Strategic Tax Advice for Your Wealth
Wealth structuring services are essential for family offices and ultra-high-net-worth individuals, including entrepreneurs and high-net-worth individuals seeking effective tax solutions.
Our Services
Family Office
International Tax
Family Office
- Succession planning & governance: delivering tailored long-term client-centric strategies that incorporate tax, investment and commercial considerations across multiple generations.
- Philanthropic considerations: incorporating families' vision, values and purpose of wealth, distilling it into a clearly articulated and tailored giving strate
- Succession planning & governance: delivering tailored long-term client-centric strategies that incorporate tax, investment and commercial considerations across multiple generations.
- Philanthropic considerations: incorporating families' vision, values and purpose of wealth, distilling it into a clearly articulated and tailored giving strategy Establishment of suitable benchmarks and frameworks for ongoing monitoring and review of charitable objectives.
- Adviser coordination & special projects: developing, implementing, and providing ongoing oversight of sophisticated wealth structuring projects. Our role is to ensure every element of a client's professional advisory team is working towards a unified, long-term strategy.
Entrepreneurs
International Tax
Family Office
- Tax structuring: pre & post sale tax structuring considerations.
- Transaction advisory: providing M&A tax advice during the transaction process, including preparation and submission of HMRC tax clearances.
- Profit extraction: review and analysis of profit extraction strategies and their relative tax implications.
- New ventures: assisting with t
- Tax structuring: pre & post sale tax structuring considerations.
- Transaction advisory: providing M&A tax advice during the transaction process, including preparation and submission of HMRC tax clearances.
- Profit extraction: review and analysis of profit extraction strategies and their relative tax implications.
- New ventures: assisting with the tax and commercial considerations of establishing or investing into a new venture.
International Tax
International Tax
International Tax
- Tax residence: providing UK tax residence advice on how to actively manage tax residence and the relevant implications of being UK tax resident vs non-UK tax resident.
- Global mobility: considerations for globally mobile individuals and their businesses and asset holding structures.