Our Private Client team helps clients protect their wealth through expert planning and careful tax compliance. From drafting tax-efficient wills and enduring powers of attorney to dealing with HMRC returns, probate, and post-death tax reliefs, we’re here to make complex decisions easier and ensure your wealth is passed on the way you intend. 

Our tax advisors can support you with: 

  • Planning Ahead: Wills, trusts, enduring powers of attorney and gifting 
  • Asset Protection: Business & agricultural assets, family home, nursing care costs, trust wills 
  • Tax Planning: Trusts, capital gains tax, inheritance tax and succession planning 
  • Tax Compliance: Trust registrations, income and capital gains tax computations and returns 
  • Estate Tax Compliance: Estate inheritance tax returns including IHT 400 
  • Estates Probate / Letters of Administration, Court applications & administration accounts 
  • Post Death Tax Compliance & Planning, HMRC tax returns, deeds of variation, IHT reclaims 

Our Tax Planning & Wealth Protection Services

We specialise in tax planning and advising on strategies to help you reduce your tax bill and  plan for your financial future.  To support you, we can advise on a number of ways to minimise your tax bill, including:  

  • Minimising Income & Capital Gains Tax   
  • Inheritance Tax planning 
  • Family Investment Companies 
  • Asset & wealth protection strategies 
  • Wealth structuring for business owners 

Strategies for reducing your tax bill

When devising tax strategies for individuals, we take a tailored approach. By using a range of tax-efficient structures and investment vehicles, we help you make the most of all available allowances and reliefs, ensuring your wealth is protected and your liabilities are minimised. Some strategies we can advise on include:  

  • Using tax-efficient investment vehicles 
  • Family investment companies  
  • Trusts & gifting strategies 
  • Domicile & Residency planning 

Why Choose Wilson Nesbitt for Wealth Tax Planning?

  • Specialist private client tax advisors and solicitors with expertise in high-net-worth wealth structuring. 
  • Proven success in reducing tax liabilities for high earners. 
  • Trusted by entrepreneurs, investors & professionals for strategic tax advice. 

How we can help

Our tax planning team has extensive experience in advising couples, families, farmers, business owners and high-net-worth clients on how to preserve their wealth, and to ensure the financial security of their families for years to come. 

If you would like to speak to our team regarding any tax planning concerns, please contact our tax planning team .