“A distinctive presence in the London private client world.”
(Legal 500)
Private Client

Lifetime Tax Planning

There may be opportunities to mitigate UK taxation through careful planning.  Capital gains tax, for example, is subject to a number of reliefs.  Prudent structuring, prior to the disposal of assets, whether by gift or sale, may bring the level of tax down to an acceptable level.

For our international clients, careful planning through wills, trust structures, companies, and the use of double tax treaty provisions can ensure that individuals who are taxable in more than one jurisdiction are able to mitigate their liabilities and avoid double taxation. Our practice is focused on advice on the re-structuring, modernisation and simplification of our clients’ global wealth structures to provide optimal tax treatment.

We have a wide range of professional contacts in areas which are familiar offshore tax jurisdictions, particularly Bermuda, Cayman, Switzerland and the Channel Islands. Whether we work with these contacts or our clients’ own advisers, a detailed knowledge of offshore jurisdictions allows us to set up the most flexible and efficient structures for our clients.

We also work with a number of professional firms, financial institutions and trustees in jurisdictions with complex taxation regimes such as the USA and Canada.  In working with these contacts, we have developed extensive knowledge of the issues that arise in cross-border tax planning.

About cookies on our website

Following a revised EU directive on website cookies, each company based, or doing business, in the EU is required to notify users about the cookies used on their website.

Our site uses cookies to improve your experience of certain areas of the site and to allow the use of specific functionality like social media page sharing. You may delete and block all cookies from this site, but as a result parts of the site may not work as intended.

To find out more about what cookies are, which cookies we use on this website and how to delete and block cookies, please see our privacy policy page.