Individuals

We have over 160 years’ experience of advising private clients: offering a partner-led service, taking a holistic view that encompasses our clients’ personal and business finances, and providing practical, timely advice.

We advise high net worth individuals, entrepreneurs, business owners and employees. Our clients rely on us for a wide variety of services, including advising on different types of wealth structuring vehicles, changes to tax and accounting legislation, compliance matters and how to protect assets and preserve wealth for future generations.

We have considerable experience in advising on international and cross-border issues. We use our diverse commercial experience to advise on the issues facing high net worth individuals today, such as the financing of business interests, maintenance and passing on of wealth and the tax efficient streamlining of their affairs.

Residence and domicile

The UK’s legislation concerning non-domiciled (non-dom) individuals has changed a number of times in recent years. In addition, changes to the taxation of non-UK domiciled individuals and offshore structures have added to the complexity. We help our clients to keep abreast of changes, but we also go further and provide holistic solutions to internationally mobile individuals.

For individuals looking to move themselves or their businesses abroad, we can provide integrated solutions; advising on the steps required to leave the UK effectively, considerations when setting up in a new country, and also the best practices once established abroad. Our membership of the Nexia network means we can also assist in planning for issues arising in the overseas jurisdiction. For individuals intending to move to the UK, we can provide pre-arrival planning to ensure that income streams and assets are structured in the most tax efficient way prior to acquiring UK tax residence.

This might include segregating funds for non-doms wishing to claim the remittance basis or setting up offshore structures to warehouse assets from exposure to UK taxes. We also provide structuring advice and solutions for non-UK residents who may be acquiring UK property or investing in UK businesses.

Whether you are looking to leave or to stay in the UK, it is essential that you seek advice before taking action. The tax pitfalls are numerous and we can provide prompt and thorough advice to help maximise personal wealth, even when decisions need to be made quickly.

Please do get in touch with us if you’d like an informal chat about how we might help you.