Our private clients come to us for assistance for a range of personal tax affairs to help them manage their personal wealth. Whether it is moving finances into Trusts and Estates to preserve wealth to pass onto your family, or mitigating tax liabilities; our expert private client services team are ready to assist you. 

Our Personal Tax services include:

  • Inheritance Tax planning including children and spouses
  • Planning for retirement and business succession
  • Wealth preservation
  • Reducing tax liabilities
  • Self-assessment
  • Capital allowances
  • Stamp Duty Land Tax (SDLT)
  • Trusts and Estates
  • Tax investigations
  • General tax planning

Are you ready to speak to a Director?

Richard Bonnello manages our private clients department; with over 50 years’ personal experience in the field, you can rest assured you are in very safe hands. Contact Richard on 0115 964 8864 email richardb@rwbca.co.uk for a free, no-obligation consultation.

Richard Bonnello

0115 964 8864

Other useful resources

Self Assessment forms and helpsheets

help sheets from GOV.UK

Tax Help

tax help and guidance from GOV.UK