Private Clients

Our services include:

  • Structuring of family investments and finances to ensure tax efficiency
  • Estate planning to help you pass on as much of your wealth to your beneficiaries as possible through the use of reliefs, lifetime-gifting and securing exemptions and nil rate bands
  • Advising on charitable giving and the set-up of charitable trusts for causes that are important to you
  • Working with your existing professional advisers we can review wills and act as executors and trustees
  • Where control and flexibility is required we can advise on the use of trusts for lifetime gifts or on death
  • Financial Planning – Hardcastle Burton Financial Ltd is our sister company that offers a fully independent financial advisory service
financial advice for private clients

We have the experience and expertise to be a trusted partner to your family.

Contact us today so we can help your family protect and enhance their wealth.

Accountant at Hardcastle Burton
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