Private client and family wealth

Private client compass

Private Client Compass

Helping you to navigate the tax landscape with a range of tax planning ideas and opportunities. 

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RSM can help you plan for all eventualities. As tax and compliance requirements become ever more stringent, our dedicated advisors will help protect your family’s wealth by taking the time to get to know your individual circumstances and needs. 

Protecting family wealth is a priority for most people, and effective tax planning has a large part to play in this process. At RSM, we understand that building strong relationships is key. This helps us to ensure that our advice is always tailored to your specific circumstances. 

Our experts can advise you on every aspect of your personal tax position, from dealing with your annual self-assessment tax return to advising on capital gains tax, wills and inheritance tax planning.

But what makes RSM stand out is that we are able to provide a holistic service. Your dedicated team of contacts will deal with both managing your ongoing compliance obligations with HMRC and helping you to plan the most tax-effective solutions for you and your family. 

A thorough understanding of your needs, objectives and plans for the future is at the very centre of our advice. By building long-term relationships, you can feel confident that we understand your circumstances and become your trusted adviser. 

Drawing on our experience, we will examine issues that you may not have considered. This will ensure that your wealth is working effectively for you and that you are planning for both the expected and the unexpected. We will also keep your tax planning strategy under review so that it can be adapted to suit your changing circumstances, or in response to ever-changing tax legislation.

RSM’s services to private clients include our annual compliance service, advice on capital gains, inheritance tax, pensions planning, exit and succession planning including entrepreneurs’ relief, residential property tax, residence and domicile advice, leading with tax investigations by HMRC and advice on holding assets, whether that be in a UK trust, offshore trust or a personal investment company

Whether your financial affairs are straightforward or highly complex, you will have a dedicated specialist allocated to you. It may be that you require one-off specialist advice or ongoing services. Whichever it may be, RSM will be happy to provide a full explanation of our fees, assisting in your decision to go ahead. 

Please do not hesitate to contact us for a discussion about our services and how they can help you and your family.

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Tax facts

Tax rates based on the Budget announcements.

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STEP EPP accreditation showcases our commitment to developing the skills and talent of our trusts and estates staff, and helps us to provide the best service to our clients.

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Our private client compass helps you navigate through the tax landscape.

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