Individuals
Private clients, landlords and families who want their tax handled properly and their wealth looked at as a whole.
Personal finances taken seriously, not processed
We act for private individuals across London and internationally: employees with complex packages, landlords with growing portfolios, families planning what passes to the next generation, and clients with income or assets in more than one country.
Compliance is the starting point rather than the whole job. The value is in seeing income, gains, property and succession together, so decisions in one area do not create a problem in another.
One adviser who knows your whole position, and answers before the decision rather than after the return.
What we handle
Self assessment
Returns prepared and filed on time, with your full position reviewed rather than transcribed.
Capital gains tax
Disposals of property, shares and other assets reported, with reliefs applied.
Landlord and rental income
Portfolio income, finance costs and ownership structure reviewed each year.
Investment and dividend income
Funds, shares and employer share schemes reported correctly.
Residence and domicile
Advice for clients moving to or from the UK, or with income in more than one country.
HMRC correspondence
Coding notices, letters and enquiries handled on your behalf.
When wealth spans assets, borders and generations
Clients with property, investments, business interests or overseas connections need their position reviewed as a whole. We coordinate with solicitors and wealth managers where it makes sense, so advice is consistent rather than piecemeal.
How we work with private clients
Understand the whole position
Income, assets, property and family circumstances, mapped in one conversation.
Identify what matters
The two or three decisions that will make a real difference this year.
Handle the compliance
Returns and reporting prepared accurately and filed well before the deadline.
Review annually
Your position revisited each year against legislative change and your own plans.
Questions we get asked
Often not. If your position is simple we will say so. Where an accountant earns their fee is multiple income sources, property, share schemes or an overseas element.
Yes. Rental income, finance cost restrictions, disposals and ownership structure, including whether holding through a company makes sense for you.
No, but it needs handling properly. We deal with residence, domicile, remittance and double taxation relief for internationally mobile clients.
We look at it alongside income and capital gains, and work with your solicitor on wills and trusts where that is the right route.
A fixed fee agreed in advance for the work we have scoped, so you know the cost before it starts.
Get a second opinion on your position.
Send us last year’s return and we will tell you what we would do differently.