Private client services

Our private client team build strong, long term relationships with clients and get to the heart of your personal philosophy and aims. Our advice goes beyond tax to ensure that your personal and family wealth is enhanced and protected.

Clients include business owners, company directors, professionals and generations of families. Our large private client department is comprised of three partners, an associate and a team of specialists in personal tax, investments and wealth management.

Personal tax compliance

Our personal tax compliance teams can provide you with an efficient and cost effective tax return service. They work closely with your other Hillier Hopkins advisers to ensure you are maximising tax saving opportunities.

Estate planning & trusts for private clients

Our specialists can help you protect your family’s wealth, ensuring that the assets are passed to the next or future generation rather than it being swallowed up by Inheritance Tax.

Inheritance tax for private clients

As you approach retirement and as you accumulate wealth, you need to ensure you have the resources you need for the future whilst minimising your tax exposure, thus passing on your assets with minimum erosion.

International tax & structures for private clients

If you have overseas interests, our team of international tax planning specialists can advise you. Our team advises controlled foreign companies, companies forming an overseas subsidiary, foreign investors in UK property (and UK investors in overseas property) together with non-resident companies and trusts.

Philanthropy

Valuable tax reliefs are available on gifts to charities and, in the current era of high taxation, their role in tax planning should not be overlooked. There can also be pitfalls which should be avoided.

Residence & domicile issues for private clients

The residence and domicile rules are complex. Our specialists have an in-depth knowledge of the system and rules in this potentially confusing area.

Transactional planning & Capital Gains Tax for private clients

Our advisers specialise in tax structuring advice for entrepreneurs and individuals, helping you to minimise your tax burden during acquisitions, disposals, refinancing or restructuring of your personal or company assets.

Wealth management for individuals

In a complex and constantly changing financial world, it is prudent to evaluate your financial goals and objectives on a regular basis and adjust your plan accordingly.