Private Wealth

We work with founders throughout the growth stage of their business, before helping them to structure for wealth in the lead up to exit, ensuring they plan their exit in a tax efficient way.

Approaching an exit can take you into a new territory with unexpected challenges, away from the day-to-day business you know so well. But it’s a world we are extremely familiar with. We care about your personal wealth, and we’re on hand to support as and when that arrives.

Our relationship continues post-exit, helping to manage and protect assets by advising on longer term wealth management structures such as family investment companies, trusts and investment holding structures.

Moving your country of residence and adapting to a new tax regime can be complicated. Our team work with clients to plan their move to or from the UK advising on pre-entry and exit planning. Common scenarios include expats returning to the UK or international families moving to or from the UK for work or schooling.

We work with clients post a major life event, for example a business sale, divorce or inheritance, advising on the set up of tax efficient wealth management structures and the ongoing compliance support needed to ensure they operate correctly. This can include structures such as Trusts, family investment companies.

We work with clients to understand their current IHT exposure, ensuring the value of available reliefs and allowances are maximised and to develop a long-term strategy for the transfer of wealth between generations in an IHT efficient way.

Our strong reputation in the charitable sector makes us well placed to support your charitable wishes, whether tax efficient giving via your will and lifetime gifts or the set up and management family charitable trusts and foundations.