Private Client Tax

Time. There’s never enough, especially when sorting and planning personal tax and finances. As a private client, no matter how complex your position, we’ll provide clarity to help simplify your decisions.

Make sense of your money, assets and future plans - and save time for what’s most important to you.

Your personal tax and financial affairs can seem challenging, perhaps overwhelming. But not to us.

Whether you’re a resident in the UK, coming to the UK, moving abroad, buying or selling assets, succession planning, or considering what to do with your wealth – we’re ready to help.

With HaysMac in your corner, you’ll have the support of a knowledgeable team who cover a broad range of specialist areas. We can advise you on every aspect of managing assets and money, whether running a successful business, property ownership, family wealth or taking on the responsibility of being a trustee.

How we can help

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Private Client & Trust

Organising your personal tax, structuring your finances, dealing with trusts, probate and estates.

Inheritance Tax

As the inheritance tax net grows wider, we help ensure a greater proportion of private wealth is passed on to beneficiaries. Our planning services can reduce or even eliminate tax on your death.

Inheritance Tax

Partnerships Tax

With comprehensive services tailored to the unique needs of partnerships, individual partners and families, we help turn tax compliance and planning from a challenge into an opportunity for growth and stability.

Partnerships Tax

Tax planning

Sensible tax planning simplifies your financial affairs and protects your wealth. We advise on every aspect of your personal tax position, from annual returns to structuring your affairs.

Our planning advice is always tailored to your individual needs. We regularly help clients on personal tax compliance, wills, trusts and inheritance tax.

In regard to investigations, enquiries and disclosures, our experienced team will make dealing with HMRC less stressful and handle every step of the investigation on your behalf.

We also assist a wide range of non-resident landlords to prepare their income tax returns, ATED returns and capital gains tax declarations.

Jurisdictions

Tax affairs are becoming increasingly global. Whether you are coming to the UK for the first time, returning from many years abroad or leaving for new adventures overseas – it’s vital to make sure your personal tax affairs are up to date as you move between countries.

Our team act for hundreds of family trusts and large private charitable foundations based in the UK and overseas. We advise clients on practical tax planning opportunities for using UK and offshore trusts for family wealth management and asset protection.

Succession planning

Proactive and careful planning around inheritance tax during your lifetime can make sure that your estate is administratively simple, meets your objectives for the distribution of your estate after death and remains tax efficient.

Not sure what you need?

Our clients choose us because we understand their business. We offer intelligent solutions based on decades of experience within their sector and market, unlocking potential and avoiding pitfalls.We know the challenges and opportunities our clients face, often before they do, as proven trusted advisors within their industry.

Services

It’s unusual to find specialist sector know-how at every level of an accountancy firm. We like being a bit different at HaysMac. Meet the team member who’s ready to talk shop. Partner with the best.

Majid Hussain

Partner, Head of Private Client

Katharine Arthur

Partner

Kay Aylott

Director

James Walker

Partner

Jay Burdett

Manager

Alfie O’Dell

Manager

Alan Cooke

Senior Manager

Andrew Broome

Partner

Duncan Cleary

Senior Manager

Joanne Hennesy

Senior Manager

Kiran Chotai

Senior Manager

Lisa Bryson

Senior Manager

Sharron Edwards

Senior Manager

Trevor D’Sa

Partner

Key contact