Individuals

Our award winning Private Client Services team provides innovative and holistic solutions to wealthy individuals and entrepreneurs both in the UK and internationally. The long-term wealth management solutions we can deliver include not only tax advice, but also encompass our clients' wider commercial needs.

We are committed to protecting and maximising the personal wealth of our clients. For wealthy families, entrepreneurs, professionals and executives alike, we provide expert advice on all aspects of personal taxation.

We can also assist financial services businesses needing complex, often multi-jurisdictional, advice in developing products for their high net worth clients.

Issues and trends

UK residency case judgements
The Supreme Court’s rulings in two recent high profile cases help to clarify UK residency law and provide insight for current and potential non-residents on ensuring a clean break from the UK.
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.
Immigration Statement of changes laid before Parliament
New Immigration rules proposed to bring change to the Tier 1 Investor and Entrepreneur categories of the Points Based System.
European Commission requests UK to amend anti-avoidance legislation
Important new developments concerning two pieces of UK anti-avoidance legislation which seek to prevent UK resident individuals from using foreign entities.
Lyle Dicker Grace
Our briefing on Lyle Dicker Grace – taxpayer loses residence case at Tribunal.
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.
Pensions – changes in tax relief
The Government has set out plans for a more affordable and less complicated system of tax relief for pension contributions, which will take effect from April 2011.

Our solutions

International clients

Many of our clients have global interests and our dedicated advisors are able to synchronise our global knowledge and expertise meaning that we are able to understand these issues on a broader scale.

First choice for entrepreneurs

Entrepreneurs understand that innovation and expertise deliver enormous advantages for business. Our passion for exploring new approaches and developing novel solutions make us the first choice advisor for many successful entrepreneurs.

Joined-up solutions for executives and professionals

Maximising the benefits of your earnings has become increasingly complex. We can relieve you of this burden, providing you with effective strategies for personal prosperity. Our strong relationship with key stakeholders in the industry allows us to help our clients to benefit from the finest advice.

A comprehensive service for wealthy families

While our expertise and resources mean that we are able to provide truly co-ordinated global tax advice, our in-depth personalised approach is at the heart of our services for wealthy families. This helps us to build deep and enduring relationships where we can assist our clients with what matters most to them. Clients trust us in giving them comprehensive and appropriate advice.

Useful links

Highlights

	uktaxmobile Now available in the Apple App Store.
	Prosper - what matters most: insight for private clients Look at the way in which offshore funds are taxed
	Enterprise Foundations for growth. The language of entrepreneurs

Find out more

Entrepreneurs’ Relief Review. ‘What can you gain?’
Entrepreneurs’ Relief has become more important than ever following the capital gains tax changes introduced in the 22 June 2010 Emergency Budget - the potential lifetime tax saving has increased to £900,000 per person. Download our client briefing note to find out more.

Deloitte comments on the Coalition programme for government
Find out the impact on personal tax.

Emigration - is it that easy?
Briefing document on emigration from the UK.

Gaines-Cooper loses landmark IR 20 judicial review case in Court of Appeal

Pensions: is it a good idea to transfer your UK pension funds overseas to a QROPS?

Prosper - what matters most: insight for private clients
March 2010.

Pensions update
Pre-Budget Report.