Trusted by 300+ clients across the UK and internationally | HMRC clearance success rate: 100%+ | Inheritance tax savings £100m+ |
The complexities of modern tax legislation, combined with changing family circumstances and evolving financial objectives, make professional wealth planning essential for high net worth individuals and families.
Our wealth planning specialists understand that every family’s situation is unique, with different priorities, risks tolerances and long-term aspirations. We create bespoke high net worth tax planning strategies that protect your wealth from unnecessary taxation while ensuring it can be passed efficiently to future generations and support your philanthropic goals.
Why Specialist Wealth Planning Makes the Difference
The difference between basic tax planning and sophisticated wealth planning lies in the depth of analysis, strategic thinking and ongoing management required. Wealth planning isn’t just about minimising current year tax liabilities. It’s about creating sustainable structures that adapt to changing circumstances while preserving wealth across generations.
Our team brings together expertise across multiple disciplines, from inheritance tax planning to international structures, ensuring nothing is overlooked in your comprehensive wealth strategy. Most importantly, we recognise that wealth planning is intensely personal. Your strategy must reflect your values, family dynamics and long-term vision, not just tax efficiency. That’s why we work closely with you to create plans that achieve your broader objectives while delivering substantial tax benefits.
Investment and Asset Structuring
International Wealth Planning
Estate Planning and Inheritance Tax Mitigation
Comprehensive Wealth Planning Solutions for Modern Families
Effective wealth planning encompasses multiple interconnected areas, each requiring specialist knowledge and careful coordination. Our holistic approach ensures all aspects of your financial affairs work together harmoniously to achieve your personal and family objectives.
Protecting Your Wealth Through Expert Guidance
The complexity of modern wealth tax planning means that even small oversights can have significant consequences. Our clients value not just the immediate tax savings we deliver, but the peace of mind that comes from knowing their wealth is properly protected and positioned for the future.
We pride ourselves on providing clear, jargon-free advice that helps you understand your options and make informed decisions. You’ll always know why we’re recommending particular strategies and how they fit into your broader wealth planning objectives.
Our Holistic Wealth Tax Planning Approach
Creating effective wealth tax planning strategies requires understanding your complete financial picture, family circumstances and long-term objectives. Our comprehensive approach ensures that every aspect of your wealth is optimally structured and protected.
Personal Financial Architecture Review: We begin with a thorough analysis of your current wealth position, including all assets, liabilities, income sources and existing planning structures.
Strategic Planning Development: Based on our analysis, we develop a comprehensive wealth planning strategy that addresses your immediate needs while building flexibility for future opportunities.
Implementation and Coordination: We work closely with your existing advisers, including lawyers, investment managers and family office professionals, to implement your wealth planning strategy seamlessly.
Ongoing Strategy Management: Wealth planning is never static. We provide continuous monitoring and regular reviews to ensure your strategy remains optimal as circumstances change, legislation evolves and new opportunities emerge.
Work with Leading Wealth Tax Planning Specialists
Your wealth represents more than just financial assets, it’s the foundation for your family’s future security and your ability to make a positive impact. This makes choosing the right wealth planning partner crucial for achieving your long-term objectives. Get in touch with wealth tax planning experts today and discover how strategic planning can protect and enhance your wealth.
Prefer to Talk First?
Concerned about inheritance tax on your estate? The most effective wealth planning strategies require time to implement properly. Give us a call today to speak to one of our wealth planning specialists.
Frequently Asked Questions.
Here is a list of the most frequently asked questions from our clients.
Q.
How often should I review my wealth planning strategy?
A.
We recommend formal reviews at least annually, with additional reviews triggered by significant life events, changes in legislation or shifts in your financial position. Regular monitoring ensures your strategy remains optimal and adapts to changing circumstances.
Q.
What’s the difference between wealth planning and basic tax planning?
A.
Wealth planning takes a holistic, long-term approach that considers your complete financial picture, family objectives and multi-generational goals. It goes beyond annual tax efficiency to create sustainable structures that preserve and enhance wealth over time.
Q.
How much wealth do I need before professional wealth planning becomes worthwhile?
A.
While there’s no strict threshold, wealth tax planning typically becomes valuable when your estate approaches or exceeds the inheritance tax nil rate band or when you have complex assets, international elements or specific family circumstances that require specialist advice.
