Arnold Hill & Co are fortunate to have a wonderful array of clients with a broad range of needs beyond the traditional services of tax and accounting compliance. The purpose of the private office is to assist clients with their wider planning and protection issues. Our private office services are aimed at those clients whose affairs can be more complex, multi-jurisdictional and multi-generational. The team will project manage various financial matters to bring about the desired outcomes of each individual client. This is across the provision of in-house and third-party services including tax planning, legal, wealth management and financial protection aspects.

Although the tax advisory services are provided by the in-house technical team, the private office works with panels of external partners, both in the UK and overseas, to deliver legal and financial advisory solutions.

Each member of the team acts for a limited number of clients ensuring that they each have a highly personalised and bespoke service. As a result, the private office team will have an intimate knowledge of their affairs allowing a personalised execution of their planning goals.

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Our Private Office Services Include:

• Cataloguing investments and reporting on family net wealth
• Trans-generational wealth transfer planning
• Managing relationships with custodians of investments and key advisers
• Working with financial advisers to provide adequate protection policies
• Bringing about family foundations and other philanthropic vehicles
• Planning for and forecasting Inheritance Tax and Capital Gains Tax

Find Out More

To find out more about our professional private office services, or to discuss your requirements with one of our team, please call 020 7306 9100 today, or click here to send us a message.

Do you need a team of specialists to focus on your accounting and tax needs? Arnold Hill & Co are a team dedicated to getting things right.