Private client tax
Wealth Planning
“How do I make my wealth more tax-efficient?”
Eton Rose Consulting offers bespoke advice for individuals, entrepreneurs, business owners and high net-worth individuals.
Personal taxation has never been so complex. With changes to legislation, increased scrutiny from HMRC and continuously evolving family circumstances (marriage, divorce, school and university fees, retirement and long-term care), staying on top of your tax and financial affairs is more important than ever.
Our approach
Our Private Client Team works with high net-worth individuals, entrepreneurs, business owners and senior executives to provide advice and guidance that fits with your lifestyle and helps you achieve your aspirations.
We understand each client is unique – so we manage your wealth, provide you with relevant tax advice and help you plan for your future in a way that is bespoke to you.
Our Services
Eton Rose Consulting can offer services to our clients which includes:
Tax-efficient structuring including advice on residency and domicile
Estate planning and wealth succession
Dispute resolution
Lifetime cash flow analysis
Advice on the tax and financial impact of transactions and significant lifetime events (such as retirement)
Tax assurance including filing tax returns and advice on making considered disclosure to HMRC.