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We have moved: From 27th February 2017, our London office is situated at 85 Gracechurch Street, London EC3V 0AA

Our Clients

Our firm is built around our clients.

We know that one size rarely fits all. We invest time in getting to understand you, your family, your tax affairs and your businesses, as we hope this investment will be rewarded with a long-working relationship together.

We understand the importance of availability, responsiveness and communication.

We are proactive, not reactive, and above all strive to make sure our clients always feel in control of their tax position.

Expatriates

We act for US citizens who are living and working in the UK, Switzerland, Australia and elsewhere around the globe as well as non-US nationals living and working in the US.

We can provide a comprehensive package of compliance and advisory services to ensure that you stay up to date with the maze of associated compliance and to make sure you pay no more than the ‘right’ amount of tax.

Families

We understand the challenges of managing family wealth and succession and provide comprehensive US and UK tax advice and compliance services to a variety of High Net Worth families with first and multi-generational wealth.

We provide a tailored solution based on each family’s needs, and build lasting relationships as appropriate with adult children, family offices and trustees.

Non-doms

We act for individuals not domiciled in the UK and can advise on the complex remittance rules as well as the changes to the Non-Dom regime due to come into effect in 2017.

In addition to assisting with the preparation of tax returns, we can help you manage your remittances and advise on the benefit of the 'Remittance Basis Charge' and the consequences of the so-called "Swiss Agreement".

Entrepreneurs

We have extensive experience of assisting entrepreneurial businesses in the UK and the US. We can advise on structure, planning and incorporation and assist with all compliance needs and have advisors who have entrepreneurship running through their veins.

We work with businesses that cross borders through trade or ownership and work to ensure that conflicting US. UK and other local issues are effectively managed.

Asset Managers

We work with a number of alternate asset managers and have extensive experience in the industry. We typically provide proprietary 'north of fund' advice and compliance services.

We can assist with personal tax planning for the fund principals and specialise in assisting US principals of overseas-based asset managers.