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 is head of Private Client Services at Harwood Hutton. He is able to advise on all areas of personal tax planning particularly inheritance, income, remuneration and capital gains tax. He specialises in high net worth individuals, trusts, deceased estates and employment related securities. He also has expert knowledge of the complexities of residence and domicile issues.
Chris Hadley
Email: chrishadley@harwoodhutton.co.uk
Chris Hadley is a chartered accountant and chartered tax adviser. He concentrates on high net worth individuals, property investors, business owners and trusts. As well as assisting his clients with all their tax planning and compliance needs he has the experience and expertise to guide clients through the daunting process of HM Revenue & Customs investigations including special compliance office investigations.
Dave Bate
Email: davidbate@harwoodhutton.co.uk
Dave Bate has the invaluable advantage of being a tax adviser in practice with experience of the internal systems of HM Revenue & Customs. He focuses on the taxation and tax planning of directors as well as benefits and expenses of employees.
Zoe Peck
Email: zoepeck@harwoodhutton.co.uk
Zoe Peck is a chartered certified accountant who specialises in supporting and assisting her clients with tax planning and the numerous compliance burdens created by HM Revenue & Customs. She concentrates on owner managed businesses including sole traders and partnerships as well as buy-to-let investors and furnished holiday letting businesses.
Our Services
We offer cutting edge advice and assistance in the following areas:
Inheritance Tax planning
Capital Gains Tax planning
Income Tax planning
Tax Credit planning
Remuneration planning
Trusts and Deceased Estates
Employment Related Securities
Residence and Domicile issues
HM Revenue & Customs investigations
Bringing your tax affairs up to date
Taxation of Directors
Employee benefits and expenses
Sole traders
Partnerships
Buy-to-let investors
Furnished holiday letting businesses.
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 aspects 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.