Private Client Tax

We offer high quality compliance and advisory services to private clients covering all aspects of personal taxes.

We are proactive in seeking ways to mitigate exposure to all these taxes and careful not to save one tax at the expense of another.

Our client base ranges from high net worth individuals with numerous investments and income sources, non-UK domiciliaries, overseas residents, employees and directors with share scheme packages, those with significant property portfolios and to those who have a number of pensions and/ or bank accounts.

 

Specific private client tax areas which we are typically asked to advise on include:

  • Income and capital gains tax on buy-to-let residential properties
  • Disclosure and taxation of benefits in kind
  • Taxation of trusts
  • Exercising and taxation of share options
  • Income tax on pension and investment income
  • Share pooling rules for sales of quoted shares
  • Claiming maximum tax relief for contributions into pensions
  • Minimising exposure to inheritance tax
  • Other tax planning
  • Dealing with HMRC tax enquiries

 

The Private Client Team operates alongside other service sectors within the firm. If you have a business but require specialist personal taxation advice, we can accommodate your needs.

 

Why choose us?

  • Highly experience d team of specialists across all aspects of Taxation
  • Proactive tax planning advice
  • Locally based offices

 

Download our Private Client Tax leaflet below to discover more about the services we can offer

 

 

Our Tax Group Commentary on Private Client Tax Aspects of:

2017: Budget 

2016: Autumn Statement Budget 

2015: Autumn Statement | Summer BudgetSpring Budget 

2014: Autumn Statement | Budget 

2013: Autumn Statement | Budget

2012: Autumn Statement | Budget 

2011: Autumn Statement  

Our Tax Group “A Brief Guide to...” Publications:

 

Get in touch with your local office and speak to one of our specialist advisers about our Private Client Tax services.



 
Latest Blogs in Private Client Tax
 
Matilda Mawson
17th May 2021 2019/20 NHS Pension Scheme Pay Election – what are the next steps?

It is widely known in the healthcare industry that NHS England announced last year they would make good any annual allowance excess charge arising for staff in 2019/20 only. This came off the back of the announcement that the thresholds for tapering to the annual allowance would be increased from 2020/21, with no intention to…

Read More »

Angelica Hunt
19th April 2021 HMRC – Tax refund delays

A number of our clients are experiencing long delays in receiving tax refunds from HMRC.   HMRC attribute these to the need for them to perform security checks in order to combat fraudulent claims.  In some cases, HMRC need more information in order to verify genuine claims.   They may issue a verification letter, either…

Read More »

Fiona Mann
4th March 2021 Budget 2021

  Following Chancellor Rishi Sunak’s delivery of the Budget yesterday, we have a brief summary and details of how it may affect you. Please click the link below:   Whiting & Partners Budget 2021

Read More »

Harriet Sim
8th January 2021 Tax Disclosures: Bring your affairs up to date with HMRC

As our world becomes ever more digitalised, HMRC have gained access to a vast range of sources of information, which can make any undeclared income or gains easily identifiable.   Tax enquiries can be daunting and we can provide assistance and support throughout such a task, ensuring not only that the position is resolved properly,…

Read More »

Emily Haines
25th November 2020 ‘Tis the season to be Zooming

It seems that HMRC have heard about our disappointment with Christmas parties being cancelled this year…   The Employment Income Manual EIM21690 has been updated to incorporate the news that virtual events can be included when considering the £150 per person benefit in kind exemption for annual functions.   The event should be an annual…

Read More »

Ian Piper
23rd April 2020 Investment Companies: Pass on wealth tax efficiently

Business owners who have built up a valuable private investment company (holding cash, private or quoted equity and/or property), accumulated either from scratch or after the sale of a trading company subsidiary, will be all too aware that the lack of entitlement to Business Property Relief (BPR) creates a problematic inheritance tax (IHT) exposure. So…

Read More »

Jodie Pheby
7th October 2020 Enhanced time to pay for those in SA!

As part of his Winter Economy Plan on 24 September 2020, the Chancellor announced enhanced time to pay arrangements for Self Assessment (SA) taxpayers who are unable to pay their tax due by 31 January 2021.  The amount due can be paid in monthly instalments over a period of up to 12 months.   These enhanced…

Read More »

Matilda Mawson
7th October 2020 The new face of Entrepreneurs’ Relief

  The Budget in March 2020 was largely dominated by the coronavirus pandemic. However, there were some other significant changes that, at the time, may not have drawn as much media attention as they would normally.   Entrepreneurs’ Relief or should I say, ‘Business Assets Disposals Relief’ (BADR), being one of the more significant changes.…

Read More »

Richard Alecock
5th October 2020 30 Day Reporting On Residential Property Disposals Success

Six months from its introduction we have now successfully completed a number of Client reports to HMRC within the 30 day window.   Since 6 April 2020 the Government is making some significant changes to the rules regarding the reporting and payment of Capital Gains Tax (CGT) when individuals, trustees and personal representatives dispose of…

Read More »

Matilda Mawson
25th September 2020 2019/20 Pension Savings Statement – Request yours today!

  If you have made contributions to a registered pension scheme of more than £40,000 in the tax year, your scheme administrator should automatically send you a pension savings statement by 6 October 2020. This will detail your total pension input for the 2019/20 tax year as well as your pension input for the 3…

Read More »