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Private Client Services

Deloitte in Wales

The Cardiff office has the largest Private Client Services department in Wales. We cover all aspects of tax advice to private clients, offering integrated corporate and personal solutions. We are passionate about developing new approaches to help our clients increase their asset value and minimise their tax liabilities. In fact our dynamic approach marks us out from the crowd, helping to put our clients ahead of the game.

We are committed to protecting and maximising the personal wealth of our clients. For families, entrepreneurs, professionals and executives alike, we do this by providing expert advice on:

  • all aspects of personal taxation, including managing clients’ relationships with HMRC;
  • family office function;
  • payroll function;
  • preparation, completion and submission of personal income tax returns;
  • preparation, completion and submission of trust and Estate tax returns;
  • complex cross-border, domicile and residency taxation issues;
  • liaising with third parties to offer integrated investment and pension strategies;
  • complex will and trust planning including inheritance tax mitigation;
  • advising family-owned businesses including exit and succession planning;
  • advising on the sale of a business;
  • executive counselling, including share scheme and retirement planning;
  • transaction services, including vendor advice, tax clearances and income tax issues;
  • tax-efficient property ownership;
  • client specific tax planning to minimise liabilities.

We adopt an integrated approach, where our strong relationship with Deloitte colleagues across the firm as well as overseas means that we are able to understand your issues on a broader scale.

Issues & trends

  • UK/Swiss Tax Agreement – 24 August 2011
    Following a previous declaration made on 25 October 2010, an agreement was reached on 24 August 2011 between the UK Treasury and Swiss Federal Department of Finance regarding the treatment of Swiss accounts held by UK taxpayers.
  • Non-domiciled individuals – what’s going to change?
    The Government has put forward a package of reforms in a recent consultation document.
  • Statutory residence test
    Details of a proposed new statutory code for tax residence have been published in a consultation document.
  • The new tax return penalty regime
    The penalty regime for tax returns and late tax payments has changed and will affect tax returns for 2010/11 onwards. It is expected that the changes will result in more people being caught by the £100 penalty for late filing of self-assessment tax returns.

Research & insight

  • Entrepreneurs’ Relief Review. ‘What can you gain?’
    Download our client briefing note to find out more.
  • The new UK. What's your plan?
    The Coalition Government has brought a new shape to the UK tax landscape for individuals and entrepreneurs. Find out how these changes could affect you.

Useful links

  • Meet the team
  • Submit a request for proposal
  • Contact us


  • Enterprise
    The long-term wealth management solutions we can deliver include not only tax advice.

Key contacts

  • Karen Griffin
    Direct: 029 2026 4383

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