High Net Worth Individuals

Alliotts are specialised in understanding and meeting the needs of high net worth and ultra high net worth individuals. Our bespoke service is discreet, high-calibre and entirely focused on protecting, preserving and enhancing your wealth.

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We consider you a high net worth individual if you have an annual income in excess of £250K and net assets of more than £1M beyond your pension fund assets and your private residence. If you fall into that category, it is understandable that you will want to work with an accountant and tax specialist who understands the intricacies of integrated family wealth and the unique challenges that high net worth individuals face.

A team with insight and integrity

At Alliotts, you will discover a team of highly knowledgeable and vastly experienced experts delivering a highly personalised service that is attentive and meticulous. A superior service that always has your best interests at heart. For today, tomorrow, and for future generations.

We work globally too. So if you need expertise on international tax matters or cross-border transactions, we have priority access to accountants, tax advisors and lawyers in more than 90 countries. Just one of the benefits of being part of the Alliott Global Alliance.

Whether you have already accumulated or inherited significant wealth, it is vitally important that you seek advice.

Plan for the future you want

Wealth planning forms a crucial and integral part of the work we do. First, we listen. Because before we can offer you help or advice, it is essential that we gain clarity over your aspirations for the future. Once we have that, we can construct plans and strategies to help you realise them. All the time, ensuring that you and your loved ones are well protected, no matter what challenges life throws at you.

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To speak to advisors who understand your needs please contact us

    High Net Worth Individualshttps://www.alliotts.com/expertise/private-client-advisory/high-net-worth-individuals/
    Delia Orme | Alliotts



    View Delia's profile

    Delia has been advising private clients and businesses for over 30 years on a wide range of taxation issues. As a Chartered Accountant and Chartered Tax Advisor Delia provides inclusive personal and business tax advice that helps clients plan for the future.

    When advising business owners on their strategy, financial affairs and tax matters Delia treats the business as part of the owner’s overall financial picture. Clients have the reassurance of knowing that their tax planning is in capable hands and that they receive thought out advice that is specific to them; integrating every aspect of their lives.

    Delia provides a wide range of personal tax advisory services to ensure that they pay no more tax than they need to, whilst helping protect and pass on their wealth to the next generation. Trusts are often useful for passing on family wealth whilst staying in control, but they are very complex vehicles from a tax and legal perspective.

    Working with business owners Delia advises on tax strategies and tax compliance matters. By providing a clearer tax and financial plan for the entrepreneur shareholder, Delia guides them in growing their business.
    Delia has many years of experience advising individuals on the personal tax implications of moving to and from the UK, including the tax treatment of non doms and residency status. Where employment can be based in one or more overseas locations and often there are UK assets such as property to consider, Delia advises individuals to help them remain both compliant and tax efficient.

    There are times when clients need to unravel complex arrangements, often when separating business or personal relationships, and these have a tax impact. Delia is experienced in advising on the tax implications and tax calculations surrounding divorce. Her expertise is in thoroughly investigating the financial information available and producing robust reports to withstand scrutiny.

    When working with businesses Delia advises on a wide range of areas including

    • Corporate restructuring
    • EIS and SEIS
    • Research and Development Tax Relief (R&D)
    • Transactions
    • M&A activity
    • IR35
    • Probate

    Typical projects that Delia advises on include:

    • Maximising net spendable incomes for entrepreneurs
    • Property investment and development structures
    • Stamp Duty (SDLT)
    • Passing on family wealth through Will and Inheritance Tax Planning
    • Capital Gains Tax Planning on a variety of assets
    • Tax expert witness
    • Advising clients moving into or out of the UK for business or personal reasons.
    • Tax treatment of non dom and resident status

    Delia’s attention to detail in every assignment; her experience in the practical application of tax rules; and dedication to client care mean that clients have no hesitation referring her to their friends and family as a trusted advisor.





    View Sudheer's profile

    Sudheer specialises in providing high level tax advice and practical business support to growing businesses and the entrepreneurs who run them. His clients include UK and overseas owned UK subsidiaries, and high net worth individuals.

    Sudheer provides the bespoke and in depth expertise to help businesses achieve their objectives. His time as Company Secretary for a fast growing, large, listed group of Companies gave him a unique perspective into what businesses need from their advisors.

    Working with inward investing companies Sudheer helps ensure their UK expansion and investment is a success. His clients have included internationally recognised brands and Private Equity Firms.

    As head of Alliotts Outsourcing Service, Sudheer leads a team of specialists providing business solutions and virtual FD services to both UK to overseas companies.



    Partner, Personal Tax

    View Jane's profile

    Jane is a qualified Chartered Tax Adviser and Chartered Accountant.  She has over 20 years’ experience providing tax advice, planning and compliance services to High Net Worth individuals, families and Trustees.

    Jane advises on a wide range of areas but specialises in:

    • Inheritance/estate tax planning
    • Residence issues around the statutory residence test
    • Probate
    • Personal tax services and advice, including complex tax returns