Home Services Private Clients

Private Clients

Tailored Guidance & Advice for Private Clients & Trusts

You’re never on your own when you’re a client of TTR

We understand the complexity of HMRC legislation and our main aim is to provide a service that cuts through the jargon and eliminates this burden from our clients. Our approach focuses on delivering a personal service that adds value to your circumstance and adheres to your specific requirements.

As a client of Thompson Taraz Rand, you will feel supported by our professional advisers and reassured that your affairs are in safe hands. Our tax-efficient wealth management and capital taxes planning solutions are tailored to your particular situation and needs, fully optimising the financial and tax options available to you and reducing your exposure to inheritance and capital gains tax. If you have a Trust that you need assistance with, we can prepare annual accounts, trust tax returns and planning, and any other administration services including acting as a trustee.

Whether you’re a UK or non-resident, current or prospective landlord, entrepreneur, investor, high net worth or have non-resident or non-domiciled tax issues, we are able to advise on compliance issues, tax planning opportunities, and many other areas. Our aim is to minimise your own and future generation’s tax liabilities and to give you peace of mind that your tax affairs with be dealt with promptly and correctly.

Request a callback.

    01223 461044


    Client Testimonials

    What our clients say

    The tax & accountancy affairs of five members of my family are managed by TTR (starting over 5 years ago) and I can unhesitatingly confirm that we have been both satisfied and appreciative of their patient approach, professional expertise and friendly service.

    When negotiating to move all our affairs to TTR I met with Chris Whiteoak who rapidly familiarised himself fully with all our individual requirements. Subsequently, Chris has dealt with matters both promptly and efficiently and we are very comfortable to have Chris and his colleagues steering us all through the, sometimes dark, waters of our fiscal responsibilities so courteously.

    I have no hesitation in recommending TTR.

    David Sheffield

    I have used the professional services of Thompson Taraz Rand to assist in tax planning and tax return submission, both for the small consultancy company of which I was a director for around 12 years, and also in a personal capacity for my own tax returns up to the present day.  I have been entirely satisfied by the professional advice they provided, allowing the legitimate reduction of tax bills and the planning of tax efficient ways to treat my personal finances.  Their advice has always been timely, well informed, accurate and beneficial and I have been very satisfied with the professional service I have received.  I have no hesitation in recommending their services.

    Sir Jeremy Blackham

    I’ve been working with Thompson Taraz Rand for a number of years and in that time they have always gone out of their way to help me. Chris Whiteoak has a knack of making the most complex tax situations understandable and Lizzie Cossor gets to the heart of any question, coming back with logical answers and more importantly clear options on how to proceed.  I have always felt that they want to help get the best outcome for me and ensure I am comfortable with the process and for that I am very grateful.

    Helen Evans

    I began working with Chris at Thompson Taraz Rand two years ago, after having my Self-Assessment Tax Return filed incorrectly by a previous accountant. My taxes are more complex than most because I’m a US citizen living in the UK. Thompson Taraz Rand take time to answer questions, explain the issues, and give me confidence that things are done right.

    Ellen Faulk

    I have dealt with Chris Whiteoak at TTR in respect of my tax affairs for a number of years.  He is proactive, approachable and extremely helpful and makes these somewhat daunting issues imminently easier.  I would thoroughly recommend this company for any of your accountancy needs.  They are very professional yet friendly and are very willing to help at all times.

    Belinda Holmes-Smith

    Personal Service

    We believe a personal service is a high-quality service, so we ensure regular communication, complete dedication and hands-on management for every client.

    20 years experience

    As an established and trusted firm of accountants for over 20 years, we use our experience to deliver effective financial solutions.

    Bespoke Services

    Our knowledge and expertise allow us to provide a bespoke service that is specifically tailored to your unique requirements.

    Frequently asked questions


    If you have any queries about our private client services, take a look through these frequently asked questions to find out more information or get in touch with our friendly team directly who would be more than happy to help you.

    What Sort of Private Clients Do You Deal With?

    We work with a diverse range of clients, from individuals and private clients looking for a personal tax return service to businesses, trusts and larger multinational companies. Our private clients span a wide variety of sectors including entrepreneurs and investors, high net worth families, non-resident and non-domiciled individuals along with trustees and beneficiaries of trusts and estates. Our team has an in-depth knowledge of managing the tax affairs of company owner-directors within the property, technology and medical sectors, although we welcome clients from all industries. Get in touch today to find out how we can help you.

    How Can You Save Me Tax?

    We have many years’ experience in finding innovative tax solutions for our clients and we have helped a large number of private clients with tax-efficient wealth creation and capital taxes planning. By working closely with you and gaining an in-depth understanding of your tax affairs, we provide specialised solutions to reduce your tax liability.

    Is There Anything You Don’t Do?

    We do not get involved with any high-risk, aggressive tax avoidance schemes. We pride ourselves on offering above-board, innovative and proactive advice on any issues or requests our clients come to us with. Issues that may seem unique to you are most likely familiar to us. If we cannot help, we have access to a group of experienced professionals with specialist knowledge. Get in touch with us today to discuss your requirements with the team.

    Services to help and support you

    Our Other Services

    Tax Consultancy

    Tax Consultancy

    Don’t spend a penny more than you need to in tax with our innovative tax planning, helping to maximise your tax savings and add value.

    Tax Consultancy Services

    Business Services

    Business Services

    No matter the company size or structure, your business affairs are in safe hands with our proactive planning and forward-thinking approach.

    Services for Businesses