Personal tax planning for founders, partners and private clients.
Self-assessment, residence, trusts, share schemes and inheritance planning - delivered with discretion and precision.
Your personal tax position should evolve with your life - not lag it.
Our personal tax practice supports founders, partners, senior executives and their families. We produce coordinated tax plans that look forward five to ten years, covering residence, succession, share schemes and wealth transfer as a single integrated picture.
Before work begins, we clarify the operating context, governance expectations, and commercial pressures behind the brief. That gives the engagement a clear purpose before technical analysis starts.
The result is a more complete advisory view: what matters now, where risk may surface next, and how recommendations can be implemented without creating unnecessary hand-offs or ambiguity.
Scope
Clarify the decision, deadline, stakeholders, and evidence standard before work begins.
Delivery
Combine partner judgement, technical review, and practical implementation planning in one workstream.
Follow-through
Convert findings into owners, actions, and next steps that leadership can track after the session.
Stamp Duty (SDLT & SDRT)
Residential and commercial SDLT structuring, reliefs and compliance, plus share-transfer SDRT reviews on transactions and reorganisations.
Self-assessment & returns
HMRC-ready personal returns covering employment, partnership, capital gains and overseas income.
- SA100 preparation and filing
- CGT real-time filings
- Foreign income and gains
Residence & domicile
Statutory Residence Test planning, arrival and departure structuring, non-dom and RNR considerations.
- SRT pre-planning
- Arrival / departure timing
- Non-dom rebasing
Trusts, estates & IHT
Lifetime gifts, trust structures and will-linked planning to preserve wealth across generations.
- Lifetime gift strategies
- Business / Agricultural Property Relief
- Trust registration service
Share schemes & founder planning
EMI, CSOP, EIS/SEIS and advance clearance work for founders and operators.
- EMI and CSOP design
- BADR eligibility reviews
- Pre-exit repapering
An annual plan, plus in-year responsiveness.
Most private clients engage us on an annual retainer that covers the tax return, a mid-year review and unlimited technical queries between reviews. Major events (sales, inheritances, emigrations) are scoped as separate pieces of work with fixed fees.
- Annual return and mid-year review
- Unlimited in-year queries
- Discrete project fees for major events
- Single partner owns your account year on year
About personal tax.
We support individuals, couples, trusts and family investment companies - with appropriate information barriers between family members where required.
Personal tax affairs feeling tangled?
A single introductory meeting will map your position and agree where to simplify first.