Protecting wealth, mitigating exposure and planning for the future
Private Client Services
Applying proactive thinking to safeguard and grow your personal assets, our approachable team respond to your needs and ensure compliance for that all-importance peace of mind.
Our team of tax experts work with you to oversee all elements of personal tax and self assessment including income tax, capital gains and overseas matters to ensure liabilities are mitigated and compliance is upheld.
With extensive experience and a firm grasp of constantly evolving legislation, our team can assist with all areas of property taxation and stamp duty land tax to enable you to make informed decisions in an ever-changing environment.
Preservation of wealth and assets is as important to us as it is to our clients - we take the time to consult with our clients, consider the whole picture and ensure all options are explored in mitigating exposure and maximising returns both now and in the future.
Adopting a sensitive yet pragmatic approach, our team takes the time to understand the circumstances, ensures the application of available legislation and delivers bespoke planning strategies to preserve the wealth of individuals and their families for the long-term.
Trust planning requires consideration of a range of personal tax matters alongside assessment of suitability based on individual circumstances and, if appropriate, can be an extremely useful tool in preserving wealth for future generations. Our team can support the administration of trusts (both new and existing) ensuring suitability, compliance and that ultimately they achieve their intended goals.
"Since working with Nick and the team at DSA Prospect I have been impressed with their ability to act both proactively when situations arise, and also prospectively taking the time to work with me and plan how I will be best-protected in the future. Given the range of personal financial interests they oversee and advise upon on my behalf, I find their services invaluable."