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Tax Advice & Structuring

Are you looking to move from a low to a high tax jurisdiction?
Have you considered the tax implications for your investments?

Overview

For decades we have been providing tax advice to individuals and their families, seeking to simplify matters wherever possible and ensuring that tax realities are understood by all concerned.

We typically plan for the long-term and steer away from any aggressive advice or unnecessary complexity. We also ensure that your tax planning aligns with your broader wealth management aims.

Our in-house expertise spans multi-jurisdictional estate planning, complex trust structures and intricate cross-border regulations to ensure the best possible outcome. We also have extensive experience in UK inheritance tax planning and advising on relocating from one country to the next. We can assist with UK tax returns ensuring that you and any related structures remain tax compliant.

We recognise that experts at another firm sometimes have a better understanding of a specific area of tax legislation so we are well versed in collaborating, on your behalf, with a global network of external advisers.

At Bentley Reid, we pride ourselves on regular and clear communication. You will be appointed a dedicated Director who is always available to address any questions or concerns you may have. And if you prefer to digest information online, our secure portal provides 24/7 access to your arrangements.

Why use Bentley Reid for Tax Advice and Structuring?

  • You will be appointed a dedicated Bentley Reid Director who acts as your primary contact for all matters
  • You will have regular access to tax experts who have extensive experience in personal tax planning
  • We provide you with highly personalised reports and recommendations, delivered in a clear and concise way
  • We have extensive experience advising on:
    • Succession and Estate planning
    • Domicile and UK Inheritance Tax (IHT)
    • Offshore trusts and corporate entities
    • Cross jurisdictional tax matters and the tax implications of relocating
    • UK pension arrangements
    • Family Investment Companies
  • We can assist with UK tax compliance (including tax returns)
  • Our in-house tax advisers liaise with the Investment Team on your behalf to ensure portfolios are managed in accordance with any restrictions or specific tax requirements

Fees

At the outset of our relationship, we agree a clear schedule of fees with you. Being transparent, commercial and fair, we welcome open discussions to agree a mutually acceptable fee level.

For tax advice we typically charge on an hourly basis. Wherever possible, we seek to provide predictability by agreeing a fixed fee before work commences.

For an initial consultation please complete the contact form below.

Choose a partner you can trust to manage and grow your wealth for the long term. Contact us so we can learn more about you.

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