About Us - Wealth Structuring Services

Issue: Impending significant exit event for an entrepreneur who would have suffered substantial CGT.

What we did: Advised on managing UK tax residence position & structure of key deal terms and gorms of consideration.

Value: Significant increase in client's net of tax proceeds whilst ensuring all commercial objectives were met.

Issue: Following a change in tax residence, our client's exiting corporate holdings were not longer fit for purpose.

What we did: coordinated cross border tax advice spanning 4 different jurisdictions, including local legal advice.

Value: Our client's corporate holdings now meet the required commercial and legal objectives whilst reducing tax inefficiencies that existed in the prior group.

Issue: Our client was looking for a way to achieve their asset protection and succession planning objectives.

What we did: creation of a family investment company that provided 'growth' and 'freezer' shares. Creation of bespoke share rights such that the parents retained control of the FIC.

Value: asset protection was achieved & share structure meant that future increases in wealth would automatically fall within the next generation's estate.

Issue: The next generation members of our client wanted to become more engaged in the wealth discussions for the family yet the three groups ha very different risk parameters and objectives.  

What we did: creation of a family committee through multiple workshops and 1:1 sessions, whereby the vision, values and purpose of wealth was articulated such that each family group was aligned.  Implementation of tailored governance framework covering roles & responsibilities and family code of conduct for facilitating positive conversations relating to their wealth.

Value: alignment of family interests, improved communication and clarity on future direction of the family wealth.

Issue: Our client is a globally mobile individual who's digital business allows them to work anywhere in the world.  They wanted to understand the relative merits (tax & lifestyle) of certain jurisdictions.

What we did: we provided an overview of the key tax considerations for our client and their corporate holdings alongside lifestyle implications for multiple territories including: Switzerland, Dubai, UK, Ital and Portugal.

Value: Our client was able to make an informed choice as to where they pro-actively wished to base their tax residence and spend most of their time.

Issue: Following a recent liquidity event, our client was considering the best ways to structure their investment holdings across a variety of corporate, trust and insurance wrapper structures.

What we did: we provided UK tax advice as the relevant attributes of each structure, how gains, dividends and interest income would be taxed within each and what the potential tax implications on extraction of such funds would be, to the extent they were held in an entity.

Value: we were able to align strategic asset allocation with our client's personal wealth goals such that their personal and commercial objectives were met whilst mitigating tax erosion of investment return.