A SERVICE AS INDIVIDUAL AS YOU ARE

Private Client

Your personal financial matters are just that – personal. We’ll work with you to understand and empathise; we’ll provide sound, sensitive advice you can trust.

OUR SPECIALIST Private Client SERVICES

The relationships we build are personal ones but each is underpinned by decades of varied experience with private client service, personal tax and trusts. However complex or sensitive your circumstances are, you’ll receive clear explanations without confusing jargon.

We specialise in helping high and ultra high net worth individuals and families, including intergenerational families and trusts. Many of our client relationships have been built over generations. We develop plans to create, manage and preserve wealth between generations, including realising value from land and property.

Our expertise also includes advising non-resident and non-domiciled individuals, as well as UK domiciled and resident individuals.

Protect your estate with a will

We can help you set up a will to protect your assets should the worst happen. Once you’ve filled in some basic details, we’ll be in touch to discuss how to protect your estate.
Once you’ve filled in some basic details, we’ll be in touch to discuss how to protect your estate.

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Our partners are actively involved, taking a continuing interest in your finances and giving you access to their expertise. At the same time, you are a client of the entire firm.

Our specialists in wealth management, inheritance and probate services are pleased to support our private clients and help find the most efficient answers to your tax planning concerns.

who we're trusted by

OUR SPECIALIST TEAM ARE HERE TO HELP YOU ON YOUR Private Client

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OUR TEAM

Talking Tax: Inheritance tax

Geraint Jones, BKL's Head of Private Client Tax, gives an introduction to inheritance tax (IHT).

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FIND OUT HOW OUR TEAM OF SPECIALISTS CAN HELP YOU

“My company has been represented by BKL for over five years. The quality of tax accountancy advice has saved - and made - my family a great deal of money over the years”

Giles Pittman
Smarter Developments Ltd

Private Client INSIGHTS

Hague: vague? Discovery assessments

In many ways, the facts in the case of Steven Hague [2024] UKFTT 139 (TC) were no different from...
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Primeur, Part Three: the faces of carelessness

This is the concluding part of our trilogy looking at aspects of the decision of the First-tier Tribunal (‘FTT’)...
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Myfanwy Neville speaking at IFGS and Digital Accountancy Show 2024

With her blend of accounting & sustainability expertise, Our Head of Sustainability Myfanwy Neville is a voice worth hearing…...
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NICOLA HALL

BILSHAN MENSAH

Sam Inkersole

In 2022, Sam won the Taxation’s Rising Star award at the Taxation Awards in and was named in the Accountancy Age 35 Under 35.

Jon Wedge

While Jon’s client work focuses on the financial services sector, he also oversees the firm’s assurance service, as well as supporting the trainees following in his footsteps.

ELANA DIMMER

Elana joined us in 2017 as an ACA trainee, after graduating from Durham University where she had studied languages. She is now a manager in our assurance team.

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