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

Organising your personal tax, structuring your finances, dealing with trusts, probate and estates

Managing your assets

Growing your wealth and protecting your assets, now and for the future

Inheritance Tax

Ensuring a greater proportion of their wealth is passed on to their beneficiaries is paramount for our clients.

Get in touch
We look forward to speaking with you.

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.

Get in touch

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.

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.

Spring Budget 2023: Pensions changes webinar

The 2023 Spring Budget will introduce some significant changes, which will impact those approaching retirement. Watch our webinar on demand to understand what these changes mean for you.

Servicing our clients

Tax
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.

Private Client

Private Client

Insights

See all of our latest news related to Private Clients.

View more related latest
Insights
Private Client
Tax Disputes & Resolutions quarterly round up: July-September 2023

HMRC’s latest nudge letter campaigns HMRC continues to widen its use of nudge letters. ...

Read more
Insights
Private Client
Changes to Capital Gains Tax rules for divorcing couples

Under the old rules, when a married couple or civil partners separate, they could transfer...

Read more
Chess board outside
Insights
Private Client
HMRC update – an insight into HMRC’s current priorities and strategies

Nudge letters Fast becoming one of HMRC’s most common method of communication, this is...

Read more
Luxurious white building home with plants overhanging
Insights
Private Client
Stamp Duty Land Tax and buying a UK home: the impact of a ‘usufruct’

An unpredictable area relates to ‘usufructs’, which are a commonly used concept in Civil Law...

Read more
London streets and bus
Insights
Private Client
Capital Gains Tax reporting for residential properties

UK residents If you are a UK resident and dispose of UK land and property,...

Read more
Insights
Corporate
Employment tax: Proposed changes to how HMRC collects data

HMRC has released draft legislation and a policy paper that proposes changes to the data...

Read more
Insights
Private Client
Tax Disputes & Resolutions quarterly round up: July-September 2023

HMRC’s latest nudge letter campaigns HMRC continues to widen its use of nudge letters. ...

Read more
Insights
Private Client
Changes to Capital Gains Tax rules for divorcing couples

Under the old rules, when a married couple or civil partners separate, they could transfer...

Read more
Chess board outside
Insights
Private Client
HMRC update – an insight into HMRC’s current priorities and strategies

Nudge letters Fast becoming one of HMRC’s most common method of communication, this is...

Read more
Luxurious white building home with plants overhanging
Insights
Private Client
Stamp Duty Land Tax and buying a UK home: the impact of a ‘usufruct’

An unpredictable area relates to ‘usufructs’, which are a commonly used concept in Civil Law...

Read more
London streets and bus
Insights
Private Client
Capital Gains Tax reporting for residential properties

UK residents If you are a UK resident and dispose of UK land and property,...

Read more
Insights
Corporate
Employment tax: Proposed changes to how HMRC collects data

HMRC has released draft legislation and a policy paper that proposes changes to the data...

Read more
Media
Corporate
Brexit series: Round-up

  Adjusting to the post-Brexit environment Natasha Frangos, Head of Corporate, was joined by Jeremy...

Read more
Press
Private Client
Harvesting Capital Gains Tax isn’t always a win-win for HMRC: The Financial Times

CGT is reaching record levels in the UK as more taxpayers get trapped in the...

Read more
Mortgage keys and insurance
Press
Private Client
Leveraging mortgage help for early estate planning: ePrivateclient

The recent increase in contributions doesn’t only benefit prospective homeowners however, and can open...

Read more
Press
Private Client
HMRC’s interest in crypto investors – City AM

Many are unaware that crypto investments carry tax implications and can therefore be caught unawares...

Read more
Press
Corporate
Gary Lineker and IR35: Accountancy Daily

The story so far HMRC claimed that Lineker had an amount of £4.9m in unpaid...

Read more
Press
Private Client
Avoiding self-employed tax traps: The Sunday Times

Tax traps for the self-employed Whilst there are upsides to being self-employed, these individuals have...

Read more
Press
Corporate
Accounting Excellence Awards: haysmacintyre shortlisted for Large Firm of the Year

The Accounting Excellence Awards recognises firms and individuals across the UK who are driving the...

Read more
Publications
Corporate
Corporate and Private Client eNews

The latest edition of our Corporate and Private Client eNews is now available and covers...

Read more
Publications
Corporate
Corporate and Private Client eNews

The latest edition of our Corporate and Private Client eNews is now available and covers...

Read more
Publications
Corporate
Corporate and Private Client eNews

The latest edition of our Corporate and Private Client eNews is now available and covers...

Read more
Publications
Private Client
Private Client Briefing Summer 2023

The impact of the tax increases and reductions to exemptions and thresholds in the March 2023...

Read more
Publications
Private Client
Tax Return Aide Memoire 2023

Welcome to the start of a new tax year. Your haysmacintyre team is ready to...

Read more
Publications
Corporate
Tax Rate Card 2023/24

We are pleased to announce our annual tax rate card, which summarises many of the...

Read more

Awards and Accreditations

eprivateclient top accountancy firm 2022

Get in touch