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Protecting your wealth from Capital Gains Tax
How we can help you?
Capital Gains Tax may be charged on the profit or gain made when selling, gifting, transferring, exchanging or disposing of an asset.
Our expert advisers can help you make the most of your assets, by understanding and using all of the relevant allowances and possible relief options available to you.
The Private Office is an award-winning team of independent, Chartered Financial Planning experts working together to protect and grow your wealth. All our employees are shareholders of the company and 25% of our future value will be gifted to the environmental charity ‘Restore our planet’.
Our relationship step-by-step
- Discovery – a short phone call to understand if we’re a good fit for each other and to assess whether your asset value matches the criteria.
- Free consultation meeting – a qualified financial adviser will get to know you
- Tailored plan – a personalised plan which outlines the costs for advice and which aims to give you peace of mind for your financial future.
Please note: The value of your investments can fall as well as rise. You may not get back what you invest. The Financial Conduct Authority (FCA) do not regulate cash flow planning, estate planning or tax and trust advice.
Provide your details below and we’ll be in touch within the next working day.
Why our clients choose us
Our advice is, and always has been fully independent; we work for you, not a product provider, meaning we are always ‘on your side of the table’. We’ve received many wealth management and financial adviser awards which validate the excellent service we provide to our clients.
Winner of Wealth Planning Firm at the eprivate client excellence awards
A Chartered Firm of Financial Planners
A VouchedFor top rated firm in 2020 & 2021
Tax planning services
Our services are key to reaching your goals and securing your financial future
Maximising allowances
Each year we have a range of allowances, but are you making the most of these?
Inheritance tax planning
Many people think inheritance tax only influences wealth families, but this often is not the case.
Meet our expert team
Independent advice - People block - list (6.06)
Merve Oral
Financial Adviser - Chartered Financial Planner, FPFS
Merve is a Chartered Financial Planner and a Fellow of the Personal Finance Society. She creates bespoke financial plans in partnership with her clients to help them secure their financial future and enjoy their desired lifestyle with peace of mind.
Sarah Beall
Financial Adviser - Chartered Financial Planner, FPFS
A Fellow of the Personal Finance Society, Sarah has worked in financial services since 2011 and works in partnership with her clients to ensure they understand what they are capable of achieving and how they can get there. In particular, she provides clarity around complex strategies to put her clients at ease.
Daniel Schofield
Partner - DipPFS
Daniel provides advice focused on the disciplines of personal and corporate financial planning, investment portfolio management, Inheritance Tax (IHT) planning and mitigation, and legacy and succession planning.