The financial affairs of high wealth individuals are rarely straightforward. They typically span multiple structures — personal, corporate, trust, and often international — with each element interacting with the others in ways that require a coordinated approach rather than advice given in isolation. The stakes are high, the complexity is real, and the cost of poorly joined-up advice can be significant.

We dedicate considerable resource to this area of our practice and act for a number of high wealth individuals and families for whom the quality and continuity of their advisory relationship is a serious concern. What distinguishes our approach is the breadth of what we cover. We do not limit our involvement to the production of accounts and tax returns — we engage across the full range of financial matters that bear on a client’s position, acting as a trusted central point of coordination where multiple advisers and structures are involved.

Tax planning and structuring

For individuals with substantial income, significant assets, or complex business interests, effective tax planning requires more than an annual review. It requires a continuous and forward-looking strategy that considers the interaction between income tax, capital gains, inheritance tax, and — where relevant — international tax obligations. We build and maintain that strategy for each client, revisiting it as circumstances change and as the legislative environment develops.

This includes advice on the most efficient structures for holding assets and business interests, the use of trusts and family investment vehicles where appropriate, remuneration and profit extraction planning for owner-managers, and the management of capital events — disposals, gifts, and intergenerational transfers — in a manner that preserves as much value as possible.

Discretion and continuity

High wealth clients place a particular premium on discretion, on the quality of the individuals they deal with, and on the consistency of the relationship over time. We are conscious of all three. Clients in this category deal directly with experienced members of the practice — not with junior staff — and they receive the level of attention and responsiveness that their affairs require. Confidentiality is treated as an absolute, not a courtesy.

Working alongside other advisers

Most high wealth individuals work with a range of professional advisers — solicitors, wealth managers, family office staff, and others. We are experienced in operating as part of that wider advisory team, whether as the lead adviser coordinating input from others or as a specialist brought in to provide tax and accounting expertise alongside existing relationships. The objective in either case is the same: coherent, well-coordinated advice that serves the client’s interests as a whole rather than addressing each element in isolation.

Contact us

We are happy to discuss the specific circumstances of prospective clients in complete confidence, and without obligation. Please contact us directly to arrange an initial conversation.