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Trusts

Trusts

Trusts are created as a means of wealth preservation. They can provide flexibility in allowing assets to be passed down through the generations in a secure and tax efficient manner. Our specialists can advise on the initial creation of a trust and help you to choose the most suitable structure. Once the trust has been formed we can provide ongoing advice concerning the running of the trust.

Land & property portfolio planning

Land & property portfolio planning

If you own several properties, you need to ensure you have the most tax efficient ownership structure. Investment property can be owned through different structures and all have an impact on your personal tax position. Our tax team have experience in advising individuals with buy-to-let properties, developers, and owners with commercial property both in the UK and overseas.

Education fees planning

Education fees planning

School fees can be a significant cost to incur. It’s important to have a plan in place that ensures the fees are affordable, efficient and sustainable. This may be a combination of maximising the use of existing personal sources of income or accessing alternative funds.  Our team can advise you on the best options.

Non-domiciles

Non-domiciles

Many of our non-domiciles clients have an international tax aspect to their personal financial matters. We will help you protect your earnings and minimise your tax liabilities while complying with local tax laws. We'll provide peace of mind that your international personal tax affairs are in order. 

Estates

Estates

Our estate planning specialists can assist you in mitigating inheritance tax liabilities by utilising lifetime gifts, both outright or via a trust.

High-net-worth individuals

High-net-worth individuals

Our team of personal tax specialists is experienced in working with high-net-worth individuals and will understand your unique requirements. In addition to ensuring that your personal tax affairs remain compliant, we will advise you on strategic tax planning.

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