As with all our services, we appreciate that every client is an individual and the level of service required will vary greatly from person to person. Due to this, we arrange an initial meeting to ascertain your individual needs and design a fully bespoke service to ensure these needs are met in full and at a reasonable cost.
Our private client portfolio ranges from individuals letting out a single property to large trusts with multiple beneficiaries and significant investments.
Our specialist team works with high net-worth and ultra high net-worth individuals, families and trusts. Together with business contacts in the legal and investment professions, Sowerby can ensure that our clients’ affairs are structured in the most efficient way.
We deliver a comprehensive set of services including dealing with all regulatory matters on behalf of our clients and have specialists in all areas of taxation including income tax, capital gains tax and inheritance tax.