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Services to individuals

We advise individuals both indirectly through support to our colleagues at Berg Kaprow Lewis LLP and through taking instructions direct from individuals on a one-off basis. Individual clients include senior executives, expatriate employees, entrepreneurs, property investors, consultants, academics, retirees, divorcing spouses and those of independent means. A number are dealt with in HMRC’s High Net Worth Unit – a specialist department within HMRC set up to deal with the affairs of the 5,000 or so taxpayers with the most complex or substantial personal tax affairs. But regardless of the size and complexity of their affairs, what we aim to deliver to all our clients is taxation advice which is practical, robust, prompt and comprehensible.

Some of the areas in which we have helped individuals have included

Tax mitigation by “income sharing”
Tax-efficient investments
Optimising tax on sales of assets
Entrepreneurs’ relief
Tax-efficient exercise of share options and incentives
Mitigation of tax on marriage breakdown
Estate Planning including wills and IHT planning
Resolution of tax disputes
Tax investigations and disclosures to HMRC
Residence and domicile questions including use of Double Tax Agreements
PAYE and status enquiries

You may also be interested in receiving our email updating service BKL Briefing: click here for more details. And to see if we may be able to help with your tax problem, call us without obligation on 0208 922 9222 or email help@bkltax.co.uk