Private client

Expert Tax & wealth advisory for Individuals & Families

Our Private Client team delivers specialist tax, accountancy and wealth planning tailored to the complexity of your affairs.

Our Expertise

Individuals at the heart of what we do

Few accountancy firms place individuals at the center of their offering. At BC&A, Private Client Services is a core specialism, not an afterthought. We partner with high-net-worth individuals, families, entrepreneurs, trustees and executors to handle the layered financial lives most people don't have to think about.

Whether you're managing family wealth, a complex investment portfolio, property holdings across multiple jurisdictions, or the tax position that comes with selling a business, we provide technical depth and a long-term relationship. Our advisers take a proactive view of your wealth, not just a reactive one at year end.

How We Help

Joined-Up Advice For Complex Personal Affairs

Our private client specialists support high-net-worth individuals, business owners, landowners, trustees, non-residents and internationally mobile clients. We bring together the tax, accountancy and wealth planning sides of your life into one coherent strategy, not a collection of disconnected advice.

That includes personal and partnership tax returns, trust and estate compliance, cryptocurrency reporting, capital gains planning across property and investments, and inheritance tax strategy across generations. For clients with international interests, we advise on UK residency, double taxation relief, and the tax implications of emigrating or returning to the UK.

For clients with significant property portfolios, we handle buy-to-let and furnished holiday let planning, SDLT, and the incorporation analysis that determines whether holding property personally or through a company serves you better. And for everything else that doesn't fit neatly into a category, like divorce planning, HMRC investigation support or Family Investment Company structuring, we bring the same attention to detail and technical depth.

    FAQs

    Questions From Private Clients

    Can't find what you're looking for? Our team is always happy to have a no-obligation conversation.

    Do you work with internationally mobile clients?
    Yes, regularly. We advise on UK residency, double taxation treaty relief, emigration and immigration tax planning, and the tax position of non-resident landlords and expatriates.
    Yes. This is one of our core private client specialisms. We advise on lifetime giving, trusts, Family Investment Companies, Business Property Relief and how to coordinate estate planning with your legal advisers.
    Yes. HMRC now requires detailed reporting on crypto disposals, staking, mining and airdrops. We help clients calculate their position accurately and stay ahead of reporting deadlines.
    Yes. Bringing everything under one adviser is exactly where we add the most value. Coordinated advice across your business, property and personal positions almost always produces a better tax outcome than handling each separately.
    A Family Investment Company is a private company used to hold family assets and transfer wealth across generations in a tax-efficient way. It's not right for everyone, but for clients with substantial wealth and longer-term succession plans, it can be a powerful alternative or complement to trusts. We run the analysis and advise accordingly.
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    Discover How BC&A Can Support You

    At BC&A, we go beyond conventional professional services, working closely with businesses, charities and individuals as a trusted long-term partner.

    Our approach is tailored, not generic — focused on understanding your objectives and helping you improve resilience, efficiency and decision-making with confidence.

    BC&A team supporting clients
    Trusted long-term partner