The Tax Man
It’s said that death and taxes are certain – only death doesn’t get any worse. Mitigating the “frequent visits and the odious examination of the tax gatherers…” (Adam Smith) for our clients is an important consideration.
We provide custodial solutions for many account structures and tax jurisdictions. We enjoy long-standing relationships with leading custodial companies from whom we receive a high level of service. This allows us to provide comprehensive support for clients’ tax planning to both onshore and offshore clients in a wide range of legal structures and jurisdictions. The popularity of PEPs, ISAs, Self-Invested Personal Pensions (SIPPs) and Offshore Investment Bonds means that many UK clients have the bulk of their portfolio in tax-efficient accounts.
Whilst we do not give specific tax advice nor do we do tax planning, we can help you with this choice, and it is a proud feature of our expertise that we manage the tax context of your investment to optimise growth, and find the most efficient tax structure to suit the individual investor.