Private Clients, Tax and Trusts

Fletcher & Partners has a wide variety of private clients 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 may be asked to become trustees in appropriate circumstances, as a trusted friend and professional adviser.

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

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, HM Revenue & Customs enquiries, births, deaths, marriage and divorce, property letting accounts, child and working family tax credits.

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