Based in the City of London, we offer bespoke partner-led 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 and personal tax advice and planning
2019/20 Personal tax returns, self assessment and compliance
Inheritance tax advice
Trusts and estates
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
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Partner - Tax
Ian is a Chartered Accountant who has specialised in tax since 1985. He advises private clients and trusts on the full range of taxes and has extensive experience of international tax, domicile and residence issues.
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.
Andrew also has significant experience in dealing with HMRC tax investigations and disputes including Section 9A enquires, the Worldwide Disclosure Facility (WDF), Code of Practice 9 and the Contractual Disclosure Facility.