Wealth Planning

We are well renowned for our skills in taxation matters, both onshore and offshore.

Wealth Planning

As a boutique City of London firm specialising in the fields of domestic and international tax and estate planning, we have a notable depth of knowledge which is often not found in many larger firms. We have a global reach extending across many jurisdictions and extensive knowledge of offshore and onshore trust arrangements.

Our Wealth Planning team acts for a wide range of UK and overseas individuals, trustees, families, their family offices, those in the private wealth industry who advise them and owner-managed businesses looking for advice on both domestic and offshore matters.

Our key areas of expertise are as follows:

Business creation and buying and selling businesses:

  • Income Tax
  • Capital Gains Tax
  • Inheritance Tax
  • Stamp Duty and Stamp Duty Land Tax
  • Annual Tax on Enveloped Dwellings
  • Advising on domicile and residence
  • Cross-border Wills, tax and succession planning
  • Advice on the UK Statutory Residency Test
  • Advice on investing in the UK
  • Immigration and pre-immigration planning
  • Trusts and offshore corporations – set up and management
  • General tax and trusts advice
  • Advising offshore trustees on their duties in respect of UK tax
  • Advising clients on making disclosures to HM Revenue Customs
  • Advising on appropriate ownership structures for UK Property; both residential and commercial
  • Emigration Planning
  • Will drafting
  • Probate & Estate administration
  • Post-death tax planning
  • Lasting Powers of Attorney (preparation and registration)
  • Registration of Enduring Powers of Attorney
  • Care of the elderly
    Trust and estate disputes
  • Trust creation and general management
    Court of Protection applications
  • Advice on property ownership and management

Our global reach extends across jurisdictions and international mobility. We act for a wide range of UK and overseas individuals, trustees, families, their family offices, those in the private wealth industry who advise them and owner-managed businesses looking for guidance on both domestic and offshore matters.

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There is a continuing need for good practical legal advice for families and their professional advisers in the creation and preservation of wealth. Our team’s wide experience over many years of practice will guide you through the ever-changing complexity of current taxation rules, providing related legal advice tailored to reflect your practical needs. We are happy to talk by telephone, or at an initial meeting, to understand your query and see how we can help without substantial commitment.

How we can help

We can advise High Net Worth (HNW) Individuals (whether UK resident or non-UK resident or UK domiciled or non-UK domiciled) who are purchasing any UK property

Key Considerations:

1. Explore best options for purchase considering future use and individual’s circumstances.

2. For individuals, considerations will include the impact of SDLT, CGT, Non-Resident CGT, Income Tax and IHT depending on the value of the property and use.

3. In terms of corporate acquisitions (where relevant) advice on the following aspects will be required, i.e. SDLT, Corporation Tax, Annual Tax on Enveloped Dwellings (ATED), ATED Related Gains Tax, Non-Resident CGT and any related anti-avoidance provisions and the General Anti-Abuse Rule.

We can advise on the UK tax, immigration and wealth planning issues related to any non-UK resident, non-UK domiciled, High Net Worth (HNW) Individual moving to the UK to become UK resident.

Key Considerations:

1. Specific immigration advice for any client who does not have UK settled status.

2. Advice on the effectiveness of any Offshore Trust/Company Structure held by the HNW as Settlor/Beneficiary (and his wife and family) from a UK tax perspective to include the following aspects, i.e. inheritance tax (IHT), income tax, Capital Gains Tax (and related anti-avoidance provisions) and the General Anti-Abuse Rule. This would include consideration of any restructure or resettlement of the existing Trust (where relevant) and include consideration of all UK tax issues relating to specific assets (particularly in relation to UK property and IHT).

3. Continuing advice on other personal planning aspects, e.g. on remittance basis planning issues to ensure effective UK tax planning for the individual as a non-UK domiciliary to ensure he is only charged to UK tax on what he brings into the UK and his foreign and his foreign income and gains can be retained tax free offshore.

Case Studies

The client was non-UK resident and acting in the administration of a non-UK resident and domiciled deceased’s estate and there were assets in the UK that required a grant of probate.

Partner - Head of Wealth Planning

Senior Partner


Senior Associate


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