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Private Client

Helping you achieve your personal finance goals.

With the pressures of life often getting in the way, personal financial planning can often be last on your to-do list. At Thomas Westcott, we recognise the need for high-wealth private clients to have a handle on their financial situation, and can assist in areas such as:

  • Tax planning work to ensure that you take full advantage of tax reliefs for income tax, capital gains tax and inheritance tax
  • Annual compliance work for completion of self-assessment tax returns
  • Succession and estate planning
  • Trusts and executorships
  • Providing the best advice on financial products
  • Liaising with other professions to provide best all round service for clients – including solicitors, land agents, stock brokers and bankers

key-dates-for-your-diary-april-2017 For further information, please contact:
Key dates for your diary - April 2017
michael-marsh For further information, please contact:
Michael Marsh ACA Partner - Head of Tax
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dale-simpson For further information, please contact:
Dale Simpson FCA CTA Partner
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ann-jackson For further information, please contact:
Ann Jackson CTA Partner
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phil-butterworth For further information, please contact:
Phil Butterworth ACA Partner
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david-tromans For further information, please contact:
David Tromans FCA Partner
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