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Private Clients

Introduction

There are many professional service firms who dedicate the majority of their resource into corporate work leaving private clients feeling 'second best'.

At the RPG Group, private clients form an important part of our business model and so we have qualified Tax Advisers and Financial Planners ready to assist in:

  • Completion and submission of Tax Returns
  • Dealing with the Inland Revenue
  • Ensuring all taxes are properly mitigated
  • Carrying out high level financial planning reviews

Approximately 12 years ago we recognised that in order to look after the long term interests of our clients we need to be able to offer financial planning and financial services which are delivered to reflect our core ethos of long term relationships.

This service is delivered through our fellow subsidiary, RPG Consulting Limited which is regulated by The Financial Services Authority and, as such, has its own website, please follow the link here.

Royce Peeling Green Limited is regulated for a range of investment business activities by the Institute of Chartered Accountants in England and Wales.

Royce Peeling Green Limited is not authorised under the Financial Services and Markets Act 2000 but we are able in certain circumstances to offer a limited range of investment services to clients because we are members of the Institute of Chartered Accountants in England and Wales. We can provide investment services if they are an incidental part of the professional services we have been engaged to provide.

Private Clients

 

Private Client Advisory Services

Tax planning is a core part of our service. We aim to deliver commercial and robust tax planning solutions that are tailored to your requirements and take into account your personal and family circumstances and wishes.

Our services include:

  • Planning for the shareholders of owner managed or family businesses including succession issues, entrepreneurs relief, transfer and repurchase of shares and the tax aspects of shareholder wealth
  • Advice on the tax aspects of wealth management, pensions and investments
  • Advice and compliance services in connection with trust structures both here in the UK and abroad
  • Capital gains tax planning on privately held assets
  • Advising on the tax aspects of international arrangements including non domicile planning, the tax issues of coming to or leaving the UK and the UK tax aspects of transferring or acquiring assets abroad
  • Inheritance tax planning covering probate, wills and structures / advice to mitigate inheritance tax charges
  • Advice to partners on the personal tax aspects of their partnership arrangements

For further information please contact the tax team at Royce Peeling Green on 0161 608 6000.

Tax Returns

 

Private Client Tax Services

Private clients sit at the heart of our business and as tax legislation becomes increasingly more complex we offer a cost effective and efficient tax return service that takes away many of the issues of dealing with HM Revenue & Customs.

Our services include:

  • On line tax return preparation and submission
  • Advice regarding the timing and amounts of tax payments
  • A team of experienced tax professionals who will act as your agent when dealing with HMRC
  • Dealing with all aspects of correspondence, enquiries and tax compliance with HMRC
  • Access to a tax enquiry fee protection service

We aim to deliver:

  • A reliable, efficient and cost effective tax return service
  • Tax savings through spotting and raising planning opportunities with you and identifying areas where you may have risk
  • A dedicated point of contact
  • Help and advice with your tax affairs throughout the year
  • Access to a team with the necessary skills and expertise to deal with all aspects of your tax affairs

For further information please contact the tax team at Royce Peeling Green on 0161 608 6000.

Tax Planning

 

Personal Insolvency

These are difficult times for personal clients, with high unemployment and restricted credit facilities. At RPG our insolvency team comprises of qualified Insolvency Practitioners and Chartered Accountants able to deliver:

  • A free of charge review of your personal finances including, if relevant, unlimited liability business interests
  • A realistic plan for submission to your creditors reflecting your unsecured debt liabilities over a period of years
Personal Insolvency

 

Divorce

Our services include:

  • Reports from qualified Chartered Accountants analysing the financial positions of the respective parties which can be used by instructed solicitors
  • Access to Chartered Accountants who have provided evidence in person to Court
  • Access to qualified tax professionals who will ensue that the tax implications of any settlement are fully understood and, where possible, the cost is mitigated
  • Access to pensions expert with suitable qualifications on pension splitting in divorce

We aim to deliver:

  • An initial free of charge no-obligation meeting
  • A cost effective service with fixed price quotes
  • A service tailored to your individual needs and circumstances
Divorce

 

International Services

In an ever smaller world, it is important for our clients that we are able to access professional advice all over the world.

We are members of DFK International, a major worldwide association of independent accountancy firms and business advisers.

For more information please visit the DFK International website.

International Services

 

Site Map

An independent member of DFK International, an association of independent accounting firms and business advisers visit www.dfk.com
© Royce Peeling Green Ltd 2014. All rights reserved.
Registered to carry out audit work in the UK Ireland and regulated for a range of investment business activities by the Institute of Chartered Accountants in England and Wales.
Royce Peeling Green is a limited company registered in England and Wales with registered number 04816267.
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