Private Client Services
We understand that planning for the future involves not only securing your own financial well-being but also ensuring the smooth transition of your assets to your loved ones. With our expertise in tax planning, we aim to provide comprehensive solutions tailored to your individual needs, helping you navigate the complexities of tax with confidence and peace of mind.
Our private client consultants provide solutions to individuals, families, entrepreneurs and business owners, to compliment the services we offer our clients.
Wills
A Will is one of the most crucial documents you’ll ever sign. It enables you to determine who will inherit your assets upon your death, appoint guardians for minor children, safeguard vulnerable beneficiaries, establish trusts to mitigate inheritance tax, and protect assets for future generations. Our private client consultants offer a bespoke service tailored to our clients’ unique needs. Whether you need a straightforward Will for your UK assets, or a more intricate Will incorporating tax planning or trust structures, we can create a Will that meets your specific requirements and circumstances.
Trusts
Trusts provide a versatile and tax-efficient way to safeguard and distribute your assets. We offer comprehensive assistance on all aspects of trust law, including advising settlors, trustees, and beneficiaries on the governance and administration of trusts. Additionally, we specialize in creating bespoke trust structures to minimize inheritance tax, protect assets, and ensure effective succession planning for future generations. Our expertise also includes the creation of tax-efficient property trusts specifically
designed for property investors and owners of second homes.
Wealth and Inheritance Tax Planning
We have extensive experience in creating bespoke estate plans for families, business owners and both UK and non-UK domiciled individuals. This includes the creation of family investment companies, trust structures either during your lifetime or as part of your Will, along with advising on lifetime gifting and tax planning strategies.
Charity and Philanthropy
For individuals making charitable donations or looking to establish charities and non-profit organisations in the UK or abroad, we offer guidance on the creation, governance, and administration of charitable companies, trusts, foundations, CIOs, and social enterprises. This support can be integrated into your estate planning or pursued as an independent philanthropic endeavour.
Lasting Power of Attorney
Having a Lasting Power of Attorney (LPA) is crucial for managing your finances and making decisions about your care in the event you were to lose mental capacity. An LPA enables you to designate a trusted individual, such as a friend or family member, to act as your attorney, handling your property and finances and making decisions regarding your health and welfare. Creating an LPA can also prevent the need for a potentially expensive and lengthy application to the Court of Protection. We can help you prepare both types of LPA and serve as your certificate provider if needed.
At Dixcart UK, we recognise that every client’s situation is unique, and we are committed to delivering personalised solutions that address your specific objectives and concerns.
Contact us today to learn more about how we can assist you.
See More Tax Services
It is important to ensure that your business is as tax efficient as possible, as well as being tax compliant, and our Surrey-based tax advisers can work with you to ensure that this is the case.
The UK’s tax system is becoming increasing complex. With an increased focus by HMRC on compliance and with penalties of up to 200% of the tax due, ensuring that you are compliant has never been more important.
Dixcart UK is part of the Dixcart Group, with 9 offices in 8 different jurisdictions, and our Surrey-based tax advisers are therefore very experienced in providing international tax advice to both companies and individuals.
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