Services & Sectors

Private Client Services

MEET OUR Private Client Services TEAM

No private client is the same. Our approach at CBW is understanding what matters to our clients and to tailor our services accordingly. We take pride in every piece of work we undertake, and in order to deliver bespoke tax advice 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. We work in close collaboration with private client advisors within our International Association, DFK International, to deliver joined up solutions.  

Our clients include Entrepreneurs, HNWIs, Non-Doms, Landlords, Non Residents, Executors and Trustees, to name but a few. 

We are able to offer a combined service with CBW’s Financial Planning team and make the most of our close links with trusted London based legal advisors, to give our clients a more holistic approach to Wealth and Tax Planning, particularly intergenerational planning. 

The Private Client Team has many years’ experience in successfully dealing with Tax Enquiries and Investigations, and in assisting our clients 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 you.   

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 
  • Trust and Estate compliance and advice 
  • International planning, in conjunction with DFK International