Wealth & Succession Planning
Advising on all aspects of personal tax, wealth, marital property and estate planning
We have extensive experience in advising high net-worth individuals, senior executives, self-made entrepreneurs and owner managers, as well as international workforce members, on all aspects of personal tax and wealth planning, both in the UK and internationally, through our access to a large network of international tax specialists.
What can we do
We can help within a wide range of areas including
UK TAX PLANNING
We provide information and advice on all aspects of the UK tax system. This includes advice on domicile and residence status and helping clients with their income and remittance tax planning and self-assessment tax returns.
INTERNATIONAL TAX PLANNING
We assist with tax planning in various jurisdictions, in particular for those clients with overseas assets, who are relocating to the UK, or moving out of the UK to another tax jurisdiction. We can also help ensure you deal with your pension arrangements in the most tax efficient way.
WEALTH PLANNING
We help our clients with long-term planning for property and business assets, including Life insurance policies and bonds and a range of other asset protection strategies.
ESTATE PLANNING
We help our clients with inheritance tax and business succession issues, in particularly those clients with overseas assets and other interests and heirs across several jurisdictions.
MARITAL PROPERTY
We help prepare nuptial agreements before or during marriage or registered partnership e.g. where the couple wish that certain assets, such as pre-owned property, inherited family items and other property shall remain as either of the spouses separate property in the event of separation or divorce.
We also advise parents and other potential donors who wish to ringfence certain assets in relation to marriage and potential separation or divorce.
TRUSTS AND SETTLEMENTS
We advise on the terms of trusts and other settlements, reporting requirements and how income and distributions are taxed in the UK and other jurisdictions.
Birkwells always seek practical solutions with minimal complications
HNWI
KEY CONTACTS
Partner
TEL: +44 (0)20 7592 8932
MB@BIRKWELLS.COM
