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Talk to the EQ Taxperts

Private Client

Planning for life events can be challenging; mitigating the tax impact of such events can be even more challenging. Our Private Client Tax team has years of experience in delivering solutions in the most complex areas of income tax, capital gains tax and inheritance tax. Our team concentrates on getting to know you and your objectives in order that we can supply the advice most appropriate to you, in a language you can understand.

Our approach is relationship led to ensure you have a highly qualified, motivated and committed advisor to help reduce your tax burden and to ensure any planning ends up with a result that you sought. Our team is happy to be appointed on a consultancy-only basis, although our best advice is delivered where we look after your day-to-day tax and accounting needs.

We have a highly qualified team, which maintains close relationships with other professionals to ensure you have the best all-round advisory team. It’s our goal to solve your problems and be your trusted advisor.

Contact the Private Client Taxperts

Robert Young

Robert Young

Principal Manager

Cheryl Whitton

Cheryl Whitton

Supervisor

Iain Gordon

Iain Gordon

Partner

Inheritance Tax Planning

Growth in the land market and house prices coupled to a static nil rate band means many more people now find themselves exposed to inheritance tax on death. Having worked hard to accumulate wealth, you want to pass it on to your family and not HMRC. If you have a business you may be faced with the minefield of business and agricultural reliefs.

Our tax team are able to work with you in order to minimise the tax exposure and to ensure that reliefs available to you are maximised. Our team will also assist with making sure your assets end up where you want them to be on your death.

View Related Case Studies

Succession/IHT Planning

Our clients are a wealthy couple who are now in their early 70s and are generally looking to reduce their wealth by passing it on to their family….

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Inheritance Tax Planning

Our client is an individual who has built up a large portfolio of investments and a large pension fund over many years running his own business. Prior to…

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Family Inheritance Tax Planning

Our clients run family-run trading businesses in both the care sector and in food and drink supply. Previously, the father had passed the business on to his son…

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Post Business Sale – What do I do now?

Our clients, an ageing husband and wife, were the owners of a medium-sized company in the oil and gas sector. The couple had two children, neither of whom…

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Trust and Estate Taxation

Our clients, a husband and wife, jointly owned a number of rental properties. They wanted to give their daughter financial assistance to pay for their grandchildren’s private education…

Read more...

Capital Gains Tax Planning

Asset or business sales may take place for many reasons, whether that be a retirement or exit strategy or perhaps an offer that was just too good to refuse. The capital gains tax rules are complex and with our help the seller can have a successful, low tax outcome.

Our tax team has experience of all sorts of asset sales and can look at the many reliefs available or ways to defer a capital gain.

View Related Case Studies

Capital Gains Tax Planning for Residential Landlord

Our client, a residential landlord, was in the process of selling their rental property and had contacted EQ to calculate what the remaining funds would be after taking…

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Sale of Development Land

Our client owned an area of development land personally with his wife, and the land was utilised by the farm partnership that both he and his wife were…

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Post Business Sale – What do I do now?

Our clients, an ageing husband and wife, were the owners of a medium-sized company in the oil and gas sector. The couple had two children, neither of whom…

Read more...

Income Tax Planning

Income tax is becoming more complex with the introduction of new rates of tax and allowances on a regular basis. Our experts can help you through the complexities of calculating your income tax liability and ensure stress-free compliance with HMRC.

You may be a pensioner who is entitled to a tax repayment every year or a high net worth individual looking to maximise your tax reliefs. We’ll ensure you pay the right amount of tax and at the right time.

View Related Case Studies

Income Tax Planning for Husband and Wife

Our client has a large property portfolio, jointly owned with his wife.  He also employed with a very successful catering company, earning a salary that places him in…

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Post Business Sale – What do I do now?

Our clients, an ageing husband and wife, were the owners of a medium-sized company in the oil and gas sector. The couple had two children, neither of whom…

Read more...

Income Tax Planning

Our clients were running a very successful farming partnership. Profits were regularly in excess of £100,000 per partner and they were paying the highest rates of income tax….

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Business Succession Planning

We recognise that handing over your business to either a family member or an unconnected third party can be difficult. Tax implications add to the burden and it is important to minimise the tax cost and ensure you get the end result you are looking for.

You may be planning to hand over your business during your lifetime or on death. We have the expertise to handle the situation sensitively and come up with the best solution to achieve your goals.

View Related Case Studies

Succession Planning

Our client is a care home provider and a family-owned business. Over a period of many years, they had built up an impressive portfolio of profitable care homes…

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Succession/IHT Planning

Our clients are a wealthy couple who are now in their early 70s and are generally looking to reduce their wealth by passing it on to their family….

Read more...

Succession Plan for Family Farm

A family farming partnership consisted of the father and the mother and two of their children. The partners also had two non-farming children. The parents own a significant…

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Business Succession for Architectural Practice

Our client is an architecturcal practice which had suffered reduced profitability following the 2007/08 recession, which had resulted in a significant disparity between the capital provided by each…

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Trust and Estate Taxation

The taxation of trusts and deceased estates can be complex. Trusts can be a very useful way to protect family wealth for the next generation and allow you to pass on wealth during your lifetime whilst still retaining some control. Our experts have many years of experience in the taxation of trusts from their creation to their dissolution. We will work together with your solicitor to ensure your objectives are met and taxation minimised.

The death of a family member is not an easy time and does not need to be complicated by tax matters. Our qualified team can help you as an executor meet your obligations to HMRC for income tax and inheritance tax.

View Related Case Studies

Trust and Estate Taxation

Our clients, a husband and wife, jointly owned a number of rental properties. They wanted to give their daughter financial assistance to pay for their grandchildren’s private education…

Read more...

Financial Services and Wealth Planning

Our team are not regulated to provide investment advice, but we can advise you on the tax implications of investments. It may be the capital gains tax implications of selling investments or the income tax implications of pension contributions or EIS/VCT investments. The type of assets and investments that you own will impact your inheritance tax exposure and are an important aspect of inheritance tax planning.

We work with industry experts or your own financial advisor to provide a complete wealth planning service. Our best advice is given when we work together with your financial advisor and solicitor and any other relevant professional.

View Related Case Studies

Post Business Sale – What do I do now?

Our clients, an ageing husband and wife, were the owners of a medium-sized company in the oil and gas sector. The couple had two children, neither of whom…

Read more...

Our services include:

Inheritance Tax Planning

Capital Gains Tax Planning

Income Tax Planning

Business Succession Planning

Trust and Estate Taxation

Financial Services and Wealth Planning

Download our EQ app and keep up to date with tax news, changes and have access to our EQ Portal, tax calculators and key tax dates at your fingertips. Click on the relevant button on your device to download our free app.

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