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Investing: Accumulation not speculation

Active funds do not always add value in the long term or during volatile market conditions. Still not convinced? … Read more

Insight

Planning for your future and the succession of your business

Succession planning can sometimes feel like trying to exit Bank Underground station … Read more

Upcoming event – 11.09.19

Academy accounts workshop

The second date for this hugely popular academy accounts workshop. This event will provide practical information about preparing accounts … Read more

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We help people exactly like you.

We help them stay up to date with their tax affairs while supporting them with some of the biggest financial decisions they face. We provide US and/or UK tax advice and compliance services and assist with decisions about investment portfolios, property, running businesses and expatriate tax. Whatever you need, expect reliable jargon-free advice from us based on cautious planning.

Tax planning and advice for individuals 7477

Wills and estate planning 2283

Succession planning 1910

Investment management 1445

Financial planning 4879

Learning and development 2253

Global working 2507

Personal HR support 1965

Pensions, rewards and benefits 1069

Professional Practices 1600

Tax planning and advice for businesses 2493

Technology advice and support 1153

UK Resident and Offshore Trusts 836

Management buy outs (MBOs) 1941

R&D tax credits 976

Corporate finance 805

Tech and media businesses 1235

Buying, selling or merging a business 2030

Due diligence 2682

Raising finance 1671

Valuations 1317

Auto-enrolment 896

Expatriate tax for employers 1983

Expatriate tax 8790

Is your investment portfolio performing?
2016 may have been contentious in the world of politics but it was a good year for stock markets… Read more

2017 US Tax Year End Planning
As the US tax year draws to a close, what steps do you need to take to minimize your tax exposure? Will the proposed 201… Read more

Stepping Stones: US citizens setting up a UK business
When thinking about setting up a UK company, there is no one size fits all solution.… Read more

Britain in Hong Kong Magazine: A UK tax deadline not to be missed
One of the most important deadlines of recent note… Read more

Private Client Quarterly Tax Digest - Spring 2018
Welcome to the Spring edition of the Private Client team's quarterly… Read more

What US tax issues are there for US taxpayers with foreign trusts?
US beneficiaries and owners of a foreign (non-US) trust can have complex US reporting… Read more