Private Clients
DFO consulting’ private client business provides a holistic approach to the management of your personal financial affairs, to help you protect and maximise your wealth. Our advisory team can help you achieve this through relationship-based advice in line with your personal philosophies and objectives.
We provide specialist tax knowledge to help you minimise or mitigate any tax liability and help you reduce the burden of additional paperwork. Whether you are self-employed, a business partner, company director, a pensioner or an individual with complicated tax matters, we can take care of the following:
- Personal tax computation
- Income tax return preparation
- Capital gains tax planning
- Tax-efficient investments
- Retirement planning
- Savings
- Mortgages and loans advice
- Wills and inheritance tax planning
- Protection against death or illness
- General insurance
- Trusts
For more information on any of the above, please contact us.