We advise ambitious families and individuals and the businesses they own and run. Working with early-stage entrepreneurs through to long-established, multi-generational family companies.
We help mitigate the tax impact on your finances and enable you and your family to enjoy more of your wealth. Whether you have your own business, you’re considering exiting your company, or you want to provide for your loved ones, we can help you achieve all your goals.
We work hard to build a strong relationship with you and your family. As your advisers, we listen to what you want to achieve and help protect your family wealth across generations in the most tax-efficient way possible.
Our team understands every aspect of how taxes can affect you. You’ll get to know one person who can manage everything for you. We will work with your wealth adviser, solicitor, land agents and other professionals to help you develop an investment strategy that meets your objectives.
Even if you have financial interests outside the UK, we can work with experts in other locations to develop your wealth strategy.
Strategic tax-planning for you, your family and business
Family office tax services
Capital gains tax advice
Income tax planning
Exit planning and shareholder planning areas
Inheritance tax advice
Personal tax compliance
Trust compliance and advisory
A Chartered Accountant and Chartered Tax Adviser, I have advised HNW and UHNW clients on all kinds of Private Client tax matters for almost 25 years. Specialising in trusts and inheritance tax, I am also a full STEP member and a member of the worldwide STEP Journal editorial board.
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
To find out more about what we do, please get in touch.