Personal Tax, Trusts
and Probate
Supporting you with clarity, confidence, and care.
With tax legislation constantly evolving, you need advice that’s personal and tailored to your situation.
Our team has over 200 years of combined experience across the full spectrum of tax needs, from producing and filing tax returns, through to planning, structuring, and advisory. We’re a trusted partner, here to deliver holistic and long-term support for your taxes in an efficient and compliant manner, no matter your goals.
With a huge depth of specialist expertise, we're well-equipped to handle your most complex, evolving tax needs.
Our approach is grounded in personal relationships. Taking the time to get to know you and your position, we tailor our solutions to your specific needs. We’re on-hand to give you reassurance and confidence that your tax affairs are under control, and that your profile with HMRC is a positive one.
You get more than just a trusted partner in us; you also get direct access to our connected and collaborative network of international professional advisors. We've spent years building deep relationships with experts, from lawyers and bankers to trustees and wealth managers. We can work alongside your existing team or assemble a new one, providing you with a seamless, whole-of-market solution.
As a member firm of PrimeGlobal, one of the largest international accounting associations in the world, our tailored approach is strengthened by multinational support across 100 countries.
Our services
As global tax legislation becomes more complex, we'll ensure you operate within it. No matter your goals, we provide tailored tax structuring and planning advice.
Big life events – such as moving abroad, selling a business, or gifting assets to your family – all need to be accurately reported on your tax return. Rely on us to ensure you pay the right tax, at the right time, on the basis of full, accurate and timely disclosure.
Trusts are a powerful solution for managing your assets and achieving tax efficiencies, especially when it comes to succession planning. We can help advise on the right trust for you and take care of trust compliance.
Handling bereavement and taxes simultaneously can be daunting. Our regulated and licensed experts will ensure that any estate is dealt with correctly to give you peace of mind.
It's never too early to plan for your future and the future of your family. We can help with practical tax planning, taking into consideration the changing tax legislation and challenges.
We understand that HMRC enquiries can be stressful. Our team combines deep technical tax knowledge with extensive HMRC investigation experience to protect you.
Our suite of services is delivered with the same depth of understanding and expertise as a family office, without fees that reflect the cost of running a bespoke company and the challenge of finding the right people to operate it.
Why work with us?
Whether you’re a high-net-worth individual, an entrepreneur or a non-resident, a trustee or landlord, our advice is tailored to you.
Deep expertise, delivered with a personal touch
To give you peace of mind, our partners take the time to understand your needs and are always available with expert support and guidance, whenever you need it.
Dynamic and practical delivery
We deliver clear, practical advice within six weeks, allowing you to move forward with confidence.
Connected and collaborative network
You’ll benefit from direct access to our network of experts. We can work alongside your existing team or build a new one to fit your needs.
Wide range of experts under one roof
Whatever your needs, we’re able to rely on specialists from other internal teams to provide you with a truly full-service approach.
2025/26 tax guide
Download your guide
It can be difficult to stay on top of the key tax rates and allowances, as well as the deadlines that crop up throughout the year. We’ve created this handy guide to help you stay informed and prepared.
Hear from our clients
I have worked with Neal for around ten years now, following him over to his current role at Buzzacott, which I do not regret at all. I have no hesitation in recommending him, he is a first-rate tax adviser and a fantastic person to work with. He is personable, helpful, responsive, and knowledgeable and we’ve developed a fantastic working relationship. He also works with several of my immediate family, who also have the same opinion of him.
Anonymous client, about Neal Lees
I just wanted to take a moment to sincerely thank you all for your hard work and support throughout this process. I truly appreciate the time, effort, and guidance you’ve provided in helping us reach completion. Your help has meant a great deal to me and my family.
Anonymous client
Many thanks for sending the memorandum. I’ve read it carefully and I’m very happy with it - clear, thorough, timely and fully in line with my expectations. Thanks again to you and the team — I really appreciate the clear and thorough work.
Anonymous client, regarding residency work
I have greatly appreciated you and the team continued follow up with me and the positive results you achieved!
Anonymous client, regarding probate work
Contact us
We're here to help - whether you have a question, need advice, or want to tell us about your requirements.