Wealth Structuring

We provide legal and tax advice to both onshore and offshore clients. We look at the whole picture and provide solutions and structures that are individually tailored.

We act for traditional landed estates, business entrepreneurs, and sophisticated investors such as hedge fund managers and private equity principals. Whilst the backgrounds of these clients differ, their objectives are often similar. They all wish to maintain and manage family wealth through multiple generations.

As tax and trust lawyers, new clients primarily contact us for advice on the most tax efficient way to structure their assets. However, our approach is more holistic than pure structuring; we set out a family wealth and succession strategy before working closely with clients on implementation.

Many of our clients have varied assets and interests all over the world. We are often presented with unique problems with regard to conflicts of tax and succession laws. Whilst our offering is multi-disciplined, in order to provide a bespoke service we work with other professionals, both in the UK and abroad. We put together the best-qualified team to help our clients. Whether that is bankers, investment managers or property consultants, our selection is truly independent.