Our History

“What began as resolution-focused work quickly deepened into strategic planning relationships—helping clients move from ‘fixing the past’ to building confidently for the future.”

Trident Tax was launched during a transformative period in the tax landscape, coinciding with the introduction of the Liechtenstein Disclosure Facility (LDF). This global shift created an immediate demand for skilled tax investigation specialists, and Trident rose to meet that need.

• Our founding team—all with significant HMRC or Big Four backgrounds—focused on complex investigations and high-impact resolution work.
• The LDF opened doors to close collaboration with private banks, wealth managers, and trustees in the Channel Islands and Switzerland, supporting their clients through regularisation and disclosure processes.
• These partnerships laid the foundation for long-term cross-border relationships, many of which endure today.

“Our clients aren’t portfolios—they’re people, families, and relationships. That’s why we build long-term trust through clarity, integrity, and discretion.”

From the outset, we recruited selectively—hiring only the best professionals, many from the Big Four, who not only possessed technical mastery but also the interpersonal skills to work closely with clients in a highly personalised way.

As our reputation for advisory services grew, so did the nature of the work we were asked to do.

• Many of our clients were high-net-worth individuals, families, or international entrepreneurs who began turning to Trident for forward-looking private client tax advice.
• Our relationships with top-tier private banks in the UK and Switzerland continued to deepen, bringing more international clients through referrals.
• This marked a strategic evolution in our services, with increasing focus on UK and international tax planning, asset structuring, inheritance and succession advice, and matters of residence and domicile.

We also established strong relationships with trustees and fiduciaries in major financial jurisdictions.

• Channel Islands, Isle of Man, Gibraltar, Switzerland, and Monaco
• Providing advice on trust and corporate structures, including initial structuring, restructuring, ongoing tax health checks, and resolution of historic issues

Today, this part of the business remains a cornerstone of what we do.

“We’ve guided our clients through every major tax development since 2009—from non-dom reforms and FATCA/CRS to the latest 2024/25 UK tax changes.”

From our original focus on investigations, Trident has grown into a balanced and bespoke tax advisory practice.

• 70% of our work is now dedicated to private client tax consulting and planning, particularly for high-net-worth and ultra-high-net-worth individuals and families
• 30% remains rooted in tax investigations and dispute resolution, led by a team that continues to grow and is regularly instructed on high-profile and contentious UK matters, often working in tandem with King’s Counsel
• We’ve also introduced a discreet family office support offering, responding to the wider needs of our long-term clients