The efficient structuring of assets is critical. Asset protection can be used to mitigate taxes, particularly Inheritance Tax. In providing advice, we thoroughly evaluate our clients’ individual circumstances and discuss the best options available to them.
Our clients include individuals and families, family offices, family investment companies, entrepreneurs and trusts.
Giving advice on wealth structuring requires a strong understanding of the mechanics and tax implications of a range of different entities.
We create a clear and robust framework which provides our clients with flexibility in how they use their assets and ensures that they are structured efficiently with minimum risk. Our services include:
We take time to understand our clients’ priorities and aim to build enduring relationships to achieve their desired outcome. Their key requirements typically include: