Wealth

If you hold assets and investments, we can assist with the multi-jurisdictional tax planning which is key to maximising your investment strategy for you and your family.

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If you are a US person, certain foreign investments can give rise to extremely penal tax rates and we can help you to avoid those traps.

We can assist with providing tax advice in respect of multi-generational wealth planning including making lifetime gifts, settling trusts and undertaking joined-up US estate tax and UK inheritance tax planning.