Tax

Private clients

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Build and protect your wealth for generations to come

Get strategic tax advice that helps you prioritise your current and future wealth. So whatever we advise today, will help you reap rewards tomorrow.

 

Our team works hard to reduce the risk of tax investigations, but if you are subject to an enquiry, our team is well placed in helping you out. They’ll help you navigate the world of tax and ensure that you’re fully compliant with all regulations, are meeting your tax obligations and taking advantage of the tax allowances or reliefs you’re entitled to.

 

We always aim to ensure that you only pay tax that you need to.

 

And because our team of experts use intuitive technology alongside their incredible expertise, they won’t just save you money, they’ll also save you time. If you want more information on our private client services, please call us on 0203 514 3215.

For now and the future

No two people’s financial situations are the same. That’s why every private client we work with is dealt with as an individual. And when it comes to your wealth, you need specialist and personalised advice to help protect, maintain and enhance what you have. 

 

Our specialists can advise you on strategic tax planning across a wide number of areas – while making sure your tax affairs remain compliant. If you have money internationally, they can also advise you with international tax matters and cross border transactions. We offer advice across inheritance tax, CGT, asset structuring, family businesses and investments,  trusts and a whole host of other financial considerations.

 

They’ll start by getting to know you, your lifestyle, and your ambitions. Then help you plan to achieve your goals and wishes. 

 

They’ll also advise you on the best way to protect your wealth for future generations through trust and estate planning. From advising on reducing your taxable assets during your lifetime to planning your will. We work to strategically organise your wealth and ensure your legacy continues for many years.  

 

With us, you’ll get strategic advice and be kept up to date with the latest changes in legislation to ensure you stay tax efficient – saving you valuable time and money in the long term. 

Ready to get started?

Our expert team have incredible knowledge across multiple tax and finance areas to ensure you get the best possible service.

 

To start your journey with us, get in touch below, and one of our experts will arrange an introductory consultation.

What services do we offer?

  • Capital Gains tax
  • Inheritance tax
  • Income tax
  • Self Assessment tax return
  • Property tax 
  • Tax compliance
  • Family business advisory
  • Asset structuring
  • Trusts and estates
  • Non-domiciliary tax issues
  • Tax investigations
  • International tax
  • HMRC enquiries

What is a high net worth individual?

  • HMRC’s view is that anyone with £10 million or more in assets is considered a high net worth individual. 

“At Gravita, we advise on how to strategically organise your wealth and ensure your legacy continues for many years. Your financial situation is one-of-a-kind and we treat you individually to help protect, maintain and enhance what you have.”

- Gary Jackson, Partner

For more information about our Private Client service, click our document below.

Latest Tax Insights

"At Gravita, we advise on how to strategically organise your wealth and ensure your legacy continues for many years. Your financial situation is one-of-a-kind and we treat you individually to help protect, maintain and enhance what you have."

Wealth and high net worth individual partner

GARY JACKSON

Partner

Let’s work together on your growth journey

We work with forward-thinking businesses and entrepreneurs who are going places. Let us join you on your journey.

What makes us different

01

We have high calibre experts. Our team has years of experience and academic backgrounds meaning you’re dealing with seasoned professionals.

02

We’re tech-enabled, but human-led. There are no robots here, just our talented team who use tech to work more efficiently with you.

03

We look beyond the balance sheet. We don’t just do the job in hand, we’ll actively work with you and offer advice to help you grow.

04

We cover everything in the world of accounting. Ranging from everyday financial worries to complex business challenges.

05

We can grow as you grow. Our service is designed so you can scale our team up or down to suit your needs.

06

We understand time is money. It’s why we provide real-time financial data which can help you capitalise on opportunities, plan better and grow faster.