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Blog - Published 28th April 2016

Post-budget 2016 tax issues for private clients

In this video produced by Lexis Nexis, David Truman, Partner, and Lucy Mangan, Partner, at Menzies discuss the tax issues that have arisen for private client advisors following Budget 2016.

Menzies Private Client services

Few people have sufficient time to give their financial affairs the full attention they deserve. And when your wealth is held across a range of assets, such as company shares, property and investments, it becomes even more difficult to manage and protect.

That’s when high-calibre private client advice can be invaluable. We work closely with family members to help them understand the issues affecting their wealth, and provide a holistic service that protects the long-term needs of the wider family.

Read more about Menzies Private Client services.

Comments provided by Menzies David Truman and Lucy Mangan.

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David Truman - FCCA

Partner

David Truman is Menzies Private Client Tax Partner specialising in private client and personal tax planning services for individuals.