High Net Worth Individuals
If you are fortunate enough to fall into the category that the media refers to as High Net Worth (HNW) individuals, you will probably have the additional burden of having varied and complex sources of income as well as all the burdens of meeting the deadlines and requirements of Self Assessment.
If you are such an individual, your income streams may fall into one or more of the categories below:
- Income from a share/unit trust portfolio
- Income from a property portfolio
- Grants/exercises from Share Option Schemes
- Capital gains/losses from disposals of the above
- Income from Trusts and/or Estates.
Some of these areas are covered in more detail in this personal tax part of the LMG site, but if you find that a particular area of concern is not covered elsewhere, or you would welcome advice on your investments, then please contact us via the Enquiry Form and we will be happy to advise you.