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Private Client Tax Services


Working with us, we will help you to develop a cohesive management and succession strategy.

At Moore (South) we have a dedicated private client tax team that work closely with family members to ensure that they have full understanding of the issues that could effect their wealth. 


  • Tax returns we can ensure that your tax returns are completed correctly and submitted to HMRC. Following on from receiving your tax return we will be able to explain any issues clearly, to ensure you have a full understanding of  your tax position
  • Retirement planning - we can help you plan for your retirement. 
  • Inheritance Tax Planning (IHT) - We are able to advise on IHT planning to minimise the tax and  protection of your wider family 
  • Trusts and Estates - We take time to understand your specific circumstances, family situation, business and financial arrangements. With this knowledge we can then advise on how you can best achieve your goals through the creation of a trust. 
  • Family Investment Companies (FICs) - We offer FICs services. Family companies work best for those with a substantial amount of money to invest (£1m plus) and who are willing to keep it in the company to grow, rather than take it out on a regular basis.
Moore (South) are chartered accountants and business advisers with offices in: 
  •  Chichester
  •  Guildford
  •  Isle of Wight
  •  Salisbury
  •  Southampton 

If you are looking to speak to a dedicated member of our tax team, please CONTACT US.