Specialist Private Client Tax Advisory Firm

Spherical is a specialist private client tax firm based in the UK, dedicated to providing bespoke tax advice and compliance services to high-net-worth individuals, families, entrepreneurs, and non-residents.  Our mission is to deliver peace of mind through proactive, technically excellent, and client-focused tax solutions. We will differentiate ourselves through a commitment to building long-term relationships, a transparent fee structure, and the adoption of cutting-edge technology to enhance client service and operational efficiency.

Our Age

Spherical was born in 2014 and as a new entrant in the UK private client tax advisory market, we very quickly disrupted the market by being unique in the way that we only provide specialist private client tax services to individuals, families, high net worth individuals, trusts, estates and employers to support with global employees mobility.  We offer a comprehensive suite of services designed to help clients navigate the complexities of the UK tax system in line with the cross-border taxation, optimise their tax positions, and ensure full compliance with their obligations.  Our core values are integrity, expertise, client focus, and proactivity.  We are reliable and trusted tax advisers to our clients, providing clarity and strategic advice on all aspects of their personal tax affairs.

Services Offered

At Spherical, we provide a comprehensive range of private client tax services, including:

• Self-Assessment Tax Return Preparation and Filing: Ensuring accurate and timely submission of annual tax returns.
• Income Tax Planning: Advising on structuring income efficiently from various sources (employment, self-employment, investments, property).
• Capital Gains Tax (CGT) Planning: Strategies to mitigate CGT on the disposal of assets, including shares, property, and business interests.
• Inheritance Tax (IHT) and Estate Planning: Developing strategies to minimise IHT liabilities and ensure smooth succession planning, including wills, trusts, and lifetime gifting.
• Trust and Estate Taxation: Advising on the creation, administration, and taxation of trusts and estates.
• Expatriate Tax Advice: Specialist advice on residency status, and tax implications for individuals moving to or leaving the UK.
• HMRC Enquiries and Investigations: Representing and supporting clients through HMRC enquiries and investigations.
• Property Tax Advice: Including Stamp Duty Land Tax (SDLT), Annual Tax on Enveloped Dwellings (ATED), and income tax on rental income.
• Share Schemes and Employee Incentives: Advising on the tax implications of various employee share schemes.
• Tax Efficient Investments: Guidance on EIS, SEIS, VCTs, and other tax-advantaged investment opportunities (in collaboration with regulated financial advisors where necessary).

Our Clients

• High-Net-Worth Individuals (HNWIs): Individuals with significant investable assets requiring sophisticated tax planning.
• Entrepreneurs and Business Owners: Requiring advice on the interaction between personal and business taxes, exit strategies, and wealth extraction.
• Individuals residing in the UK but have links with other countries, requiring specialist advice on their unique tax status and cross-border taxation.
• Families with Complex Financial Affairs: Including those with trusts, inherited wealth, and inter-generational wealth transfer considerations.
• Property Investors and Developers: Needing advice on the specific tax implications of property ownership and transactions.
• Expatriates (Inbound and Outbound): Individuals moving to or from the UK requiring advice on cross-border tax issues.

Legal and Regulatory

• Professional Indemnity Insurance
• Data Protection Registration: Comply with GDPR requirements.
• Anti-Money Laundering (AML) Registration and Procedures: Supervised by AAT.
• Engagement Letters: Clear terms of engagement for all clients.
• Professional Body Membership: Members of the Chartered Institute of Taxation (CIOT).

Contact us on 020 7859 4047 or via email at info@sphericaltax.co.uk for an initial discussion about your circumstances.