Private Client Services

We know that as a private client, you will need many different business services over your life time and so it is incredibly important that you choose an accountant and advisor that can help you grow and provide the full suite of services to support this growth. Our experience and breadth in our offering mean we can handle all of your compliance requirements and we can also support you in assessing new opportunities or solving challenges all from within our firm.

We are a group of professionals that work cohesively together to support the needs of our private clients. We enjoy seeing you thrive and prosper over your lifetime and we are able to support you at every step along the journey. Our goal is to ensure you achieve your personal and professional goals and we are committed to making that happen.

Protecting business and personal wealth is of upmost importance for private clients. At Elevation, we bring reason and instinct to all aspects of your personal finance and compliance planning.

Succession Planning

For family-owned business, one of the biggest challenges is properly preparing for and managing the transition from one generation to the next. These can be difficult waters to navigate, particularly where there is more than one successor, especially where there are children involved or indeed long standing non family members who you may want to take over from you.

We have years of experience working with business owners to not just plan for succession but to execute those plans. Getting the timing right (when circumstances allow) and effectively communicating the changes to stakeholders often forms a major part of the advice we provide, not just how the success plan will operate.

Estate Planning

It is essential that every person has a clear Estate Plan to direct decisions for their financial position in the event of their passing. It is also essential that careful planning goes into the way this is done to ensure it is tax effective and efficient. We understand that people rarely enjoy talking about this topic, however, it is extremely important that careful thought and planning is done to enable people’s wealth to be protected in the event of death.

Whilst this is normally down to your lawyers to prepare, without sound estate planning advice, your loved ones may end up paying too much tax on what you leave behind.

We work closely with you and your lawyer to ensure all of your financial and tax implications are considered.