PERSONAL TAX AND WEALTH MANAGEMENT
The start point for personal tax planning and wealth management is gaining a good knowledge of our clients. Rawlinson Pryde & Partners will take the time to make sure that we know our clients’ individual circumstances which will determine which strategies are correct for them. Understanding the family structures of our clients and their objectives and desires enables us to tailor our advice to each client’s individual circumstances. Our advice includes, but is not limited to, the following topics:
• Inheritance and estate planning
• Structuring Wills and the use of Trusts
• Administering probate
• Protecting family assets through retirement
• Capital Gains Tax planning
• Partnership tax advice
• The efficient use of allowances
• The efficient use of investments
• Insurance of family members and key business employees
• Tax planning for marriage, separation and divorce
• Preparation of Self-Assessment Tax Returns and other compliance issues