Private Client
We can advise you on your own unique circumstances and whilst many common issues arise, our advice is as bespoke as each client is individual. You may be considering relocating, a change in career or lifestyle, or maybe an investment or a disposal of business or private assets, or whether you wish to reduce Inheritance Taxes and safeguard the future of those closest to you, we can lend a confidential ear to discuss your concerns and help you form and implement your intentions.
If you are relocating, you will need to consider the personal tax implications of coming to or leaving the UK for either short and long periods of time. We work with you to clarify your residence and domicile position with HM Revenue and Customs (HMRC).
You can rely on us to provide peace of mind that your tax affairs are in order. We can help you to protect your earnings and minimise your tax liabilities, while complying with local tax laws. We advise trustees, directors or other representatives of entities set up to hold clients’ assets.
If you need UK tax advice with an international element, you will invariably require input from a variety of professionals. We readily play a central role in a collegiate approach co-ordinating strategies requiring the input of lawyers, trustees, investment managers, banks, real estate agents and other professionals from many jurisdictions.
Our services reflect your family’s unique objectives, relationships and requirements. We can act as the first port of call and a sounding board for your own ideas. We can then work with other advisers across many disciplines to ensure the family’s financial requirements are met and to provide all the support and guidance needed to help preserve, enhance and, when appropriate, transfer its assets.
We recognise that each family member will have their own financial requirements and aspirations.
We can help them to define and plan for these. Individual requirements can then be reflected in a comprehensive strategy to make best use of your family’s wealth.
Our approach is to learn about your family, understand your financial objectives and, together, decide on an appropriate financial strategy, so that you might make informed choices that best suit your requirements.
Contact Candour Advisory on +44 (0)20 7186 4900 or admin@candouradvisory.co.uk