Private Clients

BTG Financial Partners takes a holistic approach to private clients’ financial affairs in order to remove the worries and time pressures created by our current tax system. Client requirements are diverse, and whilst we frequently look after entrepreneurs seeking the most tax-efficient way to dispose of a previous venture or start up a new one, we also provide tax advice and planning to Senior Executives to reduce their overall exposure.

We assist wealthy people and their families in dealing with succession issues, and advise individuals and companies when Her Majesty’s Revenue & Customs raise a local enquiry – or, in more serious cases, a specialist enquiry. Where clients are owner-managers, corporate and personal tax issues frequently overlap. BTG Financial Partners have the knowledge and experience to ensure that these matters are coordinated in the most effective manner.