BKL

At your side for the moments that matter

We’re Top 40 accountants, tax advisers and business advisers based in London and Cardiff. Our private clients include high net worth individuals, families, senior executives, entrepreneurs, property investors and landowners. Many of our client relationships have been built over generations.

We specialise in supporting HNWIs, UHNWIs and families – both UK-resident and non-UK resident – including intergenerational families and trusts. We develop plans to create, manage and preserve wealth between generations, including realising value from land and property.

Our partners are actively involved, taking an ongoing interest in your finances and giving you access to their expertise.

We’re proactive in offering suggestions that support your strategy. We bring new ideas, question existing thinking to see how we can help, and often influence major decisions.

Our specialist private client services include:

Wealth management

Helping you to think through your finances and make significant improvements, whether by reducing your outgoings (without making any lifestyle changes) or by helping you to generate cash. Our advisers recommend investments while considering opportunities to minimise your tax liabilities.

Inheritance tax, trust and estate planning

By structuring your estate tax-efficiently, HMRC’s claim on your estate could be minimised so your loved ones receive more of your wealth. Other strategies include setting up trusts, preparing a will and lasting powers of attorney.

Probate services

Our probate specialists can collect the money due to the estate, pay the taxes and other debts and distribute the estate to beneficiaries at the earliest possible date for you. We can even act as an executor or administrator and will manage the whole process for you.

In short, we understand that your personal financial matters are just that: personal. We’ll work with you to understand and empathise, and provide sound, sensitive advice you can trust.

BKL’s broader range of services include tax consultancy, audit, accounting, corporate finance and outsourcing. We also offer specialist advisory services including fractional CFO, IT, governance and sustainability.

We belong to the DFK International alliance, spanning 200+ accountancy firms in 90+ countries. Through our close work with local advisers, clients with interests and operations overseas receive high-level support.

As a certified B Corporation (B Corp), we’re verified as a business that acts with consideration for people, planet and purpose, not just profit.