Private Clients

Our private client service combines the expertise of our taxation and trusts team with comprehensive personal financial planning. From preparing a tax return to complex investment strategies, our advice is totally independent and is based on our access to the whole market to find the best products and services to meet your personal financial needs and aspirations.

“For the individual who needs help with personal taxation and financial planning.”

Services We Offer

We offer a personal tax service that ensures that the individual completes their tax return correctly and makes the most of their tax saving opportunities. The financial services include protecting, growing and investing your wealth.

Tax Services for Private Clients

We provide a wide ranging tax compliance to support our clients, either on a routine basis or on an ad hoc project basis. The world of tax compliance changes constantly.

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Trustee Services

The duties and responsibilities of being a trustee are considerable. We provide a fully independent and impartial trustee service.

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Trust Review

The Trustee Act 2000 obliges Trustees to ensure Trust assets are invested appropriately, tax efficiently and regularly reviewed. Learn more about our Trust review service at Ward Goodman.

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Financial Planning

We provide independent financial advice to a wide range of clients which includes private individuals, businesses and trustees.

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Private clients

Tax planning at Ward Goodman means assessing individuals’ circumstances, using legislation and looking forward in order to take advantage of changes.

The ability to offer a comprehensive service with integrated tax and financial planning gives clients the opportunity to plan their financial and tax affairs and make the most of their financial resources. Using experts to create and refine a financial plan gives clarity of outcome and leaves less to chance.

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Head of Private Client

David Lapthorn is senior Director leading the team in advising private clients on personal financial and tax planning, protecting, growing and investing your wealth.

As a tax and trust specialist David is able to review individual and family wealth protection and offer planning advice to all generations. With the support of a team of tax and financial planning professionals he can deliver solutions associated with taking a holistic view of family finances.

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David Lapthorn - Board Director at Ward Goodman

Book a Meeting

If you would like to discuss further, please book a meeting with an experienced member of our team. Simply let us know when’s best for you and we will get in touch to arrange a suitable time.

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