Private Client Services

Maximising your assets and protecting your loved ones with specialist advice.

  • Private Client Services

Specialist services

Private Client Services is a team of specialist advisers with expertise in tax, trusts and succession who are dedicated to helping you meet your goals effectively, efficiently and sensitively.

Taking control of your legacy

Wills

Trust set up
and administration

We’ll help your estate pass to the people you care about

We’ll help you protect and set aside some money for the people you care about whilst maintaining some control over it

Peace of mind

Powers of Attorney

Probate administration

We’ll ensure that your affairs can be looked after properly if you can’t do that for any reason

By letting us handle the administration, you can minimise stress for your loved ones at an otherwise difficult time

Tax efficiency

Helping you reduce the inheritance tax bill you could be leaving your family

Making sure you correctly report your tax affairs to HMRC

Making use of available tax reliefs and allowances

We’ll work on a plan to make sure you don’t pay more
tax than you need to

Your personal service

We’re committed to maintaining the highest standards of technical knowledge. Our senior advisers are all either fully STEP (Society of Trust and Estate Practitioners) qualified, one of the highest endorsements of technical expertise in their field, hold law degrees or are experienced accountants.

Private Client Services can be used as part of your holistic financial planning with an 1825 Financial Planner, or as a standalone service.

How charges work

We provide a high-quality, cost-efficient service. By aligning one senior and one junior individual to your case, we ensure that every element of work is completed at the lowest possible cost to you.

The ultimate cost will depend on the complexity of your situation, and will be in addition to any 1825 financial planning fee. Private Client Services advisers charge an hourly rate so that you can be confident that the cost will directly reflect the amount of time we spend working with you.

Rates are up to £200 per hour and we will provide an estimated cost once we’ve discussed your needs with you.

What our clients say

I would like to thank you for your pleasant and helpful manner when answering my questions and the efficient attention you gave to Lily’s estate. For most of her life Lily was a very organised person with high standards, and she would be pleased to know that her money was dealt with so well.

Mrs P Millray.

Contact us to get started

Our tax, trust and estate planning specialists work with clients across the UK.
Contact us on 0113 228 0900 and ask to speak to one of the PCS team, or email us. 

 

Call charges will vary.
Please remember not to send sensitive information by email.