Helping individuals working in the asset management sector and investors navigate UK taxation

It is important to understand the unique needs of each and every taxpayer. The best tax advice not only meets the objectives of the individual but is also accurately reflected in their submissions to tax authorities.

For individuals working in the asset management industry there is likely to be a degree of interaction with the wider asset management business, in terms of co-investment, remuneration, deferrals, profit extraction, carried interest and exit events. This must also be combined with consideration of their own personal portfolio and wider estate planning.

For investors, such as HNWIs or family offices, the focus needs to be on optimising investment structures across the portfolio and understanding the reporting and compliance requirements.

How we can help:

  • Completion and submission of personal tax returns, offering comprehensive support for annual tax compliance with registration and submission of self-assessment tax returns to HMRC.
  • Advising on tailored tax strategies with consideration of clients’ specific financial goals, business interests and investment portfolios. We advise on tax optimisation for capital gains tax purposes, tax residency/domicile status, charitable giving and use of personal investment companies.
  • Advising on estate and inheritance tax planning, in order to preserve wealth for future generations and structure clients’ affairs in a tax efficient manner.
  • Advising on International tax matters, such as investments in offshore funds, cross-border transactions and tax treaty considerations. We have expertise in a wide array of personal taxation and work with an international network of tax advisors when specific foreign tax advice is required.

Supporting taxpayers through tax enquiries, working to resolve any tax disputes by leveraging our knowledge and experience in the industry to resolve matters as efficiently as possible.