Services for Private Clients

If you are fortunate enough to enjoy substantial wealth, taking care of your finances, now and for future generations of your family, is something you need to take seriously.

Expert tax advice is essential to help you enjoy, build and pass on your assets. The Milsted Langdon team is experienced in advising high net worth individuals (HNWIs), so no matter how complex your financial picture may be, we can assist you.

We will take a strategic approach to identifying ways to help you manage your wealth in the most tax-effective way. We can handle all your tax affairs, from remuneration to investment issues, providing a co-ordinated approach that ensures you achieve both tax compliance and tax efficiency.

Whatever form your assets take – land, buildings, stocks, shares, investments or other property – you are likely to be concerned about the future impact of inheritance tax (IHT) on your estate.

We’ll use our estate planning expertise to identify ways in which you can mitigate your IHT liability while ensuring that you enjoy financial security in older age. We’ll explore options including trusts, gifting, agricultural and business property relief, inheritance tax protection policies and charitable gifts, and help you to put in place a well-drafted, flexible, tax-efficient will.

At Milsted Langdon, we understand the international nature of the financial and property assets of many HNWIs and their families, combined with greater scrutiny of their affairs, and our international tax team offers specialist advice on these issues.

To find out how our HMWI tax team in Bristol, Taunton and Yeovil can help you, please contact us.