Our solicitors and consultants offer a full range of private client wealth and tax services, both in the UK and internationally.
You, Private Client & Tax
& Ince, in any case
Our Private Client & Tax services are part of our wider Private Wealth offering. For more information, visit our Private Wealth page.
Our Private client & Tax team will work with you to provide detailed and bespoke solutions, so that you can take care of what matters most to you and your family. By leveraging our sector and market experience as well as our legal and tax skills, you can feel secure in the knowledge that we will handle complex issues on your behalf, whilst providing you with expert strategic advice when the need arises.
Tax advisory, disputes and compliance
We advise on all aspects of UK income and capital taxation for individuals, owner-managed and family-owned businesses, trusts and asset holding structures. We also support our clients undergoing tax investigations, disclosures and settlements and assist with tax compliance work such as making returns to HMRC and regularising tax affairs. We have particular expertise in advising multi-jurisdictional individuals, families and structures on the international elements of UK tax and the complex rules governing non-UK domiciled individuals.
Contentious trusts and probate
If you are concerned that a vulnerable relative is coming under pressure to settle their affairs in a certain way, or an unforeseen issue emerges during the administration of an estate, we can advise you on your position, and on the right course of action.
Trust, structuring and succession planning
We advise clients on the most effective solutions for wealth structuring in the UK and abroad. We advise on many different structures to achieve family succession and asset protection goals for personal or business assets, be that use of UK or offshore trusts, corporates, family investment companies, foundations, funds, insurance or investment products.
A valid Will is the cornerstone of an individual’s estate, succession and tax planning. We assist clients with drafting and regularly updating their Wills, particularly when there has been a change in personal or family circumstances. We advise international clients on the need for UK Wills and the interaction of testamentary regimes globally so that their succession objectives can be met.
Powers of attorney and mental incapacity
Dealing with mental incapacity is a growing challenge. Our experts can guide clients through the different options available including Lasting Powers of Attorney, so that our clients’ financial and health affairs are administered by someone they trust - and their best interests are protected. We also advise those clients who are acting as an Attorney or court-appointed Deputy on the duties and responsibilities that come with these roles.
Probate and estate administration
We are experienced in the administration of simple or complex estates and can manage the process on your behalf or advise on particular aspects as required. We administer estates for both UK and non-UK domiciled individuals and have particular expertise in working on estates with multi-jurisdictional issues.
Charity and philanthropy
We advise on the whole spectrum of charitable and philanthropic giving from creation and structuring, registration, trustee duties and responsibilities, regulatory compliance, restructuring and governance, tax aspects of charitable giving and indeed dispute resolution.
We provide a full trust accounting, compliance and administration service to assist trustees of UK trusts in carrying out their various responsibilities, including liaising with trustees, beneficiaries, investment managers, HMRC and other regulatory authorities.
We advise on the creation, governance, regulation, tax planning, investment structures, succession planning, investment, employment and immigration issues relating to private offices, their employees and the families they serve, often on an international basis.
Private client disputes
We have wide expertise in resolving disputes for our private clients and in contentious trust and probate scenarios (including potential claims under the Inheritance (Provision for Family and Dependants) Act).
Trusts established for business owner in the Middle East
Future provision for a family in accordance with Sharia law
Planning for a family in South East Asia
Andrew Williams / Managing Associate / Bristol
M +44 7849 834110
D +44 117 930 7550
Robert Payne / Managing Associate / London
Sarah Baguley / Managing Associate, Private Client / Cardiff
News & insights on Private Client & Tax
News / Autumn Budget Statement 2022 – what does it mean for your finances?
23-11-2022 / Private Wealth
The one thing we all knew before the Chancellor stood up to deliver the autumn budget on Thursday 17 November was that it would be painful – the unknown was precisely how painful.
News / HMRC in ‘pole position’ following Bernie Ecclestone charge – a new ‘direction’ for fraud cases?
Bernie Ecclestone, former chief executive of Formula 1, is set to face trial before Southwark Crown Court in October 2023 on a charge of fraud by false representation. The charge followed a “complex and worldwide” investigation by HMRC and relates to a Singapore Trust, which Ecclestone allegedly failed to declare for tax purposes, holding assets of an estimated £400m+. This is understood to be a substantial proportion of his net wealth, which is said to include real estate in various jurisdictions, a yacht and private planes.
News / FAQs: Register of Overseas Entities – what do you need to know?
17-10-2022 / Private Wealth
The Register of Overseas Entities (ROE), operated by Companies House, came into force in the UK on 1 August 2022, and forms Part 1 of the Economic Crime (Transparency and Enforcement) Act 2022 (the Act). It requires overseas incorporated legal entities that own, or seek to acquire, land or property in the UK, to register and provide information on their beneficial owners and/or managing officers. Once registered, they must also keep the register up to date on an annual basis. There are significant financial and criminal penalties for not complying with either the initial registration or subsequent annual update.
News / Are your partnership properties being managed properly?
02-08-2022 / Private Wealth, Real Estate
In a recent High Court case, Procter v Procter and others  EWHC 1202, the dispute related to a periodic tenancy a landlord had with three sibling tenants, where one sibling retired from the partnership.
News / Is a gift of property by an LPA attorney void or voidable?
Many of us give gifts to others throughout our lives to express our love, communicate our appreciation and show that we care. However, the provisions of the Mental Capacity Act 2005 (MCA 2005) limit an attorney’s ability to make gifts, on behalf of a Donor, under a Lasting Power of Attorney (LPA). This article discusses the different types of gifts that attorneys can make, and the consequences of making gifts that go beyond the scope of their powers.
News / Changes to probate application process and submission of inheritance tax accounts for deaths on or after 1 January 2022
On 1 January 2022, The Inheritance Tax (Delivery of Accounts) (Excepted Estates) (Amendment) Regulations 2021 came into effect. They extended the 2004 Regulations so that the majority of non-taxpaying estates are no longer required to complete IHT forms in cases where a grant is required. The new Regulations serve to minimise the administrative burdens imposed on those dealing with IHT by reducing the reporting requirements for excepted estates and limiting the circumstances in which full inheritance tax accounts must be delivered to HMRC. The new Regulations, however, will only apply to estates or deaths that occur on or after 1 January 2022.
News / Benefits of Agricultural Property Relief for farmland owners
17-01-2022 / Agriculture & Rural Affairs, Private Wealth
Agricultural Property Relief (APR) can help farm landowners to mitigate tax on your estate to plan for a better future for you and your loved ones. However, understanding which reliefs can apply to your land can be a complex process.
News / ‘Death in Paradise’: debunking adoption and inheritance rights myths in Christmas special
Many viewers will have tuned in to watch the BBC’s Death in Paradise Christmas special. During the episode, a wealthy shipping magnate was found dead at a Christmas party, and as the story progressed, the culprit was confronted and the mystery behind the victim’s death was revealed.
News / Estate planning - now is the time to start
The importance of estate planning is paramount. From protecting your assets, to planning your financial and personal affairs in the event of illness or death, proper estate planning ensures you, your family and your assets are protected both now and in the future. Matthew Biles, Partner and Head of Private Wealth (London) at Ince, talks in his interview with Marc Harris from BusinessTV on the importance of all things estate planning - from wills to trusts and inheritance tax planning.
Insights / Managing affairs for someone else
When an individual lacks the mental capacity to manage their own affairs due to illness or an unforeseen accident or injury, a representative/s needs to be appointed who can make decisions regarding their health, finances and property.
Insights / Ince Bristol's Private Client team expansion with new solicitor and trainee legal executive appointed
Thriving international law firm Ince adds to its Bristol Private Client team with the appointment of a new associate solicitor and trainee legal executive.
News / Ince develops Private Wealth advisory practice with appointment of new Head
Ince is pleased to announce the appointment of Nick Rucker as Partner and Head of its Private Wealth advisory practice.
Insights / Implications of forming a Civil Partnership on your Will
Following the Supreme Court ruling in 2018, it is now legal for heterosexual couples to form a civil partnership.
Insights / Protecting your assets with a Life Interest Trust
Many couples are concerned about funding long-time care and having to sell their property to meet care home fees when the need for care arises.
Insights / Inheritance Dispute: What happens when a married couple die together?
When a married couple are found dead together, who is entitled to inherit their estates? Laura Ramos, Trainee Solicitor in Private Client, explains how the law operates in these cases.
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