With assistance from a worldwide network of advisors, we oversee the global tax affairs of a portfolio of prominent, ultra-high-net worth individuals, successful professionals and entrepreneurs, wealthy families, trusts and non-domiciles; many of whom have extensive, often global, business, property and investment interests, requiring wide-ranging and complex tax compliance and advisory support.
Each client has their own unique family situation, lifestyle priorities and wealth structuring opportunities. We shape our advice to their individual needs, acting as their financial manager and confidant, working alongside private banks, wealth advisors, family offices and trust companies – to oversee every aspect of their wealth and maximise tax efficiency.
Whilst we handle all UK compliance related matters for clients with the utmost of discretion, our focus is on providing a first-class advisory and ‘financial management’ service, helping them anticipate any tax issues that could arise with their affairs and advising them on all their financial decision-making throughout the year. Key to the personalised service we provide is that clients can access our advice and support when they need it – we are always available to assist and answer questions they have or advise on any business or personal tax matter for peace of mind. We value the confidence in which we’re held, and the trust that underpins this.