Private Clients

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Overview


Our team of specialists provide you with a complete view of your personal and business finances. By taking the time to understand you, your financial position and your aspirations we will put you in the best possible place to make the right financial decisions.

People’s priorities change through their life and we are there to help you focus on what is important for the benefit of you and your family, both now and into the future.

Whether you need assistance in dealing with your annual tax compliance, reducing your family’s exposure to Inheritance Tax, or utilising trusts for wealth protection, our friendly, experienced team can provide you with clear, straightforward advice.

Personal Taxes

Our team will take away the headache of dealing with your annual taxation compliance. We will also ensure you consider organising your affairs to minimise your annual tax charge.

  • Income tax – Ensuring you understand genuine opportunities to mitigate your ongoing income tax charges allows you to maximise both your disposable income and your ability to provide for your family’s future. Each year we will review your affairs to ensure that you are making use of available allowances and have structured your income in the most tax efficient way.
  • Inheritance Tax – Without any planning your family could lose up to 40% of any assets you leave them.
  • Capital Gains Tax – The disposal of assets can give rise to a capital gains tax charge. Taxable disposals not only arise on the sale of assets but can also arise on the gift of assets.
  • Tax compliance – We understand that our clients lead busy lives and finding time to deal with your tax compliance is often difficult and not a priority. We remove the stress from tax compliance and ensure our client’s exposure to penalties, surcharges and interest is minimised. We have a flexible approach to communication which allows our clients to communicate and provide information using their preferred method, including email, secure portal or traditional postal service.

Private Client Advisory


Because we take time to get to know our Clients, when they come to review their assets and income streams, draft or review wills or consider selling or gifting assets we can provide them with bespoke advice which is best placed to help them achieve their objectives.

Family Wealth Preservation


We assist our clients in understanding their family’s business and personal assets. We provide the relevant information and advice to empower our clients to make important decisions in relation to the short and long term transfer of assets from one generation to the other. We will work closely with your other professional advisors to ensure that you receive the best possible advice in a joined up manner.

Trusts


One sticking point for clients when considering planning for the future is uncertainly. Trusts can often provide the solution as they can assist with shielding family wealth from erosion, enable a gift to be made whilst retaining control of the asset and provide protection and support for vulnerable individuals.

Get in touch

JW Hinks LLP
19 Highfield Road, Edgbaston,
Birmingham B15 3BH

Phone: +44 (0) 121 456 0190
Fax: +44 (0) 121 456 0191
Email: info@jwhinks.co.uk