Based in the City of London, we offer bespoke partner-led private client tax advice on tax, trusts, estate planning, asset protection and wealth management to private clients including high net worth individuals (HNWIs), executives, City and financial professionals, entrepreneurs, company directors, sportsmen/women, entertainers, property/land owners and members of the legal and medical professions.
- Private client tax and personal tax advice
- Personal tax returns from £750, plus VAT, per annum
- Remuneration planning, including higher rate tax paters earning >£100,000
- Inheritance tax advice
- Trusts and estates
- CGT (60/30 day rule)
- Non-resident landlords
- Domicile and residency filings
- Immigration and expatriate, including tax advice for US/American and overseas citizens living or working in London
- Emigration, including tax advice for British citizens living or working overseas
- Family office (monthly accounts, bank statement reconciliation, etc)
- Wealth management through our FCA regulated firm, Jeffreys Henry Financial Services Limited
- International tax advice
- Capital Gains Taxation advice
INTRODUCTORY MEETING
CONTACT US TO ARRANGE AN INTRODUCTORY MEETING, OR FOR A QUOTE.
DEBBIE DOLEGA
Partner - Personal Tax
Debbie is a Chartered Tax Adviser with over two decades of experience advising Private Clients with complex international tax affairs, including non-UK residents, non-domiciled individuals, trusts and personal investment companies.
ANDREW LEWIS
Senior Tax Manager
Andrew manages the firms personal tax department, including a portfolio of personal tax clients such as High Net Worth Individuals, Self Employed, Directors, Landlords, Non-Residents and Partnerships.
DIANE HARPER
Tax Manager (ex-HMRC)
Diane has 38 years of experience in tax starting with 6 years at H M Revenue & Customs. She now manages a portfolio of 350 personal tax clients including high net worth individuals, Barristers, Self Employed, Directors, Non-Residents and Partnerships.
