Contact us

Planning ahead to find the best solution

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.

Our approach

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.

Our key services

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

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Key Contact

Sam Hart



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.

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Knowledge Articles

Read all of our Private Client knowledge articles here

Will the Chancellor’s Autumn Statement turn over a new leaf for inheritance tax?

13 November 2023

The end of the Portuguese Non-Habitual Resident regime

5 October 2023

Have You Paid the Taxman?

31 July 2023

Swapping Tax for Tans – Digital Nomad Visas

13 July 2023

Live (and die) like a King!

9 May 2023

Company Purchase of Own Shares

24 March 2023


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

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Our Solutions

Which area can we help you with?

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Corporate and International Tax

Customs Duty

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Employment Taxes

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Equity Reward

Grant Funding

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Innovation Reliefs

Intellectual Property

Intellectual Property

Land and Property

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Tax Dispute Resolution

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Transactions Tax

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Venture Capital Tax Reliefs

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Get in touch

To find out more about what we do, please get in touch.

    I am happy for Claritas Tax to get in touch with me regarding my enquiry