Sometimes tax and estate planning requires a more inventive and complex solution. This might be because you are particularly wealthy, because you want to continue to benefit from assets that you are giving away – at least for a time – or you have a complicated family situation which requires careful consideration.
There are various company structures that might serve your purposes. We can advise on the best form of structure as well as the tax implications – and strategies to mitigate tax on – assets entering the structure and being managed within the structure. We can then implement our advice and provide you with all the necessary documentation and agreements, as well as ongoing advice to help you get the most out of your creation.
For sophisticated individuals, these structures usually form part of a wide range of advice and services to help and we work hard to become your trusted adviser to manage your tax, estate and family concerns now and in the future.
You may even wish to accompany such structures with a Family Constitution, which sets out the right and responsibilities of family members to one another and to the family wealth and business. Again, we can help with this.