Creation of a tax efficient structure

Working with a family, the family’s ‘in house’ advisor, accountants and corporate lawyers, the private client team advised on the creation of a tax efficient structure to enable the efficient management and succession of significant family wealth (more than £500m). This involved setting up family investment companies, and using trusts to enable traditional investment portfolios, property investments, active businesses and a very active charitable foundation to be held and passed on.

Please contact Greg Dixon to discuss private client.