Tax is an important part of arranging individual’s and families’ affairs but it is not the only consideration: investment performance, balance of assets held, ease of administration and coordination are all key factors in assessing whether your affairs are arranged in the best way for you and your family. You may not have the time to consider the whole picture or make sure everyone is working together and that is where we come in.

We are able to ensure your affairs are structured in a practical and effective way from all points of view bringing in or working with others as needed so that your aims are identified and your objectives achieved. We can then keep matters under review to keep your financial affairs on track. As family milestones occur such as marriages, children or inheritances we can adapt the strategy to accommodate the new challenges.

We will work with your investment managers, bankers and lawyers to develop a strategy that minimises the administration for you while achieving your targets and, of course, making sure that maximum tax efficiency is achieved.

Where necessary we can use our extensive contacts to find the right advisers for you. Using our international contacts we can also find advisers for you in other jurisdictions and liaise with trustees whether onshore or outside the UK to keep your affairs running smoothly.

Please contact a member of our team for further information.