The focus in our KPMG Private Client practice is on the individual behind the business. Our relationship with our clients is important to us and we invest time in building these relationships so we can get to the heart of our clients' requirements and provide them with bespoke solutions.

We understand that every individual and family is different and delivering bespoke answers can be complex. KPMG Private Client encompasses much more than tax advice. We work together with our advisory, legal and audit colleagues to provide a seamless integrated service tailored for each client.

Our approach is simple

We listen

We invest our time in listening so we can understand the underlying concerns and issues that need to be addressed
We learn

We ensure we understand your concerns so that we can agree on the best approach to take to meet your goals
We plan

We build a plan based on our experience - which might include additional cross functional services
We maintain

We like to keep in touch. When personal circumstances change and new challenges arise, we are there to support and build on the relationships already established

How we help

We understand that families face challenges from time to time.

On top of this, every family has different problems and priorities. These can range from health matters and general family wellbeing, to concerns about managing assets and effective succession planning.

How KPMG can help

Over the years, we’ve helped many private clients and their families, by providing advice to challenges such as the impact of the digital age on personal privacy, exiting businesses, preserving capital, development of personal asset protection structures, passing wealth to the next generation, providing tax advice around divorce and separation, and family governance.

Privacy is of utmost importance to our clients. At KPMG, we understand this concern. We have considerable experience in assisting our clients to balance the need to protect personal privacy with the management and preservation of family wealth.

Effective planning for future growth in your personal assets can offer a degree of privacy around family wealth ensuring that assets are secured and protected to pass on to the next generation. Achieving this can be complex and requires balancing the interests of external parties as well as those of family members.

How KPMG can help

KPMG can offer help at any stage of your asset and wealth planning from advising on the use of family companies, trusts and partnerships as well as adopting other governance structures and legal protections for family assets.

Working with our international KPMG network of firms we can support the management of your asset plan across international borders while helping you ensure that tax reporting obligations across multiple tax jurisdictions are being effectively managed.

With wealth comes travel, and cross-border tax obligations can be difficult to manage.

Many of our private clients are frequent international travellers, choosing to live in multiple countries, and investing globally. As a result, they are often in need of cross-border tax advice.

Not only are families "going global" with their investments and travel, but family members are crossing borders, as they study, work and settle far from the family's home base.

How KPMG can help

With our international network of private client advisers, we can help you - wherever your assets or family are in the world. We can advise you on residency issues, tax treaty reliefs from double taxation planning pre-arrival and departure from countries, cross-border tax information reporting, international succession and estate planning, and investing abroad.

Sustainable investing and leaving a legacy behind are important issues to our private clients.

How do you direct your resources and skills to have a greater impact on society as philanthropists or through your investment portfolios? Is direct giving the right route? What are the alternatives? How can I see the impact? Is it sustainable? These are the concerns of our clients.

How KPMG can help

We can help you to meet your philanthropy objectives in a way that means your money goes further, whether it’s used by a charity or a foundation or given directly. Ultimately, you will make a bigger impact.

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Your unique family, our unique service

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