OUR SERVICE OFFERING
Family and
Wealth
We advise on all types of personal tax matters, including Inheritance Tax, residency planning and family taxes.
Our Family & Wealth Tax Advisory Approach
Whether you are exiting a business, undergoing changes to your personal circumstances or simply planning ahead, we can help you to strategically manage your assets while minimising tax liabilities for yourself and your family’s future generations.
With expertise in both domestic and international tax matters, our team work closely with clients to understand their goals, offering easy-to-understand advice to help navigate complex financial landscapes.
With considerable experience not only in providing tax guidance but also of residing outside the UK, our team are passionate about delivering the highest level of tax support to clients.
We believe tax advice should not be hidden behind complex language but presented in a digestible, easy-to-understand format with clarity and accuracy always at the forefront.
Our experts are available to gain a full, no-obligation understanding of your requirements. Upon being instructed, we will respect any deadlines created by your circumstances, with the ultimate aim of providing the best possible holistic approach which enables you to make informed decisions. We offer fixed fees based on the complexity of work involved.
Our Service Offering
Inheritance Tax Planning:
Are you worried about leaving your family with a large tax bill? We’re here to deliver peace of mind by providing solutions that minimise the tax which arises when a person dies.
Trusts and Estates:
We offer comprehensive advice on establishing and managing trusts, as well as navigating the complexities of estate planning and administration. This includes guidance on the setting up and closure of overseas trust arrangements.
Residency and Relocation:
Whether you’re moving for business or personal reasons, we provide guidance on navigating the tax implications of relocating to or from the UK. We also offer advice on treaty tax relief in cross-border cases.
How can we help?
We specialise in domestic and international private wealth taxes, providing easy-to-understand advice on complex matters and expert witness reports.
- Tax planning
- Succession, wealth and generational planning
- International tax planning
- Tax compliance and reporting
- Divorce and separation
Why choose Us
Many regular accountants simply do not have the scope of expertise to provide the best-in-class tax support we are qualified to offer. Indeed, we receive many referrals from accountants or lawyers, with whom we work non-competitively to identify the best solution for their clients.
Delivering peace of mind is important to us and whether you’re seeking one-off advice or ongoing guidance as your circumstances evolve, we will be happy to help you.
Frequently Asked Questions
When should family and wealth tax planning advice be sought?
The most effective planning is done well in advance of major life events such as a business exit, relocation, succession, or changes in family circumstances. Early advice provides greater flexibility and more opportunities to reduce tax exposure, although we regularly support clients who require urgent guidance due to time sensitive or unexpected changes.
How can you help reduce Inheritance Tax for future generations?
We advise on a wide range of Inheritance Tax planning strategies tailored to your personal and family objectives. This may include the use of trusts, lifetime gifting, succession planning and asset structuring. Our focus is on delivering practical solutions that preserve family wealth while ensuring compliance and long-term peace of mind.
Do you advise on international and cross-border personal tax matters?
Yes. We have extensive experience advising individuals and families with international connections, including residency and domicile planning, relocation to or from the UK, and treaty relief. We help clients understand their tax obligations across jurisdictions and structure their affairs efficiently in a global context.
Can you assist during sensitive situations such as divorce or separation?
We regularly advise clients during divorce or separation, where tax considerations are often overlooked but can have a significant financial impact. Our role is to provide clear, objective advice on the tax consequences of asset division and ongoing arrangements, helping clients make informed decisions during a challenging time.
How do you work with other advisers such as accountants and lawyers?
We frequently work alongside clients’ existing accountants, solicitors and family advisers, as well as those referred to us by clients. Our approach is collaborative and non-competitive, ensuring specialist tax expertise is integrated seamlessly into the wider advisory team to achieve the best overall outcome.
What else do we offer?
If you’re encountering problems in your tax situation, such as an HMRC investigation or dispute, visit our Investigations and Disputes page. Or go to our Corporate Structuring page for support with achieving your commercial and personal goals efficiently and confidently.
Contact Us
If you require support with any aspect of your VAT position, reach out to a member of our team for an initial conversation to explore how we can support your business.
