As an individual or a family, you face an ever changing and ever challenging world as the demands being placed on your private wealth only increase. Ritchie Phillips are uniquely placed to help you protect, maintain and grow your private wealth as we have chosen to specialise in looking after the financial and taxation affairs of you, your family and your trustees.

By specialising in work for private clients, we provide you with in-depth expertise and experience to help you maximise the benefits of private wealth which in turn allows you to enjoy the freedoms that prosperity brings.

By getting to know you, your family, your interests and your aims and objectives, we can provide you with a strategy individual to you, your situation and your needs.

Private wealth is held in many forms. At Ritchie Phillips, we are experienced in acting for individuals, families and trustees with:

  • Privately held companies
  • Substantial quoted shareholdings
  • Investment portfolios
  • Commercial and residential properties
  • Tax efficient investments
  • Family trust funds
  • Heritage assets and works of art
  • Philanthropic interests and charitable giving

Increased wealth can however bring additional burdens and our skill is in reducing the impact of rules that affect your enjoyment of that private wealth. This is especially so for taxes. Our expertise lies in navigating the complexities of taxation so that you can enjoy the benefits that wealth can bring – which of course is what wealth is supposed to do and for some why the holding of wealth is an aspiration.

Our private clients are resident in both the UK and overseas and we act for individuals who are internationally mobile.

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