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Personal tax and estates

We have been helping private individuals manage their financial affairs for over 80 years. For many of our clients we have been the 'family' accountants for generations, advising them on tax, trust, and pensions matters.

Family wealth management

Are you concerned that you may be paying too much tax? Are you worried that you may not be getting the best advice on tax planning issues and the management of your family wealth? If so, our client-focused, multi-disciplinary approach can help you.

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Personal tax planning

With the tax regime becoming more complex and more emphasis being put on taxpayers' individual responsibilities, everyone who is subject to taxation needs professional advice.

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Retirement strategies and estate planning

Everyone hopes to maintain the same standard of living in retirement as they presently enjoy while working, but to achieve this requires considerable forward planning. Here are some important questions you need to ask yourself

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Self assessment

Self assessment can be a time consuming and often confusing business for busy individuals.

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Services for trustees and executors

Do you want to protect vulnerable family members, or ensure that your wealth is passed safely down amongst the generations? Perhaps you want to protect your estate from onerous taxes, or you want to establish a charitable trust or foundation. If so, our highly regarded private client services team can help.

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