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Private client and family wealth

The team at RSM can help you plan for all eventualities in your and your family’s finances. As succession planning, tax and compliance requirements become more complex, our dedicated advisers can help protect your family’s wealth. We’ll take the time to build a strong relationship with you and get to know you and your family’s circumstances and needs. We’ll then develop a plan that’s uniquely tailored to meet your needs.

Effective tax management plays an important role in protecting family wealth, often a priority for most people, especially those with significant assets.

We offer a holistic service to our private and family clients. Our experts can advise you on every aspect of your personal taxes, including navigating your income and capital gains tax, understanding your wills and inheritance tax (IHT) planning and dealing with your annual self-assessment tax return, while working closely with your other legal and banking advisers.

Our private client team will cast light on issues you might not have considered and make sure your wealth is held in the right way for you. We’ll regularly review your tax management strategy, adapting it to both expected and unexpected changes in circumstance and ever-changing tax legislation.

Our clients typically include:

Our services include:

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Annual compliance service

Our experts can advise you on every aspect of personal tax.

Annual compliance service

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Business asset disposal relief

Advance planning is vital to help avoid costly mistakes when selling a business, business assets or shares in a trading company.

Business asset disposal relief

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Capital gains tax

Capital gains tax applies more broadly than many realise. Consult with RSM before selling anything of avoid a shock.

Capital gains tax

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Inheritance tax

Planning ahead is the best way to minimise inheritance tax.

Inheritance tax

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Non-UK domiciled individuals

Although the rules on non-UK domiciled individuals have been tightened, tax savings can still be made. RSM can navigate this for you.

Non-UK domiciled individuals

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Pension planning

Our advice will help you obtain maximum tax relief and ensure a more comfortable retirement.

Pension planning

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Residential property tax

Whichever capacity you invested in property, tax issues you face can be complex. We can help manage your position.

Residential property tax

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Trusts

We can provide a wide range of services for your family trust.

Trusts

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FamilySight® - family office management

A proprietary, cloud-based technology platform designed to centralise and manage data for family offices.

Explore our FamilySight offering

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Private Client Compass

Navigate the tax landscape with our expert guide, offering a range of ideas tailored to your unique circumstances.

Explore Private Client Compass

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