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Clear & Lane Chartered Accountants & Business Advisors
Clear & Lane Financial Services Limited

Private Individuals

  Download Private Client Services Fact Sheet

At Clear & Lane we work very hard to ensure that the tax clients pay is kept to a legal minimum, if it can’t be avoided altogether. Indeed, we go far beyond that and look at their personal aspirations for income, capital, lifestyle, retirement, family and succession to ensure that their affairs are planned to minimise the effects of taxation.

Quick Links: Wealth Planning • What is your definition of Financial Success?

Our Private Client Service is tailored to the individual and provided by specialists in a multi-disciplinary team, including our financial services experts. Clients are looked after by a lead partner who will oversee the work undertaken on their behalf.

Clients are particularly concerned by a range of personal taxes and the burden of tax compliance. Capital Gains Tax Inheritance Tax Residence & Domicile Tax Returns & Tax Payable.

A vital part of the work undertaken by Clear & Lane focuses on managing wealth for individuals and families to protect their financial concerns. The current structure of your affairs can have an important effect on the future wealth of your family.

Clients include high net worth individuals, directors of businesses, family trustees and other private individuals for whom we provide tailored and appropriate solutions for their individual financial situations. We work closely with our clients to assist them in managing the full range of personal taxes, looking at financial services and financial planning and the use of trusts as a part of overall wealth management.

Our tax department works alongside clients, preparing all the relevant returns and ensuring they get all the relief available as well as providing up to date advice relevant to your needs. They include ex-HM Revenue & Customs staff so, as well as having the necessary technical knowledge, they also have an in depth understanding of the authorities working practices and procedures. Our friendly, practical, expert advice in this constantly changing field will be of great value to you.

In summary

The role of “trusted adviser” is not only important when dealing with our clients, but also with their families. Our clients naturally wish to organise their financial affairs to achieve tax efficiency in meeting their own personal objectives. We are delighted that private clients form such an important part of our practice. We provide bespoke tax and financial planning advice for individuals, families and trusts and work closely with our clients to ensure that they receive a confidential, responsive and personal service.

Key areas of Advice for Personal Tax Clients

For further information about out Private Client Services, please speak to Jim Reece our Tax Partner on 0116 261 0061 or email him directly at jimreece@clearandlane.co.uk