We collaborate with a wide range of professional advisers to deliver technical and strategic tax support for HNW and UHNW individuals, businesses, and international structures. Whether you’re an accountant, lawyer, banker, corporate finance adviser, trustee, or financial planner, we become a trusted extension of your team—offering clarity, discretion, and real-world expertise.

We are often called upon when clients face complex tax matters beyond the scope of in-house resources. Our tax investigations work is a particular strength, embedded in our firm’s DNA. From HMRC disputes to intricate COP9 and COP8 matters, we provide confident handling and seamless communication.

Trustees & Corporate Service Providers

We also provide ongoing UK tax advisory support to trustees and corporate service providers, both in respect of the structures they administer and their own corporate/internal needs. Many of our clients and their families are structured using trusts, which creates a natural overlap in our work.

We regularly advise on UK tax issues affecting offshore trusts, foundations, and companies, and act as a trusted adviser to fiduciary boards. Our services include forward-thinking planning, annual “UK tax health checks,” via our dedicated portal.

We also deliver bespoke training sessions to help teams stay up to date with UK tax developments, ensuring they can continue to meet their obligations and deliver value to the families they serve.

Accountants

We work closely with accountants—often where there is no in-house tax specialist—to provide private client advice across a broad range of issues. This includes HMRC enquiries and disclosures, succession planning, UK and overseas trust matters, and international tax considerations involving UK-connected clients. Whether it’s supporting one-off client needs or forming an ongoing collaboration, we aim to enhance the service accountants can offer, acting as a discreet and experienced partner.

Private Banks & Asset Managers

We also regularly act as a sparring partner to private bankers and asset managers, understanding the commercial realities of investment management while offering holistic, strategic tax advice that preserves long-term value for their clients.

Legal Professionals

For legal professionals, we bring specialist knowledge to bear on trust structuring, family investment companies, and tax issues arising in divorce or estate planning. We provide tax and financial modelling, implementation support, and numerical analysis—working hand-in-hand with counsel where needed.

Corporate Finance

Our work with corporate finance firms spans pre-exit and restructuring phases, helping align shareholder and corporate interests. Meanwhile, trustees and CSPs across jurisdictions such as Jersey, Guernsey, Isle of Man, Switzerland, Monaco and Gibraltar rely on us for UK tax advice, compliance reviews and “UK tax health checks.”

Financial Advisers

Financial advisers trust us to provide the tax input required for regulated financial products such as offshore insurance bonds, life policies, and pensions—recognising that our role is bespoke advisory; we do not provide “off the shelf” products.

If your clients require high-quality, technically rigorous tax advice, we are here to support you—with commitment, clarity and commercial understanding.

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