Private client tax services and family wealth services
Protecting your wealth. Planning your future. Supporting your family.
At Moore South, our dedicated team specialises in private client tax and family wealth planning, working closely with individuals and families across Chichester, Guildford, the Isle of Wight, Salisbury, and Southampton. Whether you’re preparing for retirement, managing intergenerational wealth, or navigating complex tax matters, we’re here to provide expert guidance tailored to your circumstances.
A personal, proactive approach
Working with us means building a relationship with trusted advisers who take the time to understand your family dynamics, financial goals, and long-term ambitions. We’ll help you develop a cohesive wealth management and succession strategy that gives you peace of mind today and protects your legacy for tomorrow.
Our private tax and family wealth services
- Tax return compliance and advice – we ensure your tax returns are completed accurately and submitted on time to HMRC. Working with us means building a relationship with trusted advisers who take the time to understand your family dynamics, financial goals, and long-term ambitions. We’ll help you develop a cohesive wealth management and succession strategy that gives you peace of mind today and protects your legacy for tomorrow.
- Retirement planning – planning ahead for your retirement is essential. We’ll help you evaluate your options, maximise tax efficiency and structure your finances to support the retirement lifestyle you envision.
- Inheritance tax (IHT) planning – minimising inheritance tax and protecting your family’s wealth are at the heart of our private client tax services. We help you implement effective IHT strategies that preserve value across generations.
- Trusts and estates – We provide expert advice on setting up and managing trusts. Our team takes time to fully understand your personal, financial, and business circumstances to ensure your estate planning reflects your goals and values.
- Family Investment Companies (FICs) – For families with significant wealth to invest (typically £1 million+), Family Investment Companies can offer control, tax efficiency, and flexibility. We can help establish and manage your FIC structure in line with your investment and succession strategy.
Local expertise, national strength
With offices in Chichester, Guildford, the Isle of Wight, Salisbury, and Southampton, Moore South brings local insight and face-to-face support, backed by the strength of the national Moore UK network. Whether you’re navigating UK tax law or international family wealth considerations, we have the experience and reach to support you.
Download our private client tax fact sheet
