WEALTH MANAGEMENT
Your wealth—as measured by both possessions and money—should be managed in order to grow or to avoid losing value. Wealth management is the process of reviewing and making decisions about your wealth so you can achieve your financial goals.
01
HMRC
Previously we have achieved significant success in persuading HMRC to lift Follower Notices and Accelerated Payment Notices as a result of recent court cases.
If you’ve received an FN or APN for ANY of your investments and would like us to assess if these have been unlawfully issued by HMRC, please get in touch.
We have made representations in respect of 65 clients who hold an aggregate investment in film schemes of in excess of £210m in the past 2 months where the aggregate tax at stake (which has been potentially unlawfully demanded by HMRC) is in excess of £60m.
We are uniquely placed to provide assistance in respect of challenging the legality of payment demands issued by HMRC by virtue of our team’s expertise and our knowledge and experience of the relevant schemes relating to the recent tax rulings. For a free assessment of your position please contact us
02
FAMILY OFFICES
* Assist to Establish yourself in Britain in terms of investment portfolio.
*Set up tax efficient structure with a long term view for their children.
*Agree a plan for investment going forward with a medium to long-term strategy
*Facilitate the smooth transfer of Family Office day-to-day activities from a long-term single Family Office team
*Determine a long-term plan regarding her UK Inheritance Tax liability and lifetime gifting to her children
03
FUNDING
*We put business owners in touch with investors looking for projects to fund.
*You will be required to sign an NDA prior to receiving any documents pertaining to the funding process.
04
LITIGATION FINANCE
We find solutions for individuals and groups who have fallen victim to flawed investment schemes across a multitude of industries.
Dissecting the detail of each case is crucial and we enjoy the challenge of analysing every minutia. The team has personal and professional experience in litigation and can therefor empathise first hand with the journey you are on
