Private client services

Personal tax planning and wealth management are increasingly complex areas where expert advice can deliver significant long-term benefits for you and your family.

Our focus on open and trusting relationships means many individuals, owner-managers, directors and senior executives rely on our member firms to help protect their personal wealth and plan their financial future.

Specialist teams across the UHY network provide a bespoke service covering all aspects of personal tax, wealth management and estate planning.

Achieving long-term financial goals

Regular financial reviews monitor progress against long term financial goals, ensure tax liabilities are minimised..

UHY member firmswork with a significant number of family-owned businesses, often through successive generations, and have in-depth experience of the issues and difficulties than can arise with areas such as succession planning.

Many owner-managers are assisted with their forward planning for eventual sale of or handover of their businesses as they near retirement.

Inheritance tax planning and on options, including lifetime gifts and trusts to minimise tax liabilities for beneficiaries, are also provided.

Minimising tax exposure

In addition, the breadth of our global network means we are well-placed to provide expert advice on expatriate tax issues for executives and employees being transferred or simply working outside of their home country.

Areas of expertise across the network include structuring of offshore assets and remuneration packages along with the protection of foreign assets from inheritance tax.

We can also advise on the reporting requirements for holdings in investments held outside of home countries.

Private client services provided throughout the UHY network include:

  • Regular financial reviews
  • Advice on tax efficient investments and pensions
  • Income tax and capital gains tax planning
  • Partnerships tax advice and compliance
  • Advice on tax efficient use of trusts.
  • Inheritance Tax Planning
  • Succession planning in family businesses
  • International tax planning for those with domicile or non-domicile status