Tax Planning for High-Net-Worth Individuals
We work with individuals and families to reduce tax liabilities, protect wealth, and plan for every life stage with confidence.
Whether you are managing a large investment portfolio, planning your estate, navigating a property disposal, or relocating to the UK, we provide the expert personal tax advice needed to make smart, informed decisions.
Capital Gains Tax
We identify all available reliefs and plan the timing of disposals to minimise CGT across your investment portfolio.
CGT Planning →Inheritance Tax
We design bespoke IHT mitigation strategies using gifting, trusts, and business reliefs to protect the wealth you pass on.
IHT & Estate Management →Trusts
We advise on the use of discretionary trusts, bare trusts, and other structures for estate planning and asset protection.
Use of Trusts →Pension Planning
We maximise pension contributions, carry forward unused allowances, and use pension contributions to reduce adjusted net income.
Pension Tax Planning →EIS / SEIS Investment
We advise on EIS and SEIS investment as a tax-efficient strategy, including CGT deferral and loss relief.
EIS / SEIS for Investors →Residence Planning
We advise on the FIG regime for new UK residents and internationally mobile individuals.
Residence & FIG Regime →Services for Individuals
Ready to Talk?
Book a free initial consultation and let us identify the most valuable tax opportunities for your situation.
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