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Private Client Services

Helping high net worth individuals and families to navigate the complexities of their wealth.

  

A holistic approach for a complex market

 

Deloitte Private Client Services supports the tax needs of high net-worth individuals and family offices, providing tailored services and a holistic approach. Combining local relationships and knowledge and an international network, we help our clients meet their obligations and preserve and promote long-term growth in personal and family wealth, as well as the value of any associated enterprises, such as companies or trusts.

How can we help?

  • Advice to business owners and management teams on corporate transactions such as trade sales, buy-outs or Initial Public Offerings
  • Advice on the shareholder implications of business re-organisations, for example corporate demergers
  • Law firm mergers
  • Property acquisitions
  • Holding vehicles for wealth
  • Investment wrappers
  • Advising on acquiring or holding luxury assets
  • Estate planning
  • Advice in relation to trusts
  • Inheritance tax business and agricultural reliefs
  • Advice on relocating to the UK and the Foreign Income and Gains (“FIG”) regime
  • Advice on relocating from the UK and which jurisdictions may be suitable to move to
  • International investments
  • Non-UK domiciled individuals and the Temporary Repatriation Facility (“TRF”)
  • Self-assessment returns
  • Capital gains tax returns for property disposals
  • ATED returns
  • Inheritance tax reporting
  • Estate returns

Operate with dynamic control

Hear from 300 tax and finance leaders in this three-part tax leader series as they share their strategic perspectives on tax operations, talent, and technology.

Get in touch

Michael Hooke, Partner