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Private clients

We provide bespoke tax and estate administration and planning services for individuals, families, trusts and estates across many generations. Our service is focused on providing tax-efficient business and personal advice designed to save you tax and give you peace of mind.

Our services include:

  • tax returns (self-assessment)
  • capital gains tax and inheritance tax planning
  • tax efficient extraction of profits from companies
  • tax planning for non-UK domiciled or resident individuals
  • use of trusts for tax and wealth planning

Trusts and estates

When it comes to inheritance tax on personal wealth, family businesses and investment portfolios you need specialist advice. We have developed a proactive approach to tax and succession planning focused on understanding your goals and implementing timely planning.

We are involved in advising executors in aspects of estate administration, working closely with solicitors to ensure that compliance matters are completed efficiently.

Estate planning is not solely about tax and we adopt an integrated, common sense approach, helping to ensure your own financial needs are met while maximising the amount available to pass on to your heirs.

Our tax team includes chartered tax advisers and trusts and estates practitioners.

Our tax partner Masum Ahmed is the immediate former chair of the Kent Society for Trust and Estate Practitioners.

Key contacts

Masum Ahmed
Tax Partner

Steve Metcalf
Tax Director, Private Clients

Darshika Baleswaran
Team Leader, Tax

Contact our team

Latest articles

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McBrides Accountants Spring Budget 2023 analysis presentation
Webinars

Spring Budget 2023 analysis webinar

As a general consensus the spring budget was described as 'steady as she goes'. However there were some interesting items relating to pensions that…
March 16, 2023
McBrides Accountants Autumn Statement 2022 analysis
Webinars

Autumn Statement 2022 analysis webinar

In this on demand Webinar, McBrides Tax Partner, Masum Ahmed, and Tax Director, Stephen Metcalf, make sense of the Chancellor's autumn statement and what…
November 21, 2022
McBrides Chartered Accountants LLP