Private client services

We work on a daily basis with a range of individuals, from business owners to high net worth individuals to families, to make their wealth work hard for them. By maximising tax reliefs, minimising unnecessary payments and ensuring compliance with all the latest HMRC legislation, we save our private clients money, time and stress. We also have significant experience of advising on and implementing trust structures, created either in a will or during your lifetime, and ensuring the ongoing tax effectiveness of existing trusts.

At the heart of our service is a strong relationship. From our first conversation we listen carefully to your needs and work to craft a solution that delivers on your priorities. With creative thinking, deep experience and clear communication, we free you and your family up to take the next step in your journey – wherever it might take you.

We deliver a comprehensive set of services including:

  • Inheritance tax planning
  • Succession planning
  • Will planning
  • Trust services & planning
  • Tax compliance
  • Family business advisory
  • Capital Gains Tax

If you’re selling or transferring assets, you need to consider Capital Gains Tax (CGT). But understanding the liability on a transaction and the tax reliefs available – including new schemes such as Entrepreneurs Relief – can be time-consuming and complex.

That’s where our tax experts come in. We advise on all aspects of Capital Gains Tax, including property transactions, which we handle jointly with our property tax team.

For straightforward guidance and serious potential savings, get in touch.

Creating a partnership can be an exciting step.

It can also be stressful, expensive and confusing.

That’s why our experts offer a comprehensive service providing advice on all aspects of tax planning and compliance for partnerships. This includes handling the tax relating to the admission and retirement of partners, property and business transactions; advising on tax issues associated with mixed partnerships and LLPs; preparing partnership self-assessment tax returns; and dealing with the allocation of taxable profits on individual partners’ personal tax returns.

When you’ve worked hard for your wealth, you want it to last for generations.

Robust estate planning can have a huge impact on a family’s prosperity, security and peace of mind. And at the heart of that planning is a rigorous approach to Inheritance Tax.

Sometimes, putting a few simple measures in place is all it takes to reduce your Inheritance Tax. For business owners, making the most of relevant available reliefs can make a big difference in helping to pass the family enterprise down. And for clients with significant investment portfolios, we have developed some creative solutions that allow assets to pass to the next generation. From lifetime giving to trusts, we can help you maximise your asset protection and minimise your Inheritance Tax in a variety of tailored ways.

Whatever your situation, our specialist team will spend time with your family to really understand your long-term objectives and plans. We offer you realistic and practical advice and work closely with lawyers and wealth managers to provide financial planning that will ensure your legacy and free up your future.

Are you coming to the UK? Leaving the UK? Planning long-term residence?

Whatever your situation, our highly qualified team of tax specialists can help. Thanks to years of successful work for our international private clients, our team have a strong understanding of the rules relating to residency and domicile, and can advise you on organising your financial affairs, increasing your tax efficiency and fulfilling your reporting obligations.

For non-domiciled individuals, we can advise on structuring your overseas affairs for tax efficiency, remittance basis planning, and claims and elections relating to your tax status. For domiciled individuals, we offer support with your UK tax compliance and filing obligations.

We work closely with our international association, Allinial, to provide a seamless and workable solution to complex situations.

Whether you’re a business leader, self-employed or simply looking to get your tax affairs in order, our personal tax advisers are ready to take the burden off your hands.

Authoritative personal tax advice can protect your wealth and minimise the risk of an HMRC investigation, and having an expert explore your options can save money, time and stress.

Our personal tax team advise on areas such as:

  • Tax-efficient extraction of profits through salary and dividend payments
  • Developing a business succession plan and shareholder exit strategies
  • Commercial and residential property taxation including SDLT, property development and investment
  • Developing inheritance tax plans that make optimum use of tax relief for business property
  • Planning and optimising the use of Capital Gains Tax reliefs.

We can also prepare and submit your self-assessment tax return, guiding you through the process and advising on which tax reliefs and allowances apply. Our specialist advisers can help with:

  • Preparing self-employment and rental accounts to calculate the tax-related profit/loss position
  • Collating and submitting tax returns
  • Gathering information and creating a report for the completion of any foreign returns
  • Advising on any requirements to properly disclose tax planning, preparing and submitting the necessary tax compliance documents for trustees 

STEP Society Private Client Awards 2020

Azets are proud to be shortlisted in the 15th Annual STEP Society Private Client Awards - Accountancy Team of the Year (midsize firm) Award Category

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With more than 3,500 specialists spread across the UK, we offer a personal, local approach to accounting and business advisory. If you’re looking for peace of mind, expert support and more time, we’re ready to help.


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