Tax Advisory
Tax and accounting compliance
Tax continues to become increasingly complex.
My aim is to ensure your tax affairs are well managed and to provide clear, practical advice to ensure correct governance with the relevant authorities and maximise tax efficiency.
Business
I can offer a range of sub audit accountancy services including accounts preparation, VAT returns and self assessment returns. This accounting and tax compliance is provided as part of the wider advisory offering in order that I may fully understand you overall position and how everything fits together.
Employing people
If you employ people in the UK, I can help with payroll compliance and also managing domestic and other staff on your behalf as part of the family office services
Estate planning
The preservation of family wealth and planning for the next generation is an integral part of the work I do for my clients. I will work with your lawyers to ensure that your global assets and ambitions for succession are met.
Tax Planning
I will work with alongside any existing advisors (investment advisors, lawyers) to focus on effective sustainable tax planning solutions. My advice will be clear, focussed and tailored to you.
Because I invest the time to build long term relationships with my clients and fully understand their overall position I take a wider view than just tax planning and fully understand how my proactive advice fits in with the entire dynamic of my clients global assets.
I have the experience and knowledge to help you mitigate your tax burden and preserve assets for the future. I will help you manage tax exposure and create long term savings. I won’t just focus on your short term concerns but also on your long term goals.
With my understanding of your full financial picture I will help ensure you understand the economic and tax consequences of implementing your investment and wealth transfer strategies. You can count on me.
Philanthropy
I have helped my clients with their charitable giving by establishing charities, ensuring the most tax efficient donations possible and by being involved in the effective structuring of fund raising and fully considering lifetime gifts that meet your philanthropical ambitions for generations to come.
