Private Clients and Trusts

Fletcher & Partners has a wide variety of private clients of all ages and with differing needs. We advise on all aspects of personal taxation and tax planning, including income tax, capital gains tax and inheritance tax.

We also act for numerous family trusts, advising trustees, maintaining records, preparing accounts and self assessment Tax Returns and liaising with solicitors and stockbrokers. Partners are often asked to become trustees in appropriate circumstances, as a trusted friend and professional adviser.

We aim to build long-term relationships.  We will listen to concerns and address needs, as well as assist our clients to manage and improve their personal and family finances.  We will also liaise with clients' chosen other advisers if required.

Some of the other areas we can help in are foreign tax planning - residence and domicile, working overseas, Lloyd's underwriters, tax aspects of share options, gifts to charity, Inland Revenue enquiries, births, deaths, marriage and divorce, property letting accounts, child and working family tax credits, PGO Receiverships and litigation support.

If you would like a free initial meeting to discuss your affairs, please contact Chris Macey or Nicola Halls.