Private client services

Since our launch in 2001, we have developed a particular expertise in dealing with the affairs of private clients, and high net worth individuals and entrepreneurs in particular.

Our commitment to helping them and their family in all aspects of their tax requirements – annual returns, capital gains considerations, wills and inheritance tax planning – is aided by our personal approach to client services.

Understanding what a client’s objectives are allows us to advise on a practical level, helping them achieve their objectives and plan for the future accordingly.

With the tax landscape constantly evolving individuals need to be prepared for both anticipated and unanticipated events. By keeping close to our clients and regularly reviewing strategies, we pride ourselves in ensuring the best course of action is taken

Annual tax compliance need not be a headache. Forbes Dawson can help with all matters including tax returns, calculating tax provisions for statutory accounts, disclosure notes for inclusion in tax returns as well as advising on timely payment advice

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Contact Us

You can use this form to request us to give you a call or if you prefer just leave us a message. Please be sure to leave us a contact number or email address for you and we will get back to you as soon as we can.

Phone
0161 927 9277

Email
office@forbesdawson.co.uk

Address
Station House
Stamford New Road
Altrincham
Cheshire
WA14 1EP