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Family Office - Tax

Tax is becoming more complex and a greater administrative burden to taxpayers; individuals, trusts and companies alike.  We take that complexity and help make it simple to understand, ensuring you avoid the many tax traps that await.

Of course, we offer the compliance service of tax returns and other filing requirements, but what is far more valuable to you and your family is our assistance with long term tax planning, including:

  • structuring of family investments and finances, ensuring tax efficiency;
  • guiding you through the tax implications of any changes made to the holdings of those investments;
  • advising on the use of trusts and their benefits to your family;
  • planning for inheritance tax and the passing of assets down generations, to retain the accumulated wealth within your family; and
  • assisting with deceased estates, at what is a difficult time for the family.

As an award winning tax team, you can rely on us to have the expertise and skills necessary to provide the best advice and be a trusted partner to your family, dealing with HMRC directly and taking the pressure and worry away. 


 

Key contacts

Nick Haines - Partner Nick Haines
Partner
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