Private Client Services

Tax advice tailored to you

Our specialists in private client tax services work extensively with small to medium enterprises and the owners behind them. We understand the unique nature of family owned companies and their tax planning requirements.

Our specialist private tax and wealth management services include:

  • Advice on ownership structures
  • Effective use of discretionary trusts, companies, partnerships and look-through companies
  • Succession planning and exit strategies
  • Growth strategies and funding requirements
  • Asset protection
  • Planning for intergeneration wealth transfers

We listen and work hard to understand the needs of your industry and your business so we can provide tailored advice on the full range of business and tax related issues.

Taking care of overseas interests

Some families—particularly those with high net wealth—have exposure to other countries tax regimes. This may include family members living and working abroad, owning property overseas, and/or having business interests in various countries. This creates additional tax complexities that requires an appropriate understanding of the impact of other countries tax regimes, and the right experts to help.

Backed by our global network of international private client tax specialists, we can provide expert tax planning advice on tax residence, source of income and strategies of owning investments. We can help formulate appropriate strategies for your overall tax affairs and assist with the compliance needs in each country.

Contact our Tax specialists with the button below to get the right advice when you need it most.