High Net Worth Individuals

High Net Worth Individuals

Our team has over 45 years’ experience in helping high net worth clients maintain their capital value and manage their income levels to ensure that their lifestyle goals continue to be met. And we can help you too.

We proactively explore the intricacies of the tax legislation to ensure that all reliefs available to you are utilised and that your interests are safeguarded.

We can also assist you with medium and longer-term financial planning to ensure that you, your family, and ultimately future generations of your family, will benefit from your wealth, in accordance with your wishes.

Key Contacts

Barrie Dunning

Client/Tax Partner, Beavis Morgan

View profile
Paul Jackson

Chairman, Beavis Morgan group

View profile

Tax

Tax planning – income and capital taxes
Trust advice and inheritance tax planning

Advisory

Long-term planning to maintain your capital
Short and medium-term planning to maintain income
Financial planning
Wills and estate planning

Please contact Barrie Dunning to find out more about how we can help you and your business.