Managing substantial business investments, family investment trusts, large family estates and varied investment portfolios requires a high level of attention. The necessary tax compliance brings an additional layer of intricacy. Complex affairs require expertise and specialisation beyond basic accounting or taxation advice.
We understand that your need for financial advice and structuring and compliance are interdependent and the areas that often require the most careful consideration is where they intersect. That’s why we’ve created a solution that supports your financial advice. One should not exist without the other.
We offer expert specialist advice across the areas of tax, estate planning and asset protection. Our structuring and compliance services provide a solid base to support the financial advice you receive from your advisors.
We work in partnership with private banks and wealth management advisors to provide their clients with a streamlined, holistic service.
Our specialists bring the same level of professionalism to our private clients as our business clients with the added experience, specialisation and personalised service required to deal with the unique challenges you face.
Our Approach
Our approach is designed to enable clients to access as many or few modules as they require, providing a cost-effective and scalable solution.
The core modules are summarised in the following table. Each module includes a systematic process to record and understand your needs then develop, implement and monitor strategies to deliver your desired outcome.
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TAX RATE OPTIMISER |
EFFECTIVE ESTATE PLANNING |
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Streamline your arrangements and reduced your overall tax rate. Our tax rate optimiser pays particular attention to:
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Ensure your wishes are met, and achieve a tax effective transfer of assets. We work with your legal advisors to provide solutions in the following areas:
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ASSET PROTECTION STRATEGIES |
EFFECTIVE SUCCESSION PLANNING Module 4 |
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Protect the assets you’ve been working a lifetime for. Our systematic approach involves:
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Develop a tax effective succession plan to secure your business exit. We can provide a comprehensive review of your current structure and develop strategies with particular regard to:
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