OUR EXPERTISE
Private Client
Protecting family wealth is a priority for most people, and effective tax planning has a large part to play in this process. We understand that building strong relationships is key.
Our Expertise
Private Client
Protecting family wealth is a priority for most people, and effective tax planning has a large part to play in this process. We understand that building strong relationships is key.
We leverage our global reach through our strong network of professionals to advise you, your family and future generations to come on:
capital gains
inheritance tax
pensions planning
exit & succession planning
residential
property tax
residence &
domicile advice
Offshore or UK based
Trust Structures
personal or family
investment companies
Our Process
1. Consultation
Initial consultation and fact-find
2. Brainstorm
Internal brainstorm session
3. Proposal
Proposal document
4. Engagement
Client engagement and take-on
5. Delivery
Delivery of tax advice
