Tax structuring and compliance
When managing your family’s wealth, we take the view that sensible tax planning can save you money, help the active management of your portfolio and simplify your financial affairs. It’s this integrated approach that adds the most value for you and sets us apart from other advisers.
In structuring your investment strategy, our specialist knowledge enables us to design solutions that optimise your tax situation. If appropriate, we will also look at the tax implications for external assets and funds for which we don’t have custody, in order to ensure a coherent overall strategy.
Our core services include:
- tax-efficient organisation of your financial affairs;
- tax-efficient investment structures;
- employer equity and options strategy and management;
- advice and arrangement of tax-advantaged products;
- advice and administration of trust arrangements;
- tax compliance (preparation and submission of tax returns, appeals, etc.).
