Private Client Advice

Private Client Tax Advice | Mayfair London | Ward Advisory

We are all on a journey through life and all need support and help navigating the increasing complexities that exist in building, retaining, and passing on wealth. 

At whatever stage in life you are, Ward Advisory can help you maximise your growth, maintain and retain your wealth. 

Private clients may need help with structuring their affairs, building their businesses, passing on their wealth and we all want to do this tax efficiently.

Our service is led by you and your objectives and circumstances. We will provide you with a full understanding of the options available and help you implement those we agree are most appropriate and continue to provide advice on an ongoing basis when required.  

Ward Advisory can help with:

  • Estate, Succession, and IHT Planning

  • Property Portfolio structuring and all associated property taxes including SDLT, Capital Gains Tax and VAT

  • Company Sales and Structuring

  • Family Investment Companies

  • Trusts

  • Advice in connection with your UK tax status including whether you are coming to or leaving the UK

  • Income Tax

  • Tax Compliance