Services

Preservation of Capital Most of our clients have 'Preservation of Capital' at the core of their investment mandate and do not want to have to cope with large price swings in their investment portfolio. In the main they have sold businesses...

Globalisation has led to many successful families and their interests becoming international in profile. Accordingly, tax and succession planning for many families will now have a cross border element which can mean that the tax position of family investments...

The net return to the investor is the gross return the market is gracious enough to give minus the costs of participation and tax. The amount of tax an investor pays will affect the overall return on capital from investments in any given year. This,...

Professional advisors are an important channel to reach wealthy individuals and to encourage them to consider giving or investing money socially. They are typically the first port of call for wealthy individuals as they accumulate wealth throughout their...

Structures, Tax Benefits, and Corporate Governance. Consulting with us represents a significant opportunity to make clients aware of the use of reliefs and consequently perhaps boosting charitable giving. We also provide a consulting service of assisting...

We offer consultancy for commercial and residential Real Estate providing research and analysis services for High Net Worth Investors, and Developers. We also consult on finance and property management and represent our clients assisting in negotiations...