Private client

We know that protecting private wealth has never been more difficult. We are here to help you structure your wealth in the way that best suits you and you family, tailoring solutions to deliver the best outcomes in the most tax-efficient manner. Our expert team provides the full range of private client services, covering international tax and estate planning, trusts, foundations, corporate and partnership structures. Our teams across Europe advise on local issues related to private clients, working together where an individual has significant cross-border assets. In addition, we have particular expertise in advising on tax and estate planning for US clients based in the UK.

We also have a specialist charities team advising on a broad range of specialist areas, from set-up and registration, through to advice on taxation of donations, trading, VAT, employment, advertising and data protection. We deliver solutions for a wide range of not-for-profit organisations, from private family grant making charities through to large global names, so we understand the full range of issues they may be facing.


Private family

Advised a family on the structure of their assets following a significant business sale, including the establishment of trusts, forming a private investment company and preparing wills.

UK resident US citizen

Advised a UK resident US citizen on the UK tax implications of receiving payments from a series of US trusts and companies set up by her parents.

Jersey trust company

Advised a Jersey trust company on the tax implications of distributing a fund to UK resident beneficiaries including the correct treatment of historical income and gains accrued in UK and BVI companies.

Estate of a UK-resident foreign national

Administered the estate of a UK-resident foreign national with interests in non-UK foundations and companies.

UK trust company

Advised a UK trust company in relation to a tax investigation concerning one of its trusts, advising on its duties to the beneficiaries, potential liabilities and strategy to resolve the enquiry.

Offshore entities

Successfully resolved a substantial tax disclosure under the LDF amnesty scheme, reviewing and analysing the affairs of fifteen offshore entities over a period of fourteen years.



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