Specialist Tax Services

Private Wealth Planning

The company has developed a highly specialised consultancy division capable of handling and solving complex tax and crossborder estate planning problems.

Working with the company's trust manager, the consultants design solutions to clients' planning needs in both common and civil law jurisdictions.

The division handles estate planning for UK residents, including income tax, capital gains tax and inheritance tax planning. Its consultants will advise on, and implement tax planning arrangements for foreign nationals moving to the IK and individuals departing from the UK for residence overseas.

The team includes a US tax attorney enabling us to provide solutions for American citizens, immigrants, emigrants and investors through the use of Jersey trust and companies for international tax planning. Techniques encompass the reduction, avoidance or deferral of income, gift or estate tax while providing the maximum offshore protection of inherited or