Private Client

Whilst Bessler Hendrie has always specialised in advising the owners of our OMB clients on all aspects of their financial and taxation affairs, we recognise that as the taxation landscape evolves our clients require further specialised advice regarding their personal taxes, how to manage family money and how to pass on the business or family wealth to future generations.

During our lives, our personal circumstances change, as do those of our loved ones.  There are the happy occasions, such as the birth of our children and grandchildren, and we want to help provide for these.  There are also the sad occasions that we don’t want to plan for, but sometimes have to contemplate, such as divorce or death.

Private client work covers the whole breadth of personal taxes including tax health checks, retirement planning, inheritance tax planning, advice on the use of trusts and also cross-border taxation.

Working together with your lawyers, bankers and financial advisers, we are there to help you work through your options and find the solution that suits you and your family best. To find out more please contact us.