High-net-worth individuals and families
Where income, assets and family circumstances need to be considered as one position rather than separately.
Personal tax advice for complex lives and substantial interests.
We advise individuals, families, property owners and investors whose tax affairs require more than an annual return. From ongoing compliance to significant transactions and long-term planning, you receive considered advice shaped around your circumstances.
01 · The position
More than personal tax compliance.
As wealth and responsibilities grow, personal tax affairs rarely remain straightforward. Investments, property, business interests and family considerations can create decisions that need to be considered together.
The Tax Network Group provides a personal, year-round service combining dependable compliance with forward-looking advice. We take time to understand the complete picture, identify issues early and coordinate the different elements of your tax position.
02 · Who we work with
Advice for people whose affairs have outgrown a standard return.
Property owners and portfolio landlords
From a small number of holdings to substantial portfolios, personally or through a company.
Investors and shareholders
Individuals holding investments, shares or other assets where disposals and reliefs need planning in advance.
Founders and business owners
Where personal decisions cannot sensibly be separated from the business behind them.
Those approaching a major transaction or succession
A sale, a transfer of assets, or another material change where the options are widest before it happens.
03 · What we advise on
Private Client Tax · 01
Returns prepared with the wider position in view.
Accurate preparation and submission of personal tax returns, supported by proactive advice rather than treated as a once-a-year exercise. Prepared early enough that where a return reveals a planning point, there is still time to act on it.
Private Client Tax · 02
How property is held shapes everything after it.
Advice for individuals with substantial property interests: rental income and allowable costs, the way ownership is structured, and the tax implications of acquisitions and disposals. The structure chosen at the outset governs the position for years afterwards.
Private Client Tax · 03
The position considered before the disposal.
Planning around investments, disposals and capital gains, with early consideration of the reliefs available and the reporting obligations that follow. Most of the value sits before a transaction rather than in the return that reports it.
Private Client Tax · 04
Personal and company positions planned together.
Coordinated personal and company tax planning for founders, directors and shareholders, including remuneration and how value is extracted from a business. Timing matters as much as method, so this is planned in advance rather than reported afterwards.
Private Client Tax · 05
Long-term work that rewards starting early.
Forward-looking planning for individuals and families considering succession, wealth transfer and the longer-term protection of family assets. Advice given with the family circumstances in view, not only the tax computation.
Private Client Tax · 06
Advice before the decision, not after the paperwork.
Advice ahead of major financial decisions: a business exit, a significant property transaction, or another material change in personal circumstances. The options are widest before anything is signed.
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Personal tax compliance
Accurate preparation and submission of personal tax returns, supported by proactive advice rather than treated as a once-a-year exercise. Prepared early enough that where a return reveals a planning point, there is still time to act on it.
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Property tax
Advice for individuals with substantial property interests: rental income and allowable costs, the way ownership is structured, and the tax implications of acquisitions and disposals. The structure chosen at the outset governs the position for years afterwards.
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Investment and capital gains
Planning around investments, disposals and capital gains, with early consideration of the reliefs available and the reporting obligations that follow. Most of the value sits before a transaction rather than in the return that reports it.
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Business interests and remuneration
Coordinated personal and company tax planning for founders, directors and shareholders, including remuneration and how value is extracted from a business. Timing matters as much as method, so this is planned in advance rather than reported afterwards.
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Inheritance and succession
Forward-looking planning for individuals and families considering succession, wealth transfer and the longer-term protection of family assets. Advice given with the family circumstances in view, not only the tax computation.
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Transactions and life events
Advice ahead of major financial decisions: a business exit, a significant property transaction, or another material change in personal circumstances. The options are widest before anything is signed.
Every private client engagement is shaped around the individual rather than a standard package. Where circumstances involve matters outside our own expertise, we say so and work alongside your other advisers.
04 · How the service works
Advice built around the complete picture.
A direct and ongoing relationship
You deal with the people who know your circumstances, and you keep the same team.
Advice shaped around your position
Tailored to your assets, interests and plans, rather than fitted to a standard package.
Contact ahead of decisions
We raise matters before deadlines and before commitments are made, not afterwards.
Personal and business tax coordinated
Where you hold business interests, the two positions are considered together.
Explained without unnecessary technicality
The position, the options and what we recommend, in language you can act on.
Working alongside your other advisers
We coordinate with your legal, investment and other professional advisers where that helps.
05 · Business owners
When business and personal tax overlap.
For founders, directors and shareholders, personal decisions cannot always be separated from the business. We consider remuneration, investments, succession and future exit plans together, helping you understand how decisions in one area may affect the other.
Business Advisory A private conversation
A more considered approach to personal tax.
If your tax affairs have become more complex, or you would value advice that looks beyond the next filing deadline, we would be pleased to have an initial confidential conversation.