Personal Tax Clients
Managing finances and tax affairs as a high-net-worth individual (HNWI) requires careful planning and expert advice. From navigating complex tax regulations to preserving wealth and ensuring tax-efficient investments, the need for a specialist accountant has never been greater.
At LEES, we understand the unique financial needs of HNWIs and individuals with complex tax affairs. We offer a bespoke service that goes beyond compliance to provide proactive advice that safeguards your wealth and supports your long-term financial goals.
Our Services Include:
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Personal Tax Planning:Minimising your tax liabilities with tailored strategies for income tax, capital gains tax, and inheritance tax.
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Wealth Preservation: Advice on structuring your wealth through trusts, property investments, and succession planning to protect your assets for future generations.
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International Tax Matters: Assistance with cross-border tax issues, including residency, domicile considerations, and overseas investments.
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Property Tax Advice: Optimising the tax position on property portfolios and providing guidance on property investment structures.
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Succession and Estate Planning: Helping you structure your affairs to pass on wealth tax-efficiently and in line with your wishes.
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Tax Compliance: Ensuring all tax filings and obligations are met accurately and on time to avoid penalties.
Why Choose LEES?
We provide a personalised and professional approach to managing your finances, combining technical expertise with a deep understanding of the challenges and opportunities faced by HNWIs and personal tax clients. Whether you need strategic advice or day-to-day tax compliance support, our experienced team is here to guide you.
To find out how we can help you achieve your financial goals, please contact our Private Client Team at LEES.
Contact us now – click the chat icon!