A SERVICE AS INDIVIDUAL AS YOU ARE
Private Client
Your personal financial matters are just that – personal. We’ll work with you to understand and empathise; we’ll provide sound, sensitive advice you can trust.
OUR SPECIALIST Private Client SERVICES
The relationships we build are personal ones but each is underpinned by decades of varied experience with private client service, personal tax and trusts. However complex or sensitive your circumstances are, you’ll receive clear explanations without confusing jargon.
We specialise in helping high and ultra high net worth individuals and families, including intergenerational families and trusts. Many of our client relationships have been built over generations. We develop plans to create, manage and preserve wealth between generations, including realising value from land and property.
Our expertise also includes advising non-resident and non-domiciled individuals, as well as UK domiciled and resident individuals.
Protect your estate with a will
We can help you set up a will to protect your assets should the worst happen. Once you’ve filled in some basic details, we’ll be in touch to discuss how to protect your estate.
Once you’ve filled in some basic details, we’ll be in touch to discuss how to protect your estate.
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Our partners are actively involved, taking a continuing interest in your finances and giving you access to their expertise. At the same time, you are a client of the entire firm.
Our specialists in wealth management, inheritance and probate services are pleased to support our private clients and help find the most efficient answers to your tax planning concerns.
who we're trusted by
OUR SPECIALIST TEAM ARE HERE TO HELP YOU ON YOUR Private Client
OUR TEAM
Talking Tax: Inheritance tax
Geraint Jones, BKL's Head of Private Client Tax, gives an introduction to inheritance tax (IHT).
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