Private Client
At SMH Chartered Accountants, our Private Client Services are one of our specialist areas. We have a longstanding history of advising personal clients across many diverse portfolios. We aim to protect the wealth of individuals and their families through considered tax planning, expert pension advice and bespoke legal services such as Wills, LPA’s and Trust work.
Our Private Client Services cover a wide range of areas including:
- Personal Tax Planning
- Inheritance Tax Planning
- Trusts and Executorships
- Estate Planning
- Capital Gains Tax Planning
- Non-Domiciliary Tax Issues
- Retirement Planning
- Philanthropy and Charitable Giving
We understand that every client has different requirements, and we tailor our services to meet your specific needs. Our team will work closely with you to ensure that we understand your objectives and provide you with the best possible advice.
If you are looking for advice on private client services, please visit on of our group companies homepage by following the links below.
Alternatively, contact the SMH Chartered Accountants team on info@smh.group or 0114 266 4432 to learn more and find out how we can help you with your personal taxation needs.
