Tax Advice and Services

Making the very most of the UK’s and international tax regimes is key in all aspects of wealth management and we understand how important it is to get it right

Tax strategies and wealth management for every aspect of business and life

That's why our team of experienced tax professionals can advise you on all available strategies to ensure you are making the most of every opportunity. Each solution is personalised to your unique set of circumstances so if you're an organisation seeking guidance on business tax matters, a high net worth individual looking to optimise your personal tax situation, or a real estate investor needing assistance with real estate tax planning, we're here.

Businesses face unique tax challenges that require expert guidance. Our services include tax planning, compliance, and advisory services tailored to your industry and business structure. We assist with entity structuring, tax-efficient transaction planning, international tax considerations, and more. By staying current with the latest tax laws and regulations, we help your business with the complexities of the tax landscape, ensuring you remain compliant and financially efficient.

For business owners, the link between business and personal tax planning is particularly crucial. Decisions made on the business front can significantly impact personal finances and vice versa. Our integrated solutions ensure that your tax strategy supports both your personal financial goals and business objectives. Whether it's planning for business succession, optimising compensation strategies, or managing tax implications of investments, we provide comprehensive support that aligns with your overall financial picture.

For individuals, our tax services encompass a wide range of needs. From income tax planning and compliance to estate and inheritance tax strategies, we help you manage your tax obligations efficiently. Our experienced tax advisors work closely with you to understand your financial goals and develop bespoke plans that minimise tax liabilities while maximising wealth preservation and growth.

Our team is led by Julia Rosenbloom and Huw Witty who are highly experienced tax advisors, offering bespoke tax advice and planning.

Julia, a chartered tax adviser, solicitor, and trust and estate practitioner, specialises in personal and corporate tax, real estate, trusts, and cross-border issues.

Huw, with over 20 years as a tax partner, specialises in corporate finance, venture capital, property transactions, and international private wealth.

Both bring extensive expertise, ensuring comprehensive and commercial tax solutions for clients in the UK and internationally.

Julia Rosenbloom

Private Wealth Tax Partner

Huw Witty

Corporate Tax Partner

Featured Tax Services

 

Business Tax

We specialise in strategic tax planning and compliance for businesses across all sectors and jurisdictions. We offer comprehensive solutions, from tax-efficient entity structuring and transaction planning to navigating international tax challenges, ensuring minimised liabilities and maximised financial efficiency.

 

Real Estate Tax

We aim to get to know your business so we can use our tax literacy to robustly assess options and find the best way to achieving your objectives

 

Personal Tax Planning

We have been working with wealthy individuals and their families for many years so whether you are an individual or part of a family with or without business interests, our team offers personalised tax planning and preparation services tailored to your specific circumstances.

 

International Tax

Our international tax advisors ensure compliance with global regulations while optimising your tax position, offering tailored strategies for individuals with cross-border interests, expatriates, non-domiciled individuals, and foreign national and cross border and international business matters.