Private Client Accountants
At Griffin Chapman, we provide a comprehensive range of services to private clients, whether you are a company director, sole proprietor, partner, or need assistance with self-assessment obligations.
We offer year-round support, ensuring your tax affairs are handled smoothly and efficiently. Our proactive approach ensures that tax deadlines are met, future liabilities are estimated, and tax-saving opportunities are maximised.
Personal Tax Planning
Self Assessment
Trusts & Executorships
Estate Planning/IHT
Retirement Strategies
Tax Investigation
Lifetime Financial File
We provide a Financial Lifetime File service which organises and maintains all relevant financial information, ensuring easy access in the event of incapacity or death. It includes an annual review of your inheritance tax position, investments, and indebtedness, as well as ensuring your will is up to date and a valid enduring power of attorney is in place. This service provides peace of mind by helping manage your estate efficiently, reducing stress for your family. The setup fee is £250 + VAT, with an annual maintenance charge of £150 + VAT.
Why Griffin Chapman?
Griffin Chapman’s private client services provide a personalised and proactive approach to managing your tax and financial affairs. With our expertise in tax planning and trust management, we ensure your tax obligations are met while maximising opportunities for savings. Our close connections with financial professionals allow us to offer well-rounded advice, helping you secure your financial future with confidence.
Advising Businesses For Over 80 Years
We offer a personalised, friendly service to a diverse range of businesses, tailoring our expert support to meet each client’s unique needs and regulatory requirements.
Read Our Case Studies
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Geosynthetic Technology
Client Introduction Geosynthetic Technology Limited is a family firm established in 1990 as a limited…
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Ellisons Solicitors
Client Background Ellisons Solicitors, a prominent local legal firm, undertook a significant transformation in their…
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The Deeds
Client Background The Deeds are a family-run business that operate multiple trading companies. Over the…