For private clients, the need for specialist tax advice has never been greater. Legislation is becoming more complex, tax authorities are hardening their attitudes to tax planning and there is an increased risk of investigation.
We provide advice that ensures our clients are operating within the rules, whilst making their wealth work in a way that suits their needs. We work with high net worth individuals, families, family offices and business owners to help them structure their domestic and international affairs in an efficient and compliant manner. We also provide assistance to advisers to private clients, working with trust companies, lawyers and Independent Financial Advisers.
We listen carefully to the specific needs of our clients and work to deliver exceptional service through practical, bespoke advice, tailored to an individual’s priorities.
We deliver a comprehensive set of services including asset structuring, succession planning, estate planning, trust services (including using UK and offshore trusts), tax compliance, risk management, and family business advisory.
