International wealth management accountancy firm based in the City.
My client is an established, independent professional firm dedicated to providing innovative and flexible wealth management solutions. Their reputation is based on the quality of their technical knowledge and commitment to outstanding service levels.
Each client brings with them a unique set of circumstances and requirements and every aspect of my clients advice and support is designed to meet those individual needs. They work in partnership with clients and builds long-lasting relationships based on confidence, clear communication and trust - an essential combination in a complex and dynamic specialist field.
Share incentive schemes, including EMI schemes, approved and unapproved schemes, restricted shares and conditional share arrangements
Company purchases of own shares
Incorporation of partnerships
Remuneration planning, including tax issues regarding termination payments
De-mergers and corporate re-organisations
Expatriate Tax planning, including employment tax advice
Tax planning for non-UK domiciles and persons leaving or arriving in the UK
Income and Capital Gains Tax planning
Tax efficient structuring of transactions such as sales of unincorporated businesses
Advising on UK residential property wrappers and de-enveloping corporate property holding structures
Inheritance tax planning, including matters relating to international estates
Taxation of non-UK residents
Advice to sole practitioners on matters such as business property relief and business asset taper relief
Corresponding with HMRC, clients and other third parties regarding the on-going management of the clients' tax affairs
International Tax exposure
Accountancy practice exposure