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Private Client Services

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

  

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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.

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Who do we look after?

Who do we look after?

Individuals with an international tax profile

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Individuals with significant and complex investments

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Private equity executives and hedge fund principals

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Business owners and entrepreneurs

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Professional practices and their partners

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Entertainers and creatives

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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

Our thinking

UK Tax: Navigating 2025's Changes

The tax landscape has been shifting dramatically, and 2025 promises no respite. While not a full-blown fiscal event, the upcoming Spring Statement on 26 March could unveil new consultations and outcomes from previous ones.

Agricultural and Business Property Reliefs Consultation

In the Autumn Budget 2024 the Chancellor announced restrictions to Agricultural Property Relief (APR) and Business Property Relief (BPR). These restrictions mean that a combined £1million allowance will be introduced for 100% relief for APR and BPR assets, with relief for any amounts in excess of the allowance being restricted to 50%.

Deloitte Insights

Making Tax Digital for Income Tax

For several years HMRC have been in the process of transforming their systems with a view to modernising their management of data and interactions with taxpayers for the digital age. The project is known as Making Tax Digital (MTD) and encompasses different taxes and several processes, which were first consulted on in 2016. 

Entertainers and Creatives

We provide specialised tax advice with a deep understanding of the unique challenges that individuals face in these dynamic sectors.
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Explore our thinking

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.

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Get in touch

Michael Hooke, Partner

                                                                   

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