Typical Private Client Profile

Our priority is to add value to any client situation and as long as we are able to do this we do not impose a strict criteria of what a client must ‘look’ like before we are prepared to engage them. What we have learned though is that we are able to bring maximum benefit in multiple ways to clients whose situations are as follows:

• Successful individual/couple
• Accumulated assets/estate generally in the region of £500,000 to £30m
• Household annual income in excess of £50,000, although most of our clients have income in excess of £100,000 and there is no maximum ceiling
• Insufficient time to focus on what is truly important to them and a need to identify their ‘number’
• Frustration that they are paying too much tax
• Lack of understanding and clarity of existing financial arrangements
• Concern that assets aren’t being maximised and risks minimised
• Worried about inheritance tax liabilities, ‘social’ impact and loss of mental capacity