Private Client Services


The XC Group can help you reach your financial goals.

Welcome to The XC Group, a leading provider of private client tax planning services.

We understand that navigating the complexities of private client tax can be overwhelming and time-consuming. That’s where we come in. Our team of experienced professionals has helped countless clients with their private client tax planning needs, and we are ready to do the same for you.

At The XC Group, we pride ourselves on our expertise and varied experience. Our team has a deep understanding of the UK tax system and is constantly staying up-to-date on the latest changes and developments. We have worked with a wide range of clients, from high net worth individuals to business owners, and we have the skills and knowledge to find tax-efficient solutions tailored to your specific needs.

Our services include:

  • Tax planning and advice
  • Estate and succession planning
  • Trust and charitable giving
  • International tax planning
  • Asset protection
  • Wealth management

Effective tax planning is an essential part of financial management for private clients. It involves analysing your financial situation, identifying opportunities to minimise your tax liability, and implementing strategies to take advantage of those opportunities. Proper tax planning can help you retain more of your hard-earned income, grow your wealth, and achieve your financial goals.




Our tax planning services include:

  • Reviewing your financial situation to identify tax-saving opportunities
  • Advising on the most tax-efficient structure for your business or investments
  • Helping you claim all available tax deductions and credits
  • Assisting with the preparation of your tax returns
  • Providing ongoing tax advice to help you make informed financial decisions.

At The XC Group, we offer a range of tax planning services to help you make the most of your financial resources. Our team will work with you to assess your financial situation, identify areas where you may be able to reduce your tax burden, and develop a customised plan to achieve your objectives. We will also keep you informed of changes to the tax code and how they may impact your financial plans.


What is a Self Assessment tax return?


Completing a self-assessment also called a Personal Tax Return, can be a complicated and time-consuming job. This can involve sorting out the paperwork, making calculations, completing the online forms, and meeting HMRC’s deadline for online filing.If you’ve never completed a self-assessment on your own, have recently started your business, or if you don’t know the process, you could risk making a mistake if you attempt to complete it yourself.You can also get a penalty of £100 if the filing is late.

That’s where The XC Group comes in.


Domicile status Non-res director’s visiting the UK SA & PAYE Tax Treaties

A persons liability for income tax in the UK is dependent on their tax residence and domicile status.

To check that you wont be classed as a resident in the UK, you can use the UK Government Statutory Residence Test.

If you’re an overseas director of a UK company but classed as a non-resident, you can visit the UK for short periods of time without establishing tax residence in the UK.

However, you may be liable for UK income tax and NICs – see next tab for more information.

Any director of a UK company (including non-resident director’s) can fall into self-assessment criteria.

The rules are as follows:

If the director is issued with a UK tax return, they must file the tax return by the relevant deadline. Even where there is no tax due a return must be filed if it is issued by HMRC. As with any other tax return, if it is filed after the deadline a penalty will be incurred.

If you’re a non-resident director that receives income from your UK activities but a UK tax return isn’t issued by HMRC, then you must notify and register with HMRC in the UK. If you don’t notify HMRC, there will be a penalty for failing to notify HMRC, unless the tax is paid by the filing deadline (and the return submitted).

Tax treaties don’t offer protection to director’s from UK tax perspective. Often people believe that if there is a tax treaty between the UK and the director’s country of residence, then this will exempt their income in the UK from UK income tax. However, this isn’t always the case, so seek advice. Director’s need to be considered separately from other visitors if they are board director’s.