Private Client Services

Our Service

We provide UK tax advice and compliance support to private clients, including individuals, landlords and internationally connected clients.

Our work covers both tax compliance reporting and advisory matters, ensuring that obligations are met accurately and on time, while also helping clients understand their wider UK tax position and plan accordingly.

Whether dealing with ongoing reporting requirements or more complex matters involving residence, property or cross-border considerations, we aim to provide clear, practical and technically robust advice tailored to your circumstances.

Tax compliance reporting

We assist clients with meeting their UK tax reporting obligations accurately and on time, across a range of personal and property-related matters.

Our focus is on ensuring that returns are complete, consistent and supported by appropriate disclosures where required, helping to reduce the risk of HMRC enquiries and unnecessary penalties.

Making Tax Digital for Income Tax (MTD ITSA) is being phased in for sole traders and landlords based on their “qualifying income” (broadly, gross turnover/rental income before deduction of any costs incurred).

You will be brought into MTD ITSA from 6 April 2026 if qualifying income exceeds £50,000. From 6 April 2027, the threshold is lowed to £30,000 and, from 6 April 2028, to £20,000.

MTD ITSA requires digital record keeping and periodic submissions (quarterly updates) through compatible software, together with year-end finalisation (including the annual declaration). Late submissions are subject to a points-based penalty regime.

We can help you assess whether you are in scope and manage ongoing quarterly submissions and year‑end finalisation so that you stay compliant and avoid unnecessary penalties.

Submitting a Self Assessment return on time is important to avoid late filing penalties. Equally important is filing an accurate and complete return, including appropriate claims, elections and disclosures, to reduce the risk of later HMRC challenges.

We assist with Self Assessment compliance across the spectrum — from straightforward returns (employment/pension income, savings and investment income, Gift Aid and pension contributions) to more complex returns involving tax residence status, income and capital gains from UK and offshore trusts and capital gains/losses.

Where relevant, we prepare clear supporting disclosure notes and work with you to ensure the return reflects the underlying facts and documentation.

Non-UK residents disposing of UK land or UK residential property may need to file a UK property disposal return within 60 days of completion, even where no UK tax is ultimately payable.

 

It is worth noting that the NRCGT return is a separate tax reporting, in addition to the normal self-assessment tax return that is due on 31st January.

 

We can compute the relevant gain or loss, advise on the availability of Principal Private Residence relief and elections where appropriate, and prepare and submit the required return within the deadline. We can also align the disposal reporting with any wider UK reporting position (including Self Assessment where applicable).

UK residents disposing of UK residential property may also need to report the disposal and pay any CGT due within 60 days of completion, again, separately from the self-assessment tax return that due on 31st January.

We can compute the gain or loss, advise on reliefs and claims where relevant, and prepare and submit the UK property disposal return within the deadline, ensuring the position is consistent with your year-end tax return.

If you have unreported or under-reported income and/or capital gains (whether from UK or offshore sources), it is advisable to address this proactively rather than waiting for HMRC to raise questions.

A voluntary disclosure can reduce penalties compared with a prompted disclosure, i.e. after HMRC have written to you about potential unpaid taxes or they have opened an enquiry based on the tax return that you have submitted or information they have gathered from other sources.

We can help you quantify the position, prepare the narrative and supporting schedules, and manage the disclosure process so that it is made correctly and efficiently.

Completing an IHT400 can be demanding for lay executors. It often involves gathering valuations, identifying the correct inheritance tax treatment of different assets, and ensuring the forms are completed consistently with the probate position.

 

We can assist with preparing the IHT400 forms and related schedules, liaising with other advisers where needed, and identifying any post‑death planning opportunities (for example, where deeds of variation or other elections may be appropriate) to achieve a more tax‑efficient outcome for the intended beneficiaries.

Tax Advisory

We provide UK tax advisory support to help clients understand their position and make informed decisions, particularly where matters involve complexity, timing considerations or cross-border elements.

Our advice is tailored to your circumstances, with a focus on clarity, practical application and alignment with your wider financial and personal objectives.

If you are returning to the UK after a (long) period of non-UK residence, or becoming UK tax resident for the first time, entry planning before arrival is key. It helps you understand your UK tax position from day one and identify any pre‑arrival steps that may be beneficial.

In practice, the earlier you plan the better — certain opportunities and elections may not be available once UK residence has started. As a rule of thumb, we recommend taking advice at least 6 months prior to your intended arrival date.

If you are planning to leave the UK, temporarily or on a permanent basis, the timing of departure and your pattern of UK presence can have a significant impact on your UK tax position.

We can review your residence status under the Statutory Residence Test (including split-year treatment where relevant), advise on the number of days you may spend in the UK without become tax resident, and identify wider UK tax considerations that commonly arise around departure (for example, the treatment of capital gains and ongoing UK source income).

UK property transactions can trigger multiple UK tax considerations, both on acquisition and on disposal.

We advise on ownership structuring (for example, personal ownership versus joint ownership and interaction with wider family planning), the UK tax treatment of rental income, and the reporting and payment obligations on disposal (including the 60-day UK property reporting regime where applicable).

Where appropriate, we coordinate with your legal and financing advisers to ensure the tax position is understood before you commit to the transaction.

Estate planning is about aligning your family objectives with the UK tax framework. This often involves reviewing how assets are owned, whether lifetime gifts are appropriate, and how to balance control, access and tax efficiency.

We advise on the UK tax implications of lifetime gifting and succession planning, including common anti-avoidance rules that may bite for the unwary. We can also work alongside private client solicitors on implementation where legal documentation is required.

The Autumn Budgets in 2024 and 2025 introduced significant tax rule changes affecting internationally connected individuals and families, including changes to the taxation of foreign income and gains for new arrivals and wider inheritance tax considerations for long‑term UK residents.

We help clients (and, where relevant, trustees) understand how the changes may apply to their circumstances and identify practical planning steps — including reviewing residence position, timing considerations, and the interaction with existing trust and estate structures.

The following are a few areas that individuals (and trustees if there is an offshore trust involved) may wish to consider:

  • IHT exposure after departure following long-term UK residence
  • Ideal timing for leaving the UK after a period of UK residence
  • Temporary Repatriation Facility
  • 4-year FIG (Foreign Income and Gains) regime for new arrivers

Why Choose Us?

20+ years’ experience

…advising high net worth individuals and trusts

Specialist UK tax expertise

…across complex and cross-border matters

Personal, relationship-led approach

…with long-term client focus

Responsive support

…for urgent and time-sensitive issues

Our Insights

Get in touch

If you would like to discuss a matter, you can contact us with a brief outline of your circumstances and any relevant deadlines.

We will confirm whether we are able to assist and outline the next steps.

Contact Us