High-Net-Worth Individuals
We provide discreet, specialist tax services covering personal tax, capital gains, property income, trusts, and estates — ensuring accurate reporting, compliance, and peace of mind.
Self Assessment. Flat £125. No Surprises.
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We support high net worth individuals across the UK with discreet, expert-led tax and compliance services. Complex income structures, significant assets, and cross-border considerations meant hat accurate reporting and proactive management are essential to remain compliant and protect wealth.
Our services are designed for individuals who require a joined-up approach to personal tax, investment income, property interests, trusts, and estate matters — delivered with clarity, confidentiality, and precision.
How High Net Worth Individuals Are Commonly Taxed
High net worth individuals often have multiple income and asset sources, each subject to different tax rules.
These may include:
• Employment income, bonuses, and share incentives
• Dividend and investment income
• Property and rental income (UK and overseas)
• Capital gains on disposals of assets
• Trust and estate income or distributions
• Overseas income and foreign assets
Each area carries its own reporting requirements and deadlines with HMRC, often requiring detailed disclosures.
When Tax Affairs Become More Complex
Tax matters for high net worth individuals frequently require specialist support where there are:
• Multiple income streams and asset classes
• Significant capital gains or one-off transactions
• UK and overseas income or residency considerations
• Trusts, estates, or family wealth structures
• Property portfolios or development activity
• Inheritance tax exposure and succession planning needs
• HMRC enquiries or compliance checks
In many cases, careful coordination across different tax areas is required to ensure consistency and accuracy.
How We Help High Net Worth Individuals
We provide support with:
• Personal Self Assessment tax returns
• Capital Gains Tax reporting and planning
• Property and rental income tax compliance
• Trust and estate tax reporting
• Inheritance tax compliance and planning support
• Overseas income and residency reporting
• Coordination with legal, investment, and family office advisers
• Managing correspondence and enquiries with HMRC
Our approach is tailored, proactive, and confidential — ensuring complex tax affairs are managed accurately and efficiently.
How It Work
How We Handle Your Information
From documents to final planning — we ensure compliance and maximum tax savings
Start with a Quick Online Assessment
Get Matched with a Tax Expert
Relax While We File for You
Who We Assist
Frequently asked questions
Have more questions? Don’t hesitate to reach.
Talk to our team directly for quick answers and guidance.
Who needs tax planning?
When should I start tax planning?
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How is tax planning different from filing a tax return?
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Stress-Free Filing
Let us handle the paperwork so you don’t have to
Expert Support
Real accountants, ready to answer your questions.
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Always On Time
We’ll remind you and file before the HMRC deadline.
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