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.

Tax Returns

Our services include:

• Specialist software and on-line filing
• A team of experienced tax professionals
• Dealing with all aspects of correspondence with HMRC
• Access to a tax enquiry fee protection service

We aim to deliver:

• A dedicated point of contact.
• Help and advice with your taxation affairs throughout the year.
• Access to a team with the necessary skills and expertise to deal with all aspects of your tax affairs.

Tax Planning

Our services include:

• Inheritance tax planning including expertise on business property relief agricultural property relief
• Succession planning including restructuring of share ownership in families
• Will planning
• Share buy-ins
• UK trust creation, administration including accounts and restructuring
• Offshore trust creation, UK tax reporting and repatriation to the UK
• Non-UK domiciliary advice
• Planning advice on leaving or coming to the UK
• Application for probate (personal application) and administration of estates
• Capital Gains Tax planning including advice in divorce, hold over relief
• Entrepreneurs relief – structure the share/asset ownership to qualify
• Interaction of UK with foreign taxes e.g. foreign holiday homes

We believe it is essential that any tax planning opportunities take into account your personal and family circumstances and wishes.

We aim to deliver:

• A comprehensive tax planning resource designed to look after the short and long-term interests of you and your family.

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

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

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.