Personal tax advice for high net worth individuals and families

Shipleys Tax provides comprehensive personal tax planning for private clients — from inheritance tax structuring and wealth protection to property tax and succession planning. We work discreetly and personally to protect what you have built.

Inheritance Tax Planning

With careful planning, many families can substantially reduce or eliminate their IHT exposure. We review your estate, identify planning opportunities and implement a practical strategy that protects your legacy.

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Wealth Management & Protection

Personal wealth management aligned with your tax position. We coordinate investment strategy, life planning and protection so your financial affairs work as one integrated whole.

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Property Tax

From buy-to-let tax efficiency to incorporation strategies and SDLT planning, we advise private clients on all aspects of property tax — protecting returns and managing exposure across your portfolio.

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Personal Tax Planning

Bespoke income tax, capital gains and non-dom advice for individuals and families. We take time to understand your full financial picture before recommending a strategy that is right for you.

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Speak to our private client team

Contact Shipleys Tax to arrange a confidential discussion about your personal tax and wealth planning.

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