Managing significant wealth requires a unique approach. Whether it’s safeguarding assets, planning intergenerational wealth transfers, or managing international investments, high-net-worth individuals (HNWIs) face complex financial landscapes that demand attention to detail.
We specialise in providing bespoke accounting services for HNWIs across the UK. From inheritance tax planning and global compliance to managing luxury assets, our expertise ensures your wealth is protected, compliant, and optimised for long-term growth.
Accounting Services for High-Net-Worth Individuals
Our services are designed to address the intricate financial challenges faced by HNWIs, offering strategic solutions to safeguard and enhance your financial portfolio.
Mitigating Inheritance Tax (IHT) Risks with Confidence
Inheritance tax can claim up to 40% of your estate, but effective planning can minimise this liability. Through trusts, lifetime gifts, and careful asset restructuring, we help ensure your wealth is preserved for future generations. A London family with a £7M estate reduced their IHT liability by £500,000 using strategic gifting and trust planning.
- Over £6B in inheritance tax was collected by HMRC in 2023, emphasising the importance of proactive planning.
Navigating Complexities in Global Investments
For HNWIs with international portfolios, cross-border taxation can be a significant burden. We ensure compliance with double taxation treaties and manage remittance rules to reduce liabilities. A UK-based entrepreneur with investments in the UAE and France saved £200,000 by applying double taxation agreements.
The UK has treaties with over 130 countries, providing significant tax-saving opportunities for global investors.
Luxury Asset Management – More Than Just Possession
Owning high-value items like yachts, private jets, and art collections requires meticulous financial oversight. We help you manage tax liabilities, valuations, and sales with a clear focus on maximising value while minimising risk. A client sold a £3M art collection, saving £100,000 in capital gains tax through deferred reporting and strategic asset rotation.
Luxury asset investments increased by 15% in 2023, highlighting the growing need for specialist financial planning.
Family Office Structuring for Centralised Wealth Management
A family office is the cornerstone of effective wealth management for many HNWIs. By centralising control of estates, investments, and even philanthropic activities, we ensure every element of your financial life works in harmony. A Mayfair client consolidated their £40M estate into a family office, reducing operational inefficiencies by 25%. Surveys reveal that 78% of HNWIs prefer family offices for their ability to simplify complex portfolios.
Our Process – Designed for Precision and Simplicity
Our structured approach is built to address every aspect of HNWI wealth management, ensuring each step adds measurable value to your financial strategy.
Step 1: Financial Assessment and Risk Audit
We begin by auditing your financial portfolio, identifying inefficiencies, potential risks, and missed opportunities.
Step 2: Developing a Strategic Plan
Based on the audit, we craft a bespoke financial strategy that aligns with your short- and long-term goals. This includes tax optimisation, estate planning, and global compliance.
Step 3: Implementing Robust Systems
From advanced tax reporting tools to trust setups, we implement systems designed to make wealth management seamless and efficient.
Step 4: Continuous Review and Adjustment
As regulations evolve and your circumstances change, we provide ongoing reviews to keep your financial strategy aligned with current laws and market trends.
Tools and Expertise for Effective Wealth Management
Our solutions combine cutting-edge tools with industry-specific expertise to ensure every aspect of your wealth is handled with care and precision.
Advanced Tax Reporting
Our systems track income streams, investments, and assets across multiple jurisdictions, ensuring compliance and minimising overpayments.
Trust and Estate Planning Services
We establish trusts, manage gifting strategies, and ensure your estate is structured to reduce exposure to inheritance tax.
Luxury Asset Oversight
From accurate valuations to efficient sale strategies, we handle the financial aspects of high-value items with care.
Cross-Border Tax Compliance
Our expertise ensures that your global portfolio adheres to all relevant regulations, leveraging treaties and exemptions where applicable.
Family Office Integration
We help create family offices that centralise all financial operations, ensuring clarity and efficiency in wealth management.
Frequently Asked Questions for High-Net-Worth Individuals
Through the use of trusts, lifetime gifting, and charitable contributions, we can significantly reduce the inheritance tax burden on your estate.
A family office centralises the management of estates, investments, and philanthropic efforts, simplifying complex financial portfolios and improving efficiency.
Double taxation treaties ensure you’re not taxed twice on the same income in different countries. We help identify and apply the correct treaties for your global investments.
Items like yachts and art collections may be subject to VAT, capital gains, or other taxes. We provide strategies to minimise these liabilities and maximise value.
Yes, we specialise in managing global portfolios, ensuring compliance with local regulations while leveraging tax-saving opportunities.
Your Wealth, Your Legacy – Secure It with Expert Guidance
We understand that managing significant assets isn’t just about the numbers; it’s about preserving your legacy, protecting your family, and ensuring every investment works to its full potential. From inheritance tax planning to luxury asset management, our expertise ensures your financial goals are met with precision and care.
Preserve Your Legacy – Let’s Build Your Bespoke Wealth Plan Together.
