Tax Strategies & Wealth Management

Tax Strategies & Wealth Management

There is no such thing as a good tax – Winston Churchill

Whatever our circumstances, most of us share certain goals, such as making our money work harder, securing a comfortable retirement and minimising the tax burden when passing assets to the next generation.

We provide a clear financial plan for our clients and work closely with them, reviewing progress and overcoming any barriers to allow them to meet their goals by utilising available tax efficiencies and reducing investment and financial risks wherever possible.

In order to further strengthen our taxation services we work closely with an award winning national tax boutique. As a result our clients can rest assured that they are always receiving a specialist service. As a result we can offer the following areas of particular expertise.

  • Business incorporations, cash extraction and dividend strategies.
  • Corporate acquisitions and disposals.
  • Employee share schemes and options (including EMI options).
  • Management buy-outs.
  • Share buy-backs.
  • Property taxes and SDLT.
  • Capital Allowances.
  • Corporate reconstructions and demergers.
  • Succession planning of owner managers.
  • Inheritance tax planning and effective use of trusts (both onshore and offshore).
  • UK resident foreign domiciliaries and UK property holding structures.
  • Image right structuring.
  • Withholding tax planning.
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