Tax planning
Onshore and offshore planning built around how you actually hold, earn and pass on wealth.
- Personal and corporate tax
- Extraction and remuneration
- Succession and exit
Tax, structuring and finance for founders, families and owner-managed groups whose affairs run across the UK, the UAE and beyond.
We take on a small number of clients each year, and we stay with them for decades. Our work is rarely visible. Its results usually are.
Each engagement is led personally by the principal, with specialists brought in only where the matter calls for it.
Onshore and offshore planning built around how you actually hold, earn and pass on wealth.
Group and holding structures across the UK and the UAE, set up and maintained properly.
Commercial finance arranged through our own broking relationships, on terms you can live with.
Board-level finance counsel informed by private equity and listed-company experience.
Quiet, thorough examination when something in the numbers needs explaining.
Everything starts with what comes in. We make sure it is recorded, invoiced and collected properly.
Illustrative figures. Outcomes depend on your circumstances and the rules in force.
Most of the families and founders I act for came to me through someone they already trust. I hope you arrive the same way, and find what they found: one adviser who knows your affairs end to end, picks up the phone, and plans in decades rather than tax years.
I take on a small number of new mandates each year so that each one has my full attention. If that is the kind of adviser you are looking for, I would be glad to hear from you.
Owners preparing a business for growth, investment, sale or succession.
Holding and passing on wealth across generations and across borders.
Multi-entity businesses that need board-level finance without a full-time hire.
Multi-site dental groups, acquisitions and shareholder arrangements.
Details are changed or withheld to protect clients. Illustrative examples in this concept, to be confirmed before launch.
Discretion is where every engagement starts. Matters run under written engagement terms and the professional duties of confidentiality, and we make introductions only with your permission.
Through an existing client, a request below, or a message on WhatsApp. We reply personally within two working days.
A confidential review of your affairs, under engagement terms and the identity checks required under UK anti-money-laundering rules.
A written scope and fee, agreed before any work begins. Then we get on with it.
Fees · engagements typically begin at £[to be confirmed] a year, agreed in writing before any work starts.
We accept a limited number of new mandates each year, and reply personally within two working days.
Each client has a private folder, opened only by invitation. You sign in with a one-time code Microsoft sends to your email, so there is no password to remember or lose.
Can't find the email? Ask for a new sign-in link with the form, choosing "A new sign-in link".
One house for your affairs in London, Dubai and wherever they lead next.