Private Clients

Our dedicated team of professionals offer clients a full personal tax planning and financial planning service

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We take into account who you are, what you do, your plans, your career, your family and any businesses that you may own or be involved in, not to mention the legacy that you will leave behind.

Why choose us?

Our team helps to make decisions easier for individuals who are looking to gain the most from their money at all stages of life by bringing together expertise in tax, financial planning, trusts and estates and inheritance tax planning.

Our team of experts can advise on a multitude of tax planning ideas, working on your objectives to reach the best solution for you. Our bespoke high quality tax advice will help to reduce tax and protect wealth.

Our team of tax specialists offer a personal service to help you solve tax issues using trust and estate planning. We offer a holistic advisory service dedicated to protecting and maximising personal and family wealth. We can establish family trusts to look after future generations, spousal trusts for protection from care home fees and trusts to assist with the mitigation of inheritance tax. We can also deal with any probate problems which may arise.

Our inheritance tax planning team aim to assist you in protecting family wealth through the generations whilst remaining in tune with your personal philosophies and objectives.

High-net worth and high-earning individuals often employ a panel of professional advisers. We offer a comprehensive service – giving you access to all of the relevant experts that you need under one roof. The departments that comprise our Private Client team work closely together to ensure excellent communication and delivery – giving you piece of mind that all of your financial needs will be met by our highly responsive team.

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We consistently monitor our clients business to make sure they are on the right track. We want every business to flourish, therefore, you hear from Livingstones Accoutants more than just once a year.

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