About Us

A businessman with significant capital values wanted to sell major shares of his business portfolio. He approached us to come up with at least £10m worth of savings on tax, or not to call him back. Sure enough, we returned his call armed with a bespoke structure involving trusts and offshore companies, as well as the client’s relocation overseas for the next five years. As a result, the savings on his Capital Gains Tax exceeded £35m, and he now lives a millionaire’s lifestyle in a paradise location, returning to the UK for 90 days each year.

After meeting one of our directors as they waited for the same train, an entrepreneur approached us to help ease the burden of running his businesses. The now-client had expanded his catering business with numerous tangents that deviated from his original speciality, leaving him feeling stressed and confused. Using our bespoke Discovery process, we identified five separate entities which now operate under one Group Company. And for further peace of mind, we also provided asset protection to safeguard our client’s remaining businesses, should one business fail. As such, we secured a future for him and his family.

A German client living in the UK approached us wanting to relocate his family to sunnier climes. He had a successful business and needed guidance on which jurisdiction could minimise his tax. Using our bespoke Discovery process, we carried out extensive research on numerous locations around the world that offered both quality of life and friendlier taxation levels. The client chose Portugal as their country of residence, with its beneficial, tax-efficient solutions. We continue to work closely with the client and advise him on any changes taking place so he can make the right decisions for him and his family.

We were approached by two successful property developers who were operating in the UK and overseas. Their goal was to bring between £5m and £10m from their offshore company into the UK for property development. However, this would trigger an unfavourable tax liability that the clients wanted to avoid. Luckily, the solution was simple. We advised borrowing the sum required and placing it in a Special Purpose Vehicle (SPV) located in a beneficial tax jurisdiction. By doing so, the client did not have to pay tax penalties on loan repayments, and they invested the SPV directly into the UK property development market – thereby achieving their goal.