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Our Private Client Services

Wealth planning & personal taxation

Taxation is a concern for most people and over the last few years tax legislation has gone through dramatic change e.g. the taxation of trusts, a new regime for non-UK domiciled individuals and offshore trusts and the unpopular 50% income tax rate. Being aware of your liabilities and options can make forward planning that much simpler.

PWT Advice can explain to clients, whether UK or non-UK based, how to preserve their wealth and implement practical structures which can address personal tax planning, including offshore aspects, wills, trusts, charities and the administration of estates. Similarly we often advise corporate trustees, accountants and Independent Financial Advisers on up-to-date issues in relation to their clients.

We can advise on all aspects of capital taxes and help clients to structure their business activities in such as way as to ensure that the wealth for which they have worked hard is passed down the generations in the most tax efficient way.

With our experience we can advise and guide you through the various complexities of capital tax planning, the interaction of various taxes that need to be considered and prepare the necessary documentation to put your tax planning in place.

In this section:

For a no-obligation discussion, call us on + 44(0)345 833 9025

We've listed the areas we can advise on in detail but we don't want to waste your valuable time. If you're not sure whether we can help, just email us or call on + 44(0)345 833 9025. We're happy to have a look at your issues and confirm if we can help.