Private Client Services

Maximize your human resource efficiency with valuable training and guidance from us.

Private Client Services

Personal tax planning and wealth management are increasingly complex areas where expert advice can deliver significant long-term benefits for you.

Our focus on open and trusting relationships means many individuals, owner-managers, directors and senior executives rely on Muhammad Ahmad & Co to protect their personal wealth and plan their financial future.

We have specialist teams who provide personalized advice covering all aspects of personal tax, wealth management and estate planning.

ACHIEVING LONG-TERM FINANCIAL GOALS

Regular financial reviews monitor progress against your long term financial goals and ensure tax liabilities are minimized.

We work with a significant number of family-owned businesses, often through successive generations, and have in-depth experience of the issues and difficulties that can arise with areas such as succession planning.

Many owner-managers are assisted with their forward planning for eventual sale or handover of their businesses as their near retirement.

Inheritance tax planning and options, including lifetime gifts and trusts to minimize tax liabilities for beneficiaries, are also provided.

MINIMISING TAX EXPOSURE

In addition we are well-placed to provide expert advice on expatriate tax issues for executives and employees being transferred or simply working outside of their home country.

Areas of expertise include structuring of offshore assets and remuneration packages along with the protection of foreign assets from inheritance tax.

We can advise on the reporting requirements for holdings in investments held outside of home countries.

PRIVATE CLIENT SERVICES INCLUDE:

• Regular financial reviews
• Advice on tax efficient investments and pensions
• Income tax and capital gains tax planning
• Partnerships tax advice and compliance
• Advice on tax efficient use of trusts
• Inheritance tax planning
• Succession planning in family businesses
• International tax planning for those with domicile or non-domicile status