For private clients, the need for specialist tax advice has never been greater. Around the world, legislation is becoming more complex, tax authorities are hardening their attitudes to tax planning and there is an increased risk of investigation.
Advice that ensures our clients are operating well within the rules, whilst making their wealth work in a way that suits their needs – is at a real premium. We work with high net worth and ultrahigh net worth individuals and families, business owners and family offices who are seeking an adviser 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, family offices, private banks and lawyers.
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.
Our approach is to bring advice to life. We advise our clients on what to do, rather than ‘what we know’, assisting our clients and their teams of professional advisers to implement our advice. And we offer ongoing compliance and assurance services as required.
We deliver a comprehensive set of services including asset structuring, succession planning, will planning, trust services, tax compliance, risk management, family business advisory and family office services on a national and international scale.
We have specialist teams based in London focussing on International Private Wealth, Entrepreneurial Private Wealth, US Private Wealth and Entrepreneurial Services and Family Private Wealth. For individuals experiencing an unexpected challenge to their personal finances, our Private Client Debt Advisory team will work with them, their professional advisers and creditors to reach a negotiated solution to avoid insolvency.