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Personal tax

INTRODUCTION

We provide comprehensive and pragmatic wealth structuring advice enabling our clients to preserve their wealth.

We have a diverse client base which means that we often come across previously unseen problems which require innovative solutions. We are adept at creating the most efficient structures tailored to individual circumstances. We act for many ultra high net worth and high net worth clients. Our clients include established businesses, entrepreneurs, individuals that work in the financial sector, media and sports personalities and their agents, property developers and startups. Many of our clients have a significant public profile and, because of the nature of this type of work, it is our policy not to disclose details.

We advise on:

  • Cross-border wealth structuring
  • Pre-immigration planning for non-UK residents moving to or investing in the UK and emigration planning for UK residents
  • The creation and maintenance of trust and fiduciary structures for succession planning purposes
  • Private trust companies, purpose trusts, foundations and other estate planning structures
  • UK residential property structuring including ATED planning
  • Advice to UK residents and non-residents on the purchase, retention and sale of real estate, portfolio investments and trading businesses for UK or international clients
  • Tax implications of philanthropic giving
  • Employee and personal tax issues, including employee benefit and share incentive schemes
  • Wills and estate planning
  • Tax disputes and HMRC enquiries/investigations

Our people

Get in touch

Partner

Gary Ashford

Private client
Partner

Chris Moorcroft

Private client
Partner

Zoë Camp

Private client
Partner

Siena Gold

Private client
Partner

Alexa Collis

Private client
Partner

David Scott

Corporate

Testimonials

What people say

A key strength is their ability to face difficult tax and trust matters head on and in a constructive manner. They do not sidestep difficulties.”

The Legal 500

Harbottle & Lewis are very good at translating complex tax matters and structuring advice into simple language for clients to understand. They can turn work around quickly and are very responsive to any questions asked.”

Chambers HNW

The firm displays a combination of technical knowledge of the law, experience dealing with tax examiners, and management of client expectations.”

Chambers HNW

The firm’s deep expertise in tax laws and regulations stands out. Their ability to break down complex tax issues and provide actionable guidance is commendable.”

Chambers HNW

The team seems to understand how the dispute, tax, and commercial considerations are interrelated and that a holistic solution is critical.”

Chambers HNW

I am yet to encounter a topic that Harbottle has not been able to handle. They work well across teams and can quickly call upon the expertise of team members outside of the tax team to add value.”

Chambers HNW

The firm excels at distilling intricate issues into actionable strategies, ensuring clients feel empowered and informed throughout the resolution process.”

Chambers HNW