Private Wealth Structuring
Built to last: tax-efficient frameworks for wealth protection.
For clients with significant personal wealth, structuring is essential—not just to reduce tax, but to ensure assets are protected, managed and transferred in line with family goals. We specialise in the design and implementation of bespoke wealth structures that reflect the specific needs of each client, often combining UK and international elements.
Our team brings deep technical knowledge in trust planning, family investment companies (FICs), corporate structuring and international holding vehicles. We act as long-term advisers to families who require thoughtful, well-governed solutions.
Our services include:
Trust planning and implementation: Establishing UK and offshore trusts tailored to family and asset needs. We advise on discretionary, interest-in-possession, and vulnerable beneficiary trusts, ensuring full alignment with tax and succession goals.
Family investment companies (FICs): Advising on when and how to use FICs for wealth accumulation, IHT mitigation and intergenerational participation, including share structuring and dividend strategies.
Corporate and partnership structures: Creating tailored vehicles to hold property, business, or investment portfolios, with a view to efficiency, control, and succession.
Asset protection strategies: Using appropriate legal and tax structures to ring-fence assets from business risks, creditor claims, divorce or family disputes.
International holding companies: For globally mobile families, we structure ownership across jurisdictions, factoring in CFC rules, tax treaty networks, and regulatory considerations.
Governance and stewardship: Helping families establish decision-making frameworks, shareholder agreements, and protocols that ensure continuity and clarity for future generations.
Every structure we create is technically rigorous and built to last. Our role is not simply to recommend vehicles—but to guide our clients through the evolution of their structures over time.