Private Client Services

At Hawsons we provide a variety of private client services for individuals at our offices in Sheffield, Doncaster, and Northampton. Our private client services are tailored to fit each client’s individual needs and goals.

Our experienced tax and financial advisors (wealth management) work together to provide a holistic and proactive service for individuals, under one roof and all year round.

Our expert team provides advice and support on all aspects of personal taxation including the preparation of tax returns for individuals, inheritance tax advice, and capital gains tax advice and other tax advice in respect of trusts and estates. Additionally, our wealth management team offer totally impartial advice relating to all your personal financial needs. Advice for individuals, trustees, deputies, and attorneys, on how to manage your tax affairs, gifting, later life planning including long-term care advice, trusts, and investments.

Private Client Services

We have expertise in all of the following areas:

• Personal tax
• Trusts and estates
• Advice to attorneys and deputies
• Inheritance tax advice and planning
• Investment and portfolio management
• Pensions and retirement planning
• Tax planning, e.g. use of tax-efficient investments and capital gains tax planning.
• International Personal Tax
• Family Investment companies
• Later life advice including long term care

Contact us for a free initial meeting

To facilitate the best quality service establishing a relationship with you is our main priority. This is why we offer all new clients a free initial meeting. This enables us to fully understand you, your finances, and your financial aspirations. Providing you with the correct services and best possible advice is top of our agenda. Our advisors remain up to date with all the latest legislation, so they can assist you with their vast knowledge.

To find out more about how one of the leading firms of accountants, and financial advisors in Sheffield, Doncaster, and Northampton can help you, please contact one of our specialists. We believe in long-term client relationships and proactive advice to guide you through all of life’s financial challenges

To book your free initial meeting, please click here.