Private Clients
Our Team
As a department we have over 60 years experience of dealing with the tax authorities and include qualified accountants and tax advisers as well as individuals with experience within HM Revenue & Customs.
David Gillies
Email: davidgillies@harwoodhutton.co.uk
David Gillies heads the firm’s Private Client Services Department. He specialises in acting for high net worth individuals and trusts and advising them on all related taxation and estate planning matters. He has a wealth of experience, having previously worked for HM Revenue & Customs as well as a number of firms of accountants including most recently PriceWaterhouseCoopers
Chris Hadley
Email: chrishadley@harwoodhutton.co.uk
Chris Hadley is a manager within the Private Client Services Department. He acts for a number of high net worth individuals and trusts as well as assisting with more general taxation planning. He is a chartered accountant and chartered tax adviser.
Dave Bate
Email: davidbate@harwoodhutton.co.uk
Dave Bate has over 30 years of tax experience both within HM Revenue & Customs and in accountancy practice.
Zoe Peck
Email: zoepeck@harwoodhutton.co.uk
Zoe Peck is the most recent addition to the team, having recently qualified as an accountant. Her specialism lies in buy-to-let portfolios as well as in assisting owner managed businesses.
Our Services
Tax planning
- Inheritance Tax & Estate Planning
- Capital Gains
- Remuneration Planning
- Tax Credits
- Pension Planning
- Income Tax
- Trusts
- Probate
- Capital Allowances
General Tax
- Property Taxes
- VAT issues
- Will Advice
- Creation of Trusts
- Probate assistance
- Self Assessment
- HM Revenue & Customs enquiries
- Enterprise Investment Scheme
- Enterprise Management Incentives
- Employee Benefits
As a department our aim is to offer a first class service, both in terms of accuracy and in speed of delivery. Whist completion of tax returns and calculation of tax liabilities is a necessary evil we all far prefer to be involved in seeking to minimise clients’ tax liabilities.
Trusts
Despite the major change to the Inheritance Tax regime for trusts enacted in 2006, they remain valuable tools for use in estate and wealth protection planning.
We can advise on the most appropriate type of trust for your purposes, help set up trusts and provide a full range of tax and accounting services for trusts.
Where appropriate, we can act as trustees or executors.
Inheritance tax and estate planning
Despite minor changes to the nil rate band rules in October 2007, the UK Inheritance Tax rules have remained essentially unchanged since 1997. As Inheritance Tax is charged at 40% on the surplus of an estate over the nil rate band threshold, it represents a serious threat to many estates.
Our Private Client department specialises in all aspects of Inheritance Tax and Estate planning. We understand that everyone is different, with varied needs and wishes and diverse types of wealth. As a result no two estate plans will be the same.
We believe that planning must be specifically tailored to meet the wishes of our clients and can advise on ways of achieving those wishes in a highly tax efficient manner.
Residence and Domicile
The rules for determining residence, ordinary residence and domicile for tax purposes are extremely complicated. Getting it wrong can be very expensive in terms of tax.
Our Private Client department specialise in all aspect of residence and domicile and the relevant tax implications. We can also advise on the effects of the various Double Tax Treaties on the tax treatment of UK and non UK income and gains.
With over 10 years of experience in this field, we can offer a service that is second to none.