Introduction
TAP family office services is founded on creating long-term personal relationships with our clients and their advisers. Drawing on years of experience we can adeptly provide advice and guidance to High Net Worth individuals and their families on how best to manage the entirety of their personal and business affairs, so they can relax knowing the details are taken care of.
We are well-served by being part of Tax Advisory Partnership, a successful UK, US and international tax advisory business. Ensuring the correct tax structuring is in place amidst the increasingly complex landscape is vital to successfully managing your wealth.
By drawing on our network of trusted advisors, we can bring the ‘best in class’ service providers to the table and offer you and your clients independent and unbiased advice and thereby deliver solutions genuinely tailored to your unique requirements.
Family Office Services
Defining precisely what a family office does is not easy, simply because every family office is different, just like the families they serve. The complement of services we can provided to each family is truly bespoke, driven by their unique requirements and circumstances.
In essence, we are on hand to support you and your clients by helping you manage as few or as many aspects of your personal and business affairs as you decide. Our ultimate aim is to become an integral part of your team, thereby allowing you to focus on the important issues.
Acting as an outsourced or virtual family office, our services range from providing basic administrative support to free up your time, to the complete coordination of your family’s affairs, including managing your tax, legal, lifestyle, staff, luxury assets and much more.
We encourage an open discussion to determine the specific support you need and therefore tailor our services to best help you achieve your future objectives.
Family Office Services
Family Office Service Team
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.
Recent News
US Tax Planning 2025
How does the abolition of the non-dom regime affect US citizens in the UK?
Hidden Impact of Pensions becoming subject to Inheritance Tax
Family Office Enquiry
Please complete this form if you would like a member of our Family Office team to get in touch with you.