Private Client Services | UHY Dawgen Chartered Accountants

Private Client Services | UHY Dawgen Chartered Accountants: "Personal tax planning and wealth management are increasingly complex areas where expert advice can deliver significant long-term benefits for you and your family.

 Our focus on open and trusting relationships means many individuals, owner-managers, directors and senior executives rely on our member firms to help protect their personal wealth and plan their financial future.

Specialist teams with UHY Dawgen provide a bespoke service covering all aspects of personal tax, wealth management and estate planning.

Achieving long-term financial goals

Regular financial reviews monitor progress against long term financial goals, ensure tax liabilities are minimised..

UHY Dawgen work with a significant number of family-owned businesses, often through successive generations, and have in-depth experience of the issues and difficulties than can arise with areas such as succession planning.

Many owner-managers are assisted with their forward planning for eventual sale of or handover of their businesses as they near retirement."

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