PRIVATE CLIENT SERVICES  

How can BDO be of service to you? 

Our private client service is dedicated to providing a personalized touch to each individual situation. We understand that every client has unique circumstances and objectives. Our dedication lies in offering personalized service tailored to each client's distinctive circumstances and aspirations. We comprehend that your objectives are unique, and our services encompass a comprehensive spectrum, from providing tax advice and ensuring compliance to preparing income tax returns, inheritance tax advice, and returns. 

We meticulously evaluate all facets of your personal situation, considering various factors such as income sources, assets, family structure, and future plans. By doing so, we aim to determine the most advantageous tax structures and strategies available to optimize your individual tax position. Our commitment is to provide you with comprehensive guidance that not only adheres to tax laws but also aligns with your specific financial goals, ensuring that you benefit from the most favorable tax outcomes possible. 

The areas our tax specialists provide advice on include – but are not limited to:  

  • Personal tax planning 

  • Retirement regulation 

  • Expat facility 

  • Investment vehicles 

  • Income tax 

  • Real estate tax 

  • Private foundations 

  • Trusts 

  • Tax transparency  

Our approach  
Our approach involves a meticulous evaluation of your specific situation while considering all relevant aspects. By taking the time to understand your financial goals, assets, income sources, and any other pertinent details, we aim to build a trusted relationship as your tax adviser. Our focus is on delivering tailored advice and strategies that align with your objectives, ensuring that you receive guidance and solutions that are not only compliant with tax laws but also optimized to suit your personal financial ambitions. This personalized approach fosters trust and reliability, as we strive to be your dedicated and knowledgeable tax partner.  

Contact  
If you would like to know more, please contact our specialists to arrange a meeting without obligation.