Private Clients (CGT Planning, IHT Planning, Trust and Estates, Entrepreneurs Relief, Compliance and Self Assessment)

At Fairtax our experts provide innovative tax planning solutions for wealthy individuals and business owners. Whether you’re looking to grow your assets, protect your liabilities, secure a wealthy retirement, or pass assets to heirs, our goal is to ensure long-term financial security for you and your beneficiaries through tax efficiency and a strategy that delivers to your personal aspirations.

Working with you to agree how best to structure your assets holdings and manage tax exposures, we can help you to optimise tax reliefs and allowances as well as managing ongoing and increasingly complex compliance obligations.

Our innovative, bespoke services for Private Clients include:

  • Succession planning
  • Maximising Entrepreneurs Relief and avoiding common pitfalls
  • Expert planning advice on the mitigation of potential Inheritance Tax liabilities
  • The use of family and protective trusts
  • Residence and Domicile advice
  • UK Investor and Entrepreneur Visa applications
  • Tax Compliance and Self-Assessment

Our experts can provide you with an effective plan that is tailored to your exact circumstances, meeting your requirements and taking advantage of all available tax savings. Speak with one of our experts at Fairtax today and preserve your wealth for yourself and your beneficiaries.