Private Client Services

MEET OUR Private Client Services TEAM

No private client is the same and our approach at CBW is to understand what matters to our clients, and to tailor our services so that we can provide them with all the assistance they need, at the right time.

We take great pride in every piece of work we undertake, and in order to deliver a bespoke tax service, it is our job to listen, to understand and to care about the current needs of each client, whilst also looking ahead to the future. Many of our clients have international affairs, and having a good understanding of the challenges that can bring, as well as having close contacts within our International Association, DFK International, enables us to deliver joined up solutions  that meets those challenges head on.

Our clients include entrepreneurs, HNWIs, non-doms, landlords, non-residents, executors, sportsmen and women, tech professionals and trustees, to name but a few.

In addition to providing an all-round compliance and advisory tax service, we are able to offer a combined service with CBW’s Financial Planning team and to make the most of our close links with trusted London based legal advisors, to give our clients a holistic approach to wealth and tax planning, particularly when it comes to multi-generational planning.

The Private Client team has many years’ experience in successfully dealing with tax enquiries and investigations, and in assisting clients with  disclosures to HMRC. We understand that it can be extremely stressful for anybody to go through, and our aim is to provide solid advice and support along the way to make these times less difficult and to arrive at the best possible outcome for the client.

Where we excel is in our integrity,  and in providing an innovative and quality service to our clients.

Services offered include:

• Self-Assessment tax returns and compliance
• Private client advisory and planning
• Domicile and Residency
• Remuneration planning
• Non-resident Landlords
• Inheritance Tax and Wealth Preservation, including the use of Deeds of Variation
• Trust and Estate compliance and advice, including if you have been appointed as the Executor in a Will
• Applying for probate
• Leaving a charitable legacy
• RSUs
• International planning, in conjunction with DFK International

Download our private client services flier here.