We have a wealth of experience with advising high net worth individuals on how to pass wealth onto the next generation in a tax efficient and otherwise effective manner.
Part of the solution to the issue quite often comes in the form of a Family Investment Company. Our Family Investment Company team includes colleagues in both our Private Client Advisory Team and our Corporate Team; we work together to deliver a joined-up approach to suit each client’s specific circumstances.
We can provide specialist advice on the structure of the constitutional documents which create a suitable vehicle to be used to pass significant wealth onto the next generation tax efficiently. We advise on the day-to-day control of the company to ensure an appropriate level of asset protection and, on this particular aspect, we often work closely with our colleagues from our Family Team.
We can provide a full service, covering all angles, but we are equally happy to work alongside each client’s other professional advisors.
Key contacts
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Partner – Head of Real Estate Finance
Exceptionally knowledgeable, thorough, understood the issues within a very short space of time, worked to pressing deadlines… Absolute transparency on costing.
Legal 500 [UK 2023]