The better the question. The better the answer. The better the world works. У вас есть вопрос? У нас есть ответ. Решая сложные задачи бизнеса, мы улучшаем мир. У вас є запитання? У нас є відповідь. Вирішуючи складні завдання бізнесу, ми змінюємо світ на краще. Meilleure la question, meilleure la réponse. Pour un monde meilleur. 問題越好。答案越好。商業世界越美好。 问题越好。答案越好。商业世界越美好。


Private Client Services

We recognise that you are unique and so are your needs. As a private client of EY you will receive a bespoke service tailor-made to help you achieve your objectives.

Our Personal Tax Centre

Our centre of excellence for personal tax services prepares and files UK tax returns, advises across a range of issues, and delivers exceptional service, building strong working relationships with every client. Find out how we can help.

We work with individuals, families, privately owned businesses and family offices to create long-term relationships and develop strategies to achieve often competing objectives.

In addition, we offer a wide variety of services associated with owning, managing and preserving businesses and wealth, including asset protection, family governance services, estate and succession planning, sensitive wealth transfers, philanthropic planning, and global tax planning for clients with international affairs.

Entrepreneurs and business leaders

Our Private Client Services team advises entrepreneurial clients and business owners on their personal tax affairs. We help our clients structure their affairs appropriately when establishing a new business, throughout that business’ life, and as they plan for an eventual sale. We work closely with them to understand their personal and family circumstances, so we can optimise their tax position and stay aligned with their wider objectives.

We are committed to developing long-standing relationships with our clients, so we can support them throughout each stage of their life. The advice we give is broad, adapts to their changing needs and circumstances and extends to their interests in companies, trusts, partnerships, and charities, bringing in specialists from our wider EY network (internationally where required) to provide a truly seamless, holistic offering.


Family business

Every family business is different and we believe our approach should be as unique as the families we serve. As one of the globally-recognised market leaders in advising family businesses of all sizes, our ethos of tailoring our work to suit our clients’ specific needs is central to everything we do.

The EY Family Business team is a multidisciplinary group spanning all lines and is ideally placed to guide family businesses and their owners through the wide range of challenges and opportunities they may face.

Working in collaboration with EY’s Family Business Centre of Excellence, we produce ground-breaking and insightful thought leadership in conjunction with academic partners from across the global, including the University of St Gallen and Lancaster University Management School.

The ways we work with family businesses include:

  • Effective tax management, including corporate and personal taxes
  • Business structuring and advising on alternative holding structures
  • Next-generation and succession planning
  • Governance, sustainability and long-term family objectives.

Family Office

Managing any family’s day-to-day affairs is rarely straightforward and when the family is high-profile, has considerable wealth, or is internationally mobile, the complexities increase considerably. EY is experienced in working with these families and their family offices to help navigate the challenges and opportunities they face in the UK and overseas.

Our clients span a huge range of circumstances from individuals at the very earliest stages of considering whether a family office is right for them, to long-established multi-generational teams who are very much part of the family’s culture and identity. We not only work with the office’s principals, we also strive to develop deep and cooperative relationships with those working within the family to provide a cohesive, effective and efficient service benefitting both the family and their businesses.

EY’s multidisciplinary Family Office team have deep experience in this field, with many having worked in family offices themselves.


Landed estates and agriculture

EY has a national dedicated team with deep technical and industry experience in the field of landed estates and agriculture. Our clients include estates within the heritage property scheme, maintenance funds, large commercial estates, family farms and holdings owned by non-resident individuals and structures.

Although each of our clients is unique, they all benefit from the breadth of services EY can offer from strategic business advice to the day-to-day management of VAT and PAYE. The senior members of our team are regularly called upon by our clients to assist in reviewing and redesigning ownership structures to meet the needs and objectives of the family. Whereas tax is an important factor, the discussions are led by the commercial, philanthropic and succession needs of the stakeholders.

EY is actively involved in lobbying on tax, business and accountancy issues and is also a member of the Country Land & Business Association, Scottish Land & Estates and Historic Houses.


Wealthy families and individuals

Every family is different and each faces its own unique challenges and opportunities. Our clients are wealthy families who have accumulated wealth from a variety of sources, from multi-generational landed estates to the successful growth and sale of start-up businesses.

Our experience of working with some of the UK’s wealthiest individuals and most influential families around the world tells us that understanding individual needs is paramount. Whether concerned with the interaction between a client’s personal and business affairs or beginning to think about succession and passing wealth to the next generation, our experienced team works to deliver the level of service you need, expect and deserve.


Trustees and corporate service providers

We understand the importance of the relationship between trustees, directors and other corporate service providers (CSPs) and their principals; these are the people working day-to-day to provide the best possible service to their clients. That is why we work alongside them to help them deliver solutions.

We are also experienced in advising trustees on their own tax considerations; from reviewing historic holding structures to UK filing and reporting obligations. Our team includes specialists on Foreign Account Tax Compliance Act (FATCA), the Common Reporting Standard (CRS) and the Requirement to Correct (RTC) regimes, both in the UK and offshore.


Funds and private equity

Given the pace of change taking place in the Private Equity (PE) world, from changes to the taxation of carried interest to Brexit’s commercial impact, it is vital that funds, houses and managers receive a joined-up, forward-thinking service to help them navigate the challenges and opportunities ahead.

Our clients range from high net worth individuals looking to diversify their personal portfolios by expanding into PE, to some of the largest funds and PE houses in the world. We also act for some of the biggest PE-backed companies across the globe, so we are ideally placed to advise clients no matter where they may be.

Our Private Client Services team also has extensive experience looking after the personal affairs of individual fund managers, from extraction of fund profits and tax-efficient wealth structuring, to a full personal tax compliance service.



In an increasingly globalised world, it is vital that individuals structure their affairs to achieve tax efficiency and compliance across all relevant jurisdictions. EY operates in more than 150 countries, and our global approach means our international team of advisors can provide individuals with cross-border affairs with a comprehensive, integrated solution.

Obtaining accurate and up-to-date advice has never been more important following a succession of changes to tax laws governing the taxation of UK residential property and structures such as trusts, as well as the introduction of enhanced information sharing arrangements between governments such as the Common Reporting Standard (CRS). Our experienced UK team regularly advises individuals, their family offices and businesses on a broad range of residence, domicile and structuring matters tailored to suit their needs and the requirements of an increasingly transparent and regulated environment.



Meet our Private Client Services team