Personal tax services and wealth planning

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Trusted tax services for high net worth
individuals in London and the Home Counties

The more successful you are, the more complex your finances can become. That’s why we provide tailored tax services for high net worth individuals, combining technical expertise with clear advice you can act on.

Since 2017, our team of senior accountants have been helping high-earning professionals protect wealth, manage investments, and simplify their financial affairs.

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How can we simplify your financial affairs?

Why high-earning professionals choose us

If you’re a professional with complex finances, you need more than compliance support. You want discreet, proactive advice that protects your wealth today and plans for tomorrow.

With us, you get:

Clear tax planning that helps you keep more of your income and investment returns.
Senior-level advisers who understand share schemes, carried interest, and cross-border issues.
A long-term partner who aligns your tax strategy with your wider wealth planning goals.
Discreet, personal service with regular face-to-face meetings.
Transparent fixed fees that let you focus on results, not unexpected bills.

Services for high net worth clients

We focus on the areas that matter most to high-earning professionals and their families.

Personal tax returns

We prepare and file your returns accurately and on time, with no last-minute rush.

Tax planning

We plan ahead so you pay the right amount of tax and keep more of what you earn.

Share schemes and bonuses

We explain the tax impact of equity, options, and carried interest in clear terms.

Investment portfolios

We coordinate with your advisers to manage tax across complex portfolios.

Wealth planning

We help you structure your wealth for the future, including inheritance and estate planning.

Cross-border issues

We guide you through international tax questions that affect your income and investments.

Local

With offices in Essex and Central London, we are just as deep-rooted in the local business ecosystem as you are.

Since 2017, we have partnered with over 500 businesses across London and the Home Counties.

Experienced

Managed by an experienced partner who has worked both as a practicing accountant and a CFO, seasoned experience is central to what we can offer you.

We take pride in understanding and proactively meeting your tax needs.

Accessible

We aim to get back to you within 24 to 48 hours. And we always make time to meet with you in person when you need us.

When we talk, we tell it like it is, giving clear and practical guidance in terms that you understand.