Information

Professional Status and Regulatory Compliance

Valecrest Private Tax operates as a UK sole-trader tax practice. Services are provided in accordance with HMRC requirements and the Professional Conduct in Relation to Taxation (PCRT). Client onboarding includes identity verification and AML/KYC checks in line with UK Money Laundering Regulations. Client information is handled in accordance with UK GDPR and the Data Protection Act 2018.

Professional Credentials

  • Chartered Tax Adviser (CTA), member of the Chartered Institute of Taxation (CIOT).
  • Over 20 years of experience advising high net worth individuals, many of whom have overseas structures or connections, including UK and offshore trusts.

Professional Indemnity Insurance

Professional indemnity insurance is maintained as required for UK tax practitioners. Details are available to clients upon request.

Ethical Duties and Conflict Screening

All enquiries are assessed individually to ensure compliance with professional, regulatory and contractual obligations. In some cases, I may be unable to act where doing so would conflict with these duties.

Other Information

Privacy Policy

Terms of Business

Get in touch

If you would like to discuss a matter, you can contact us with a brief outline of your circumstances and any relevant deadlines.

We will confirm whether we are able to assist and outline the next steps.

Contact Us