Private Client Advisory

Private Client Advisory


Templeton Brook Witt gives you access to commercial insights, technical expertise, and decades of experience. 

We are here to advise and assist

Templeton Brook Witt gives you access to commercial insights, technical expertise, and decades of experience. Our team of expert advisors are here to guide you through the complexities of tax and finance by providing expert advice combined with years of experience.


We will take the time to develop a detailed understanding of your personal circumstances and goals to offer a bespoke service and help you protect, maintain and enhance your own and your family’s wealth. We are adept at working alongside other professional advisors (accountants, solicitors, financial advisors) to help deliver the best solutions to our clients.


We provide advice in relation to:


  • Asset protection, matrimony and divorce
  • Succession planning, inheritance tax
  • Capital Gain Tax
  • Entrepreneurs relief
  • Acquisition and disposal of commercial and residential real estate
  • Buy-to-let portfolios
  • Advice on employment income from third parties (‘Disguised Remuneration’)
  • Tax compliance and Tax Returns


Contact us today

We can help you deal with any tax investigation through expert advice and specialist representation. Our team deals with matters ranging from individual tax disputes to large and complex multiple client cases. 

  • Formal and Informal Notices
  • Compliance Checks
  • Penalty Notices
  • Discovery Assessments
  • Voluntary Disclosures to HMRC
  • Accelerated Payment Notices (APNs)
  • Code of Practice 8 – CoP 8 Investigations
  • Code of Practice 9 – CoP 9 Investigations
  • Contractor Loan Schemes and the Loan Charge
  • DOTAS/POTAS Inquiries
  • PAYE Tax Investigations 


  • Corporation Tax Investigations
  • IR35 Disputes
  • VAT Investigations and Inspections
  • HMRC Unannounced Inspections and Visits
  • Settlements with HMRC
  • Time to Pay Arrangements
  • Statutory Reviews
  • Forensic Tax Advice
  • Tax Litigation Advice
  • Corporate Advisory
  • Private Client Advisory


Share by: