Identifying the optimal way to manage, grow, protect and distribute assets is the key objective of the wealth structuring process.

We work closely with our clients from the outset to achieve a thorough understanding of their current financial position and personal objectives going forward. The time spent in the early stages is extremely valuable, as it ensures the solutions we devise are bespoke and truly meet the needs of our clients.

Tax efficiency is an essential driver of a well designed wealth structure. Our knowledge of taxation and of the structures which can be used to achieve a greater return will, significantly, enhance a family's future financial position.

Tax structures typically enhance returns by deferring or avoiding tax and can be wrapped around most types of financial asset. The ever increasing variety of trusts, investment fund wrappers, pensions and other tax based structures will reduce the amount of tax paid, provided they are used appropriately.

Looking forward, a regular review of the wealth structure we create helps to reduce future uncertainty. Review enables our clients to react to change, whether personal, legislative or innovative, in a timely and appropriate manner.

Services

• Taxation of Investments
  We offer advice on the structuring of investments to reduce tax charges.
• Pensions
  We can bring an understanding to how pension plans measure up against future needs.
• Inheritance Tax Planning
  Advice on reducing the amount of Inheritance Tax payable on estates.
• Offshore Issues
  Advice on reducing or defering liability to taxation in the UK.
• Philanthropy
  Guidance for clients wishing to allocate part of their wealth to philanthropic causes.