Intermediary Support – Case Study 1
A family office intermediary referred to us a UK-resident client he had worked with for many years, who operated a significant offshore real estate fund structure …
Intermediary Support – Case Study 2
A Private Banking intermediary approached us as they had a High Net Worth UK resident but non-UK domiciled client in his mid-50s, who wanted to know …
Company Secretarial – Case Study 1
A non-UK domiciled High Net Worth client approached us for tax advice on establishing a Family Investment Company in the run up to the changes to the long-term …
Structuring & Fiduciary Services – Case Study 1
A Private Banking intermediary approached us for assistance with the offshore structuring needs for a non-UK resident Ultra High Net Worth client he acted for …
Structuring & Fiduciary Services – Case Study 2
A non-UK domiciled High Net Worth client that we provide tax compliance services to asked for our help in relation to his pension planning …