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Private client wealth management

At JP MAGSON, we can help you to minimise your tax liabilities and develop tax efficient plans to help you build and maintain your wealth. We give advice to individuals and practically support them on the personal tax implications of the business alternatives.
Our goal is to provide you with a wealth management service that recognises your unique needs. With this in mind the knowledge and experience of our team helps you build your wealth, use and enjoy it and protect it. We will also set out your options clearly so that you can choose the best solutions yourself.


  1. Business succession planning
  2. Planning estate tax projections, liquidity analysis and suggesting planning idea that may reduce wealth transfer taxes etc.
  3. Income and gift tax planning e.g. family Limited Partnerships, retirement planning, Charitable Trusts etc.
  4. Charitable planning e.g. operation and reporting in connection with Private foundations, donor Advised Funds, Supporting Organizations, Public Charities etc.
  1. We will also set out your options clearly so that you can choose the best solutions yourself.

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