintyre. Those characteristics were integral to winning my custom.