High Net Worth Individuals

With the high tax rates, it is often desired by our current and prospective clients to consider tax efficient methods to minimise their taxation liabilities. We will seek to ensure that tax affairs are structured in the most tax efficient way and can assist with tax planning. Being Accountants and Tax advisers based in Bedford we offer a quality and competitively priced alternative for London based High Net Worth Individuals within a 40 minute train journey. Our advice will take into account all taxes which are likely to be relevant to our High Net Worth individuals, such as income tax, inheritance tax and capital gains tax. We do not believe in tax avoidance schemes as they often fail and the benefits you enjoy are often outlived but the drawbacks are not. We can refer you to other firms if you wish to take this more aggressive route.

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Inheritance Tax

IHT planning and drafting of wills should be something on your mind year before your health starts to deteriorate. Good planning can help preserve your wealth for your beneficiaries.

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Personal Tax

We can handle the registration process and complete your Self-Assessment Tax Return by the 31 January deadline, whilst offering extra value with any tax savings opportunities.

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Capital Gains tax

Capital Gains Tax can be mitigated by some good planning by using reliefs available to you we can help advise you how to utilise these.

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Property Tax

Hold a property individually, in a company, between spouses? It all depends on your circumstances, we can advise of the pros and cons of each so you can make an informed decision.

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Cryptocurrency Tax Advice

Unlike many accountants in the UK we are taking on cryptocurrency clients. You could pay income tax, capital gains tax or it may be exempt from tax depending on your situation.

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