Services to
Private Clients
Protecting family wealth is a main concern for many people and effective tax planning plays a key part in this process.
Hall Morrice LLP advises you on every aspect of your personal tax position from dealing with your annual self assessment tax return to advising on capital gains tax, wills and inheritance tax planning.
With our extensive expertise we will examine issues that you may not have considered, ensuring that your wealth is working effectively for you and that you are planning for both the expected and the unexpected. Taking into account changes in circumstance and legislation, we will also review your tax strategy at set intervals to ensure it is still appropriate and working best for you.
Our services include:
- completion of your self assessment
tax return - capital gains tax planning
- inheritance tax planning and advice
on wills - exit and succession planning
- services for non-domiciled and expatriate clients
- wealth management services
- trust accounting and tax compliance
- administration of estates.
Whether you require ongoing services or one off specialist advice we are here to help.
