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
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
CONTACT US TO ARRANGE AN INTRODUCTORY MEETING, OR FOR A QUOTE.
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.
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.
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.