Private Client & Trusts

Your personal wealth and assets should be a blessing, not a burden. Our role is to take care of the workload, ensure tax efficiency and create plans to fulfil your future aims, both for you and your loved ones.

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Why haysmacintyre?

Our focus is on taking care of your tax returns and other compliance matters, and supporting you with effective advice on tax, planning and trusts, whether you are resident in the UK or have interests here.

We can be your trusted advisor for all your key financial decisions through life. We’ll help you to invest and accumulate assets tax-efficiently and with an eye to the future. When you want to distribute those assets, we’ll help you do so with the minimum tax impact.

Throughout all these stages of our relationship, our tax and planning advice will be informed by our understanding of your situation and ambitions. This proactive, partner-led service is one of the reasons why we establish long-term relationships with our clients, sometimes through generations of the same family.

We integrate our support with the expert knowledge of trusted and recommended specialists such as solicitors, investment managers and IFAs. For example if we recommend making additional pension contributions as a tax-efficient strategy, we can connect you with an investment manager or IFA for advice on which pension funds to choose.

Our support covers both UK and non-domicile aspects. Many of our clients have an international lifestyle and rely on us on to ensure their finances and trusts are tax-efficient.

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Our services

UK and non-UK Trusts
Tax
Tax

We provide full compliance services for trusts, undertake independent examinations and audits of charitable trusts, carry out admin and provide back office services if required. We work with trustees on many offshore trusts. In the UK, several of our partners act as trustees on our clients’ trusts.

When setting up a new UK or non-UK (offshore) trust or reviewing an existing one, we’ll make sure it’s structured to be tax-efficient structure and to achieve what you want.

Often parents want to set up trusts to ensure their children’s assets are protected if they go on to marry and then divorce. Alternatively, they might be concerned their children will have difficulty managing their money or use it unwisely, particularly if they stand to inherit a considerable amount. Once we’ve suggested a structure that will achieve your aims, we can put you in touch with solicitors and liaise with them to ensure the trust is drafted correctly.

Compliance services

Sensible tax planning can simplify your financial affairs and protect your wealth.

Our 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.

Advisory services

Our personal tax team are well equipped to advise on issues covering Income Tax, Capital Gains Tax and Inheritance Tax. We are experienced in advising families with complex affairs including those with international tax issues.

Inheritance Tax

Many people approach Inheritance Tax (IHT) for the first time at a difficult period. However, some careful planning during someone’s 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. There are various planning opportunities that can be implemented during someone’s lifetime that could reduce future liabilities.

Speak to a member of our team

Making Tax Digital

You may have already heard about Making Tax Digital (MTD). This comes into effect in April 2024 and will require a considerable cultural change from those affected – initially the self-employed and those receiving an income from rental properties and holiday homes.

MTD will require reports to HMRC each quarter, rather than annually, and will roll out to other tax payers later. We can help you start preparing now, so you’re set up and familiar with the system in plenty of time.

Our protected client portal

We appreciate you want to keep your personal financial information private and safe, so we can set up an individual client portal for you – a secure online facility for exchanging documents and confidential information.

Our services:

  • Tax returns – for self-assessment, partnerships, trust beneficiaries and trustees
  • Inheritance Tax (IHT)
  • Capital Gains Tax (CGT)
  • Rental income and Annual Tax on Enveloped Dwellings (ATED)
  • Advisory and planning ahead – pensions and retirement
  • Tax efficient investments
  • Family office service
  • Probate and estate services
  • UK and non-domicile support

UK and non-UK (offshore) trusts

  • Preparing accounts
  • Preparing and submitting tax returns
  • Advisory/tax planning opportunities
  • Family wealth management and asset protection

Private Client Briefing 2023 - Inheritance Tax and Probate

None of us likes to dwell on morbid thoughts, but there’s never been a greater need to plan for IHT, as the IHT receipts for the Treasury continue to increase, and more and more families are caught by the IHT net. This IHT and probate focused briefing highlights planning principles and opportunities for you to consider.

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.

We really appreciated the time that the haysmacintyre team spent working with us on our application; they were patient and helpful, and dedicated senior resources so as to provide expert opinions that greatly helped with the process. They consistently met the HMRC deadlines, and were on hand at all times to answer any related queries that we had. All in all, they made a stressful process much more manageable, and we were very happy with the service we received.

Director of Finance & Resources

Trust

Katharine Arthur

Partner, Head of Private Client
Email Katharine
View the team

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Awards and Accreditations

Accounting Excellence Large Firm of the Year 2023
eprivateclient top accountancy firm 2023

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