Private client tax

We can advise you on every aspect of your private client tax finances, including personal tax, estate planning, private office and financial services.

Personal tax compliance

As our tax rules become increasingly complex, filing an annual tax return is just part of a taxpayer’s obligations. Nothing stays the same for long and as your personal circumstances change, your goals and aspirations are likely to dictate a need for different levels of professional support. We can be there to support you throughout.

Quality support and advice

We believe that to fully address your personal financial obligations , you need more than a processing function, you need a service that addresses your compliance requirements and provides links to specialists throughout Moore Kingston Smith and Moore globally to  enable you to do what you do best, knowing that we will look after your personal tax and financial affairs.  Yes, we can file your tax returns and talk to HMRC on your behalf, but we can go beyond that and support you and your family in so many other ways.

You’ll get quality, consistent support from a talented team that goes beyond the compliance function to offer tax and planning advice as required to help you meet your obligations in a tax efficient manner.

Use us to start a process of reflection, to facilitate discussion, implement strategy, plan for succession and to provide a neutral sounding board for you and your family.

Personal service

You’ll interact with people, not a website. And you’ll get a dedicated partner and team of tax specialists to help you, whenever you need it.

You can count on us to take a holistic look at your tax situation. We can also advise trustees, executors of estates, property owners, those seeking tax efficient investment, entrepreneurs, ex-pats and non-domiciled individuals.

A joined-up approach

To plan for our clients in the most effective way, we take a joined-up approach. We consider the tax, legal and financial planning aspects of every scenario. We have an in-house team of lawyers and independent financial advisers, but we’ll happily work with any preferred or existing advisors you already have.

To find out more about how our private client tax service could help you, get in touch with our expert partner in this field, Lynne Rowland.

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Personal tax compliance

When it comes to your personal tax, nothing stays the same for long. Whether it’s your financial situation, your circumstances, or your goals and aspirations: as your life changes, your tax needs will change, too.

Quality support and advice

We believe that to fully address your personal tax, you need more than a processing function. So while we’ll file your tax returns and talk to HMRC on your behalf, we’ll go beyond that.

You’ll get a quality support and advice service to help you navigate every part of your personal taxes. We’ll make sure you’re meeting all your HMRC obligations and take care of things day to day. But we’ll also help you uncover new opportunities and think about the long term, helping you plan for your financial future – whatever that looks like.

Use us to start a process of reflection, to facilitate discussion, implement strategy and to provide a sounding board to ensure your actions remain compliant and tax efficient.

Personal service

You’ll interact with people, not a website. And you’ll get a dedicated partner and team of tax specialists to help you, whenever you need it.

You can count on us to take a holistic look at your tax situation. So if you run a business, we’ll take that into account. We can also advise trusts, trustees, executors and attorneys.

A joined-up approach

To plan for our clients in the most effective way, we take a joined-up approach. We consider the tax, legal and financial planning aspects of every scenario. We have an in-house team of legal experts, but we’ll happily work with any preferred advisors you already have.

To find out more about how our personal tax service could help you, get in touch with our expert partner in this field, Lynne Rowland.

Income tax advisory

At Moore Kingston Smith, we believe in making accurate disclosures and that every taxpayer should meet their obligations on time and in full.  It is also evident that due to the complexities of the UK tax code that many taxpayers pay more than they should.  Reviewing your family circumstances often results in simple tax planning that can help to equalise taxes between husband and wife and civil partners, ensure that claims are made for charitable donations and pension contributions, and that failed investments and business ventures provide tax reliefs that are often not claimed. Changes in working habits may also provide opportunities for claims arising from working from home or different locations to your contracted base.  Some complex business arrangement can result in questions about whether income tax or other taxes are chargeable in that particular circumstance. Specialist advice should be taken before making any disclosures to HMRC.

To find out more about income tax advisory, get in touch with our expert partner in this field, Yvette Jacobs-Lee.

Capital gains tax advisory

As annual capital gains tax exemptions are frozen and property investments are increasingly taking over from pensions as long-term investments, more and more taxpayers need to consider their capital gains tax obligations, and how they can efficiently acquire and dispose of assets.

Entrepreneurs may be aware of tax breaks for raising funds and acknowledge that there are incentives for ownership of certain businesses, but rules are constantly changing which may change risk/reward calculations and timing of sale of investments.  Have you reviewed your strategic goals taking tax changes into consideration?

Disposals of residential property in the UK are now subject to capital gains tax rules which may require returns to be made in advance of an annual self- assessment return being filed and may also accelerate payment of capital gains tax.  We can advise on your obligations and assist with the preparation and submission of returns if required. While there are exemptions and reliefs that may be available,  the new disclosure obligations now extend to include transactions in UK property owned by offshore companies and trusts.

To find out more about how our team could help you, get in touch with our expert partner in this field, Lynne Rowland.

Inheritance tax advisory

Thinking about how your loved ones will be looked after when you die is the type of financial planning that’s easy to put off. Our specialist inheritance tax team will take you through the process step by step, while you can be assured that you’re working with specialists who deal with complex, emotive issues on a daily basis.

Our team comprises lawyers, tax advisers, financial advisers and accountants who can ensure that your assets are protected, your wishes are reflected, and any compliance or administration is carried out with care and professionalism.

We can also act as trustee or executor or attorney, either as a sole representative or alongside family members or friends.

Inheritance tax

Inheritance tax can have an impact during your lifetime as well as when you die.  You might take actions that you think of as simply being prudent, but actually, they’re all things that will affect the inheritance tax your family is liable for.  Passing a family inheritance down to the next generation, planning for business succession, or undertaking measures to protect your assets are all things that will affect inheritance tax. Enlist the help of our team and we’ll work with you to manage the impact.

Wills

As soon as you have some money or simply own property, you should write a will to ensure your assets are passed on exactly as you want. Our team can help with all the intricacies of will writing, while our in-house legal support means you can get it sorted in one place.

To get your own inheritance tax planning started, get in touch with our expert partner in this field, Lynne Rowland.

Trust and estates

Thinking about how your loved ones will be looked after when you die is the type of financial planning that’s easy to put off. Our specialist trust and estates team will take you through the process step by step, while you can be assured that you’re working with specialists who deal with complex, emotive issues on a daily basis.

Trusts

Trusts can play a significant part in tax and estate planning and are a popular way to protect assets within families. In fact, they can be a cost-efficient way of achieving your objectives. Trusts can be used to own trading businesses and property as well as money. We can structure and manage trusts on behalf of you and the trustees.

Probate and Estate Administration

Ensuring that your family doesn’t have to worry about issues such as dealing with the authorities, passing assets to beneficiaries and making returns to HMRC is our prime objective. We’re able to deal with both personal and business assets, using a multi-disciplinary approach to draw on knowledge from across Moore Kingston Smith. We’ll ensure that any businesses in an estate continue to operate as smoothly as possible, providing reassurance for your loved ones.

To get your own trusts and estates planning started, get in touch with our expert partner in this field, Yvette Jacobs-Lee.

Residence and domicile

While it is possible to be tax resident in more than one jurisdiction, an individual can only be domiciled in one legal jurisdiction at any one time. At Moore Kingston Smith, we provide advice and support to those individuals and families seeking to move to the UK, to leave the UK, and for those living in the UK who may have been born overseas. Circumstances change, intentions change, and those concepts have an impact on an individual’s tax obligations.  Long term UK resident but non-UK domiciled individuals have additional considerations and tax complexities to be aware of depending on whether there is offshore wealth available.  The global reach of the Moore network of professional firms enables us to tap into specialist advice anywhere in the world.

For any questions you may have relating to residence and domicile issues, please get in touch with our expert partner in this field, Guy Sterling.

Cross-border tax

With increased globalisation of our everyday lives and Brexit, UK taxpayers are having to contend with consideration of tax reporting and meeting obligations in non-UK jurisdictions.

Whether you have a non-UK employer who remunerates you partially with shares in a non-UK company or an interest in other business structures, or you have a non-UK holiday home that is let out and generating income, which is received outside the UK, you will have to consider non-UK tax reporting requirements. Similarly, non-UK domiciled individuals often have wealth outside the UK may have dual reporting requirements, or none at all depending on how those assets are structured.  This is a complex area and non-disclosure due to ignorance of the rules is not a defence if challenged.

If you have assets in more than one jurisdiction, or work internationally, and to find out more about cross-border tax, get in touch with our expert partner in this field, Yvette Jacobs-Lee.

Lead Contact

Lynne Rowland

Partner
+44 (0)20 7566 4000
Email: Lynne Rowland

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