Our Tax Office provides sophisticated tax solutions to clients.  These services have always been a core strength at Heartwood.  Tax Office services and Tax Management services (focussing on annual tax compliance) are supplied as a stand-alone service to many clients.

We believe that the presence of our tax advisers in a specialist wealth management firm gives us a real cutting edge.  We understand and deal day-to-day with the investment issues facing wealthy individuals, and many of the senior members of our Tax team have investment qualifications. 

We believe it is by offering integrated tax and investment advice that we can often add the greatest value.

For many of our clients, our ability to manage investment portfolios and complete tax returns side-by-side adds value and saves time and money. 

For further details, please click on our Tax Office fact sheet or our Tax Management fact sheet.  Other Private Office suite publications can be viewed or requested via the Publications page. 

Alternatively please contact us to explain your situation, and to allow us to explain which service(s) we feel may best suit your needs.