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YOUR  PARTNER IN
- TAX PLANNING & ADVISORY
- FINANCIAL PLANNING
- WEALTH MANAGEMENT

Trader at Workstation

Who We Are

4. We are a one-stop, holistic tax/financial partner capable of handling increasingly complex and specific client needs.

3. We provide personalised tax/financial  advice tailored to your needs.

1. We're dedicated to offering tailored tax planning, & advisory, financial planning and wealth management services.

2. We pride ourselves on a personal, people-centred approach.

Services

Tax Planning & Preparation: â€‹

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  • HMRC Representation: Acting as the client's representative in audits or disputes with tax authorities.

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  • ​Proactive Tax Strategy: Developing year-round strategies to legally minimise tax burdens on income, investments, and inheritances.

Comprehensive Financial Planning:

This service focuses on the overall financial picture.​​

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  • Debt Management & Optimisation: Providing advice on managing existing debt and leveraging credit effectively.

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  • Risk Management & Insurance Analysis: Reviewing current insurance coverage (life, health, disability) to ensure adequate protection.

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  • Budgeting & Cash Flow Analysis: Helping clients understand where their money goes and how to optimise savings.

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  • Retirement Planning: Creating strategies to ensure financial security throughout retirement years.

Wealth Management & Investment Advice:

This service is for clients with newly acquired or established assets seeking growth and preservation.

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  • Portfolio Management: Managing investment portfolios tailored to the client's specific risk tolerance and goals.

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  • Estate Planning Coordination: Working with legal professionals to ensure smooth asset transfer to heirs and minimise estate taxes.

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  • Education Fund Planning: Creating tax-efficient plans for funding children's or grandchildren's education.

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  • Charitable Giving Strategies: Structuring donations in the most tax-advantageous manner.

Advanced Tax Structuring and Wealth Transfer

These services focus on legally reducing immediate and future tax liabilities through complex structures. 

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  • Trust and Foundation Planning: Establishing and managing complex trust structures (onshore and offshore) to shield assets from inheritance tax (IHT) and lawsuits, while controlling how and when wealth is distributed to heirs across generations.

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  • Family Investment Companies (FICs): Utilising private limited companies to manage family investments, benefiting from lower corporation tax rates compared to personal income tax, and structuring share classes to pass value to future generations tax-efficiently.

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  • Estate and Gift Tax Mitigation: Implementing sophisticated gifting strategies, using lifetime exemptions, and leveraging specific reliefs to reduce the size of the taxable estate and minimise IHT liabilities.

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  • Business Succession Planning: Integrating business transition plans with personal tax goals to minimise Capital Gains Tax (CGT) and IHT upon sale or transfer of the business to the next generation or a third party. 

Comprehensive Financial Planning:

This service focuses on the overall financial picture.​​

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  • Debt Management & Optimisation: Providing advice on managing existing debt and leveraging credit effectively.

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  • Risk Management & Insurance Analysis: Reviewing current insurance coverage (life, health, disability) to ensure adequate protection.

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  • Budgeting & Cash Flow Analysis: Helping clients understand where their money goes and how to optimise savings.

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  • Retirement Planning: Creating strategies to ensure financial security throughout retirement years.

Niche & Specialised Services

  1. Executive Compensation & Benefits Consulting:

    • Focus: Advising high-level executives on optimising complex compensation packages, including stock options (ISOs, NSOs), restricted stock units (RSUs), deferred compensation, and benefits negotiations.​

  2. Business Financial Services (Beyond Succession):

    • Focus: Offering bookkeeping oversight, business performance analysis, and cash flow projections for business owners as an additional service with their personal wealth.

  3. Philanthropic Advisory / Private Foundation Management:

    • Focus: Moving beyond simple "charitable giving strategies" to advising on the establishment and ongoing management of private foundations or donor-advised funds (DAFs).

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Client Experience & "Lifestyle" Services

  1. Family Office Services (for High Net Worth & Ultra-High Net Worth):

    • Focus: A bundled offering that acts as a single point of contact for managing the entire financial life of ultra-high-net-worth families. This can include:

      • Bill Payment & Cash Flow Management: Handling all household payables and receivables.

      • Concierge Services: Managing administrative tasks like coordinating private travel, household staff payroll, or asset acquisition (yachts, real estate).

      • Intergenerational Wealth Education: Educating the next generation on financial responsibility and stewardship of family wealth.​​

Cross-Border & International Tax Advisory

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Navigating the complexities of global mobility requires expert guidance. With the abolition of the UK's non-domicile rules and the introduction of a residence-based tax system in April 2025, individuals with international connections face a fundamental shift in their tax liabilities.

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Our Cross-Border & International Tax Advisory service is designed to help globally mobile clients comply with new regulations, leverage available transitional reliefs, and ensure their wealth and assets remain structured efficiently across multiple jurisdictions.

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How We Can Partner With You:

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  • Strategic Residency & Domicile Planning:

    • We provide expert analysis of your UK tax residence status under the statutory residence test, advising on the critical timing of your arrival or departure from the UK to maximise relief and mitigate liabilities in the current and new tax regimes.

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  • Navigating the 4-Year Foreign Income & Gains (FIG) Regime:

    • For qualifying new UK residents, we offer strategic planning to fully utilise the new four-year tax relief, ensuring that foreign income and gains are managed tax-free within this limited window.

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  • Utilising Transitional Reliefs:

    • We advise former non-doms on the optimal use of new reliefs, including the Temporary Repatriation Facility (TRF), which allows the clean-up of historic foreign income at a reduced 12% tax rate (available through 2026/27).

    • We also assist with capital gains tax (CGT) rebasing calculations for foreign assets held at April 2017.

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  • International Inheritance Tax (IHT) Planning:

    • As IHT moves to a 10-year residence test, we provide critical guidance on how this affects your worldwide estate. We coordinate cross-border wills and trust planning to ensure a seamless and tax-efficient transfer of assets, working alongside local experts in relevant foreign jurisdictions.

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  • Double Taxation Agreement (DTA) Analysis:

    • We analyse the extensive network of DTAs between the UK and other countries to ensure you are not taxed twice on the same income, claiming appropriate foreign tax credits and exemptions.

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  • Comprehensive Compliance & Reporting:

    • We ensure adherence to complex global reporting standards, managing your obligations related to foreign assets (e.g., Common Reporting Standard - CRS disclosures) to mitigate risks of penalties from international tax authorities.

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  • Offshore Trust Review:

    • We review existing offshore trust structures in light of the new UK rules, advising on necessary restructuring or planning to mitigate the loss of previous tax protections.

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  • Cross-Border Estate & Succession Planning:

    • Focus: Coordinating estate planning across multiple jurisdictions to ensure a seamless transfer of assets and minimise inheritance tax (IHT), gift, and estate taxes globally.

    • Services: Drafting or reviewing cross-border wills, establishing appropriate trust or foundation structures that comply with multiple legal systems, and managing inheritance tax planning for long-term non-UK resident individuals.

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Our goal is to provide clarity and peace of mind in a complex international tax environment, ensuring your financial strategy is robust, compliant, and optimised for your global lifestyle.

​​COMING SOON

Technology & Implementation

  1. Consolidated Reporting & Performance Tracking:

    • Focus: Offering access to a premium, integrated technology platform where clients can see all of their assets (bank accounts, investment portfolios, real estate, liabilities) in one single, secure dashboard for comprehensive tracking of their net worth.

  2. Digital Estate Vault Management:

    • Focus: A secure digital service for storing, organising, and ensuring access to essential documents (wills, trusts, insurance policies, digital asset information) for both the client and their designated heirs/executors.

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