Over our 120 year history, Dixon Wilson has built up a strong reputation as a leading provider of tax, accountancy and advisory services to private clients both in the UK and internationally. 

The success of our private client practice is based on our commitment to building long-term relationships with our clients through delivering technical expertise and high professional standards combined with a friendly, partner-led service.

Our partners and staff have a wealth of experience advising individuals and families, many of whom have complex financial structures.  These often involve several generations with differing income requirements, assets and strategic objectives, sometimes across multiple jurisdictions.

Here are some of the services we provide to our clients:

Taxation

We offer practical and tailored advice on all aspects of taxation, including inheritance tax and capital gains tax.  Capital tax planning is the principal focus for many of our trust clients. 

We provide a cost-effective tax compliance service. 

In addition, we assist clients with complex tax affairs, who are undergoing an enquiry from HMRC. 

To find out more, visit out taxation services page.

Businesses and their owners

We act for a diverse range of businesses and their owners, helping with issues such as the extraction of wealth from the private company to its shareholders, share valuations, remuneration planning including executive pension schemes and share option schemes.  We often work with families who control substantial private companies, and also for the directors and shareholders of large companies who recognise the benefit of an independent view. 

In addition, we advise on the availability of Business Property Relief for inheritance tax purposes and, where appropriate, negotiate with HMRC.  We advise on the impact for shareholders and the associated planning opportunities.

For more information about our entrepreneurial services, and to find out how we help our corporate clients, visit our corporate page.

Trusts

Dixon Wilson has a strong trust practice involving all aspects of the taxation of trusts, as well as accounts preparation and administration.  Our partners often act as professional trustees and we have two offshore trust companies for the exclusive use of our clients. 

To find out more, visit out trustee services page.

Landed estates

Dixon Wilson acts for over 100 rural and urban estates throughout the UK, working with owners, trustees and advisers.  Our clients often seek advice on retaining their core estate including house and contents, for the benefit of future generations.

To see how we could help you with your landed estate, visit the landed estates page.

Tax planning for non-doms and foreign residents

We specialise in providing advice to non-domiciled clients, many of whom have considerable offshore assets and complex ownership structures.  We provide advice at all stages: from planning for an individual's arrival in the UK through long term residence, the acquisition of a deemed domicile and eventual departure from the UK.

To find out more, visit our Non-doms page.

Financial advice

Dixon Wilson assists clients in the process of selecting and appointing independent investment advisers.  Working with clients, we monitor investment performance, aid in the implementation of policy changes and advise on charges and terms of appointment.  We regularly review our clients’ pension and life insurance arrangements and work with authorised financial institutions and advisers. 

To find out more, contact us on +44 (0) 20 7680 8100.