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Private Client Services

Dixcart UK provides private client services to individuals, families, entrepreneurs and business owners, to compliment the other services we offer our clients.

We understand that planning for the future involves not only securing your own financial well-being but also ensuring the smooth transition of your assets to your loved ones in the way you desire.

With our expertise in private client matters and related tax planning, we aim to provide comprehensive solutions tailored to your needs, helping you navigate the complexities of tax with confidence and peace of mind.

Private Client Services

Dixcart UK provides private client services to individuals, families, entrepreneurs and business owners, to compliment the other services we offer our clients.

We understand that planning for the future involves not only securing your own financial well-being but also ensuring the smooth transition of your assets to your loved ones in the way you desire.

With our expertise in private client matters and related tax planning, we aim to provide comprehensive solutions tailored to your needs, helping you navigate the complexities of tax with confidence and peace of mind.

Private Client

A Will is one of the most crucial documents you’ll ever sign. It enables you to determine who will inherit your assets upon your death, appoint guardians for minor children, safeguard vulnerable beneficiaries, establish trusts to mitigate inheritance tax, and protect assets for future generations. Our private client consultants offer a bespoke service tailored to our clients’ unique needs. Whether you need a straightforward Will for your UK assets, or a more intricate Will incorporating tax planning or trust structures, we can create a Will that meets your specific requirements and circumstances.

Trusts provide a versatile and tax-efficient way to safeguard and distribute your assets. We offer comprehensive assistance on all aspects of trust law, including advising settlors, trustees, and beneficiaries on the governance and administration of trusts. Additionally, we specialize in creating bespoke trust structures to minimize inheritance tax, protect assets, and ensure effective succession planning for future generations. Our expertise also includes the creation of tax-efficient property trusts specifically designed for property investors and owners of second homes.

We have extensive experience in creating bespoke estate plans for families, business owners and both UK and non-UK domiciled individuals.  This includes the creation of family investment companies, trust structures either during your lifetime or as part of your Will, foundation and advising on lifetime gifting and tax planning strategies.

For individuals making charitable donations or looking to establish charities and non-profit organisations in the UK or abroad, we offer guidance on the creation, governance, and administration of charitable companies, trusts, foundations, CIOs, and social enterprises. This support can be integrated into your estate planning or pursued as an independent philanthropic endeavour.

Having a Lasting Power of Attorney (LPA) is crucial for managing your finances and making decisions about your care in the event you were to lose mental capacity.  An LPA enables you to designate a trusted individual, such as a friend or family member, to act as your attorney, handling your property and finances and making decisions regarding your health and welfare. Creating an LPA can also prevent the need for a potentially expensive and lengthy application to the Court of Protection. We can help you prepare both types of LPA and serve as your certificate provider if needed.

At Dixcart UK, we recognise that every client’s situation is unique, and we are committed to delivering personalised solutions that address your specific objectives and concerns.

interested in learning more about how we could support you?

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