Various structures and products offer tax-efficient investment returns, often through "wrappers" that defer tax charges.
Our team can guide you in finding these opportunities.
Some common examples are:
Offshore insurance bonds
- Can provide for a deferral of capital gains tax, income tax and corporation tax on investment returns
- Allow gradual withdrawal of original capital tax-free over time.
- Generate family income tax efficiently
- Cap tax at Corporate Tax Rates
- Gift assets to family members, reduce the value of your Estate but retain an element of control
- Can also be structured as a Personal Investment Company ('PIC')
Special Purpose Vehicle for property investment
- Rental income subject to Corporate Tax Rates
- Mortgage interest payments deducted from rental profits
- Shares can be easily transferred if you plan to gift property to family members
- Gift assets to family members, but retain an element of control
- Potentially reduce the value of your estate for Inheritance Tax purposes by making use of IHT exemptions are reliefs
- Can be used to provide for children’s school and/or university fees
Offshore Trusts
- UK resident non-doms with offshore trust arrangements should have these reviewed to ensure they still meet their original purpose following the abolishment of the non-dom tax regime from 6 April 2025.
- From 6 April 2025 offshore trusts will be a useful planning tool for UK resident taxpayers that are not long-term residents.
Our focus is on ensuring that any investment strategy, wealth structure or wrapper you may select meets with your overall financial and taxation objectives.
We are not able to provide financial planning advice.
We will work with your Independent Financial Advisor or we can introduce you to an IFA if requested.
Please contact us by completing the form below or calling our number at the top of the page.
UK Private Client Tax Team
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Our Clients Love us
Scroll through the testimonials from our clients.
Always aware of opportunities to reduce taxes.
Exceptional service and patience! We really value the effort and support they have given us as a new start up.
Exceptional turn around time on any questions/problems presented
Exceptionally thorough responses delivered in a very timely manner.
I have been Jamie's client for more than ten years and I keep being impressed with his client-centric, solution-orientated and straightforward approach to answering questions. I have not had a single tax question over the years where Jamie could not help in a professional, efficient and also cost-effective manner. This holds true for questions around various different jurisdictions and degrees of complexity. I can wholeheartedly recommend Jamie's services!
I recently moved to the UK and TAP were very proactive at helping me understand the details of the law and how to reduce my tax exposure, they were also very patient responding promptly to all of my questions - great customer service!
TAP have always delivered outstanding advice and support.
TAP sought ways to save us tax and made the process straightforward.
The service I have received has been impeccable and I would be glad to recommend your services to friends, family and clients etc. The whole process has been made extremely easy for me since day 1 from my consultation with Robert and then on to the preparation of the CGT Calculations and submission by Sydnie and the Team, all my questions were answered promptly and I was provided all the information I needed, so a big thank you again for your efforts.
They were able to turn a HMRC GBP25,000 tax bill for income received in Germany into a GBP600 refund within a month!
Very clear and concise in explaining tax matters.
Very helpful throughout the process, available to answer one-off questions.
Very thorough and answered my queries.
Always aware of opportunities to reduce taxes.
Exceptional service and patience! We really value the effort and support they have given us as a new start up.
Exceptional turn around time on any questions/problems presented
Exceptionally thorough responses delivered in a very timely manner.
I have been Jamie's client for more than ten years and I keep being impressed with his client-centric, solution-orientated and straightforward approach to answering questions. I have not had a single tax question over the years where Jamie could not help in a professional, efficient and also cost-effective manner. This holds true for questions around various different jurisdictions and degrees of complexity. I can wholeheartedly recommend Jamie's services!
I recently moved to the UK and TAP were very proactive at helping me understand the details of the law and how to reduce my tax exposure, they were also very patient responding promptly to all of my questions - great customer service!
TAP have always delivered outstanding advice and support.
TAP sought ways to save us tax and made the process straightforward.
The service I have received has been impeccable and I would be glad to recommend your services to friends, family and clients etc. The whole process has been made extremely easy for me since day 1 from my consultation with Robert and then on to the preparation of the CGT Calculations and submission by Sydnie and the Team, all my questions were answered promptly and I was provided all the information I needed, so a big thank you again for your efforts.
They were able to turn a HMRC GBP25,000 tax bill for income received in Germany into a GBP600 refund within a month!
Very clear and concise in explaining tax matters.
Very helpful throughout the process, available to answer one-off questions.
Very thorough and answered my queries.
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