Our Services >

Wealthy Individuals - Private Client Tax

Hillier Hopkins supplies private clients with expert taxation advice.

We offer a tax compliance service and a tax planning service, and agree fees and timetables in advance for both of these services.

• We deliver our advice promptly and expect our clients to rely upon our advice.
• We develop lifelong relationships with clients.
• We specialise in advising wealthy private clients.

Who are we?

The Hillier Hopkins Private Client Group Tax team consists of approximately twenty individuals. It includes Society of Trust and Estate Practitioners (STEP) members; Chartered Tax Adviser (CTA) qualified individuals and Chartered Accountants as well as more junior staff.

• What do we do?
• Tax Insurance Scheme
• Our specialisms
• How much do we charge?
• Why Hillier Hopkins
• Case Studies

   

What do we do?

Tax planning

We offer a complete answer to all of our clients’ tax questions.

We offer a full tax consultancy service. We can provide proactive or reactive advice depending on the agreed instruction. We have considerable experience of dealing with all manner of private client queries. Examples include:

• I have been self-employed for 30 years and am now planning to sell the business – how should I structure the deal?

• I am concerned that my estate will be decimated by inheritance tax. I have read so much in the weekend papers about different sorts of planning that my head is spinning. What sensible steps can I take?

• I have built up a little portfolio of properties. I am worried that my affairs are confused and may be a little in arrears. Can you take over the whole taxation mess and deal with it so that I can concentrate on what I do best?

Tax compliance

The tax compliance service includes:

• Assistance with the completion of the annual return
• Liaising with HMRC
• Advising on tax investigations and tax enquiries.

 Tax Insurance Scheme

We offer an in house fee insurance scheme. If HMRC want to look into your affairs in more detail following submission of your annual return then you could incur further professional fees – the insurance scheme meets some, and in many cases the vast bulk, of these fees.

Our specialisms

We have specialists in:

• Stamp Duty
• VAT
• Capital Gains Tax
• Property Taxes
• Inheritance Tax
• Trusts

If you have a query about a taxation matter we have the skills to deal with that query to the highest professional standard.

We are small enough to appoint a senior member of staff as a relationship manager. This individual will be your main point of contact with Hillier Hopkins – he or she will come to know you better and better over the years.

How much do we charge?

We agree fees in advance for both tax compliance and tax planning matters.

The vast bulk of our work is prepared and then quality checked.

We are very price competitive in our market place. Our minimum fee for basic tax return compliance is £400 + VAT.

We can also offer contingency based fees.

You may not always be delighted to receive our invoices, but you will never receive one unexpectedly.

Why Hillier Hopkins

We have a market niche that we like being in – large enough to have highly qualified and experienced specialists in virtually everything, but not so large that we have forgotten how to deliver consistently excellent personal service. We are friendly and approachable experts.

Ultimately it is the standard of our service that makes the difference. Our clients and we know that there is a huge amount of assistance and information available on tax matters in the public domain. Our clients and we know that we are not the cheapest firm. Clients instruct us because they appreciate good value service, they value the reassurance that their affairs are being handled correctly but most of all because they like the service that we offer.

Case Studies

Please click here to read our recent case studies

The Wealthy Individuals Team:

David Nye (View profile)
Ben Sherwood (View profile)