Typical Areas of Support
This is not intended to cover all areas of expertise, but more to give you a flavour of the work and our involvement.
The annual compliance is a key area for private clients – whether this is for individuals, businesses, trusts or charities.
Shareholder Exit Planning
Whether planning for an exit or making an initial investment into a business, there are many tax reliefs available which entrepreneurs should consider.
Inheritance Tax & Wealth Succession
We help clients understand their inheritance tax exposure, how any liability is calculated and what reliefs/exemptions may be available.
We help clients understand their tax position, working with overseas advisors, to make sure they are fully compliant and their affairs are in order – worldwide.
There are a variety of options for clients when it comes to investment structuring and we work with clients and their advisers to develop a strategy that is appropriate for the family and their broader long-term objectives.
The variety of topics in the private client world is endless – our experience in private client matters puts us in good stead to help with your own and the family’s affairs.
Monitoring the family balance sheet is a key role and is the starting point to understanding the family’s vested interests.
Estate Planning & Wealth Succession
Estate planning and wealth succession does not happen overnight and we work with our clients to help create a long-term plan and then execute this over-time.
For many successful clients philanthropy becomes an important aspect of the longer-term family objectives and can involve various family members.
This is a far-reaching topic and covers governance within the family, between underlying business interests and the formalities of interaction and reporting. This can be important if the family are relying on a management team.
There are a variety of topics in the family office – whether it’s coaching family members or managing other staff members which support the family, we are there to help devise all the support the family may require.