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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    High Net Worth Individualshttps://www.alliotts.com/expertise/private-client-advisory/high-net-worth-individuals/
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    Jane
    Thackstone

    Partner

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    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 is authorised to undertake non-contentious probate work.

    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
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    Sudheer
    Gupta

    Partner

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    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.