Private Client
Achieve your personal wealth ambitions
Key Services
Whether preserving wealth, transferring or safeguarding assets, using trusts or income and capital gains tax issues, we support our private clients’ every need.
We get to know you and your family, ensuring that we have a deep understanding of your goals. With agility and flexibility, we meet evolving objectives and simplify what can often be complex situations.
Our teams work closely with you to support your wealth creation and preservation, and devise a solution personalised to your family and your needs. Our experts have experience working with a full range of clients, from early-stage entrepreneurs through to long-established, multi-generation family companies. Whether your financial interests are in the UK, or extend internationally, our global connections enable us to provide support for financial interests no matter the location.
To find out more about how our private Client team can help you to achieve your personal wealth ambitions,
get in touch with our expert team today.
Speak to Sam Hart, Partner
What our clients say
"My husband and I operate a small, but profitable, business and have found Claritas’ service to be excellent. They listen to your requirements, discuss options and put a clear, HMRC agreed, plan in place. We would not hesitate to recommend their organisation for any company requiring personal tax advice"
Julie Potts,
“I’m hugely grateful to the Private Client team at Claritas Tax. I have worked with Adam and the team for several months as they have helped us optimise our corporate structure in the best interests of the business, our employees and my family. Their advice is pragmatic, authentic and trustworthy. They fully understood our needs and worked collaboratively with other stakeholders to navigate new and complex matters.”
Georgie Coleridge Cole,
