Our Services

Domicile is a matter of general UK law that has a fundamental impact on an individual’s tax position. It is a much more permanent and adhesive concept than tax residence, which can be in a different place to that of domicile and is relevant for certain income, capital gains and inheritance tax purposes. Domicile status will affect liability to taxation and the planning options available.

We provide advice and guidance on an individual’s domicile status, exposure to income, capital gains and inheritance tax, and will, if required, deal with any necessary communication with the tax authorities accordingly.

Whether you are moving to, leaving or resuming residence in the UK, establishing your tax residency position is essential in determining your exposure to UK taxes.

The UK’s Statutory Residency Test (SRT) determines whether an individual is regarded as resident in the UK for tax purposes.

There are various tests and factors which need to be considered and the rules which may apply can be complex.

We can advise on residency status under the SRT and provide guidance and planning concerning the tax implications of arrival in or departure from the UK.

If you own real estate (property) in the UK – whether the property is residential or commercial, whether held directly or through an intermediate vehicle such as a trust or company, or whether you are a UK resident or a non-UK resident (and domiciled/not domiciled) individual the chances are that you will need to consider UK taxation now or in the future.

Rental income from UK properties is subject to tax and there may also be capital gains tax or inheritance tax consequences if a property is sold or transferred.

We provide advice and guidance on all aspects of taxation in relation to UK property, including structuring the ownership to optimise the tax position and dealing with all necessary tax filings in respect of rental income and expenditure, capital gains tax on disposals or inheritance tax.

There are many tax considerations to work through when considering gifts, transfers and estate planning generally. These can include income, capital gains and inheritance taxes as well as stamp duty/SDLT. Domicile and tax residence status, as well as location of assets, are key factors in determining potential liabilities and potential solutions.

We ensure that we fully understand our clients’ gift and estate planning wishes and current arrangements before advising on planning possibilities, including lifetime gifts/exemptions, trusts and other vehicles with the objective of preserving and transferring family wealth efficiently under the relevant tax and succession regimes. 

Wealthy individuals are frequently selected to have their affairs subjected to intense scrutiny by the tax authorities. Dealing with such 'audits' and other tax controversy and risk matters can prove costly in more than just monetary terms. The process can be stressful, cause anxiety and be very time consuming.

We will  advise you throughout the course of an enquiry and manage the communication and negotiation processes with HMRC. We are always conscious of the need to ensure tax enquiries are completed as quickly and as smoothly as possible, while seeking the best outcome in financial terms in the given circumstances. We achieve this by engaging pro-actively and co-operatively with HMRC.

We provide qualified, experienced, reliable, dedicated and temporary private client tax contractors who are flexible and operate in an agile way. Our trusted contractors provide an extra pair of hands when needed to take on projects, one-off advisory, support, training, and compliance reviews which may be too much for regular staff to handle on top of their own responsibilities or during exceptionally busy periods.

For businesses, this can help manage seasonal workloads and quiet periods and of course potentially mean reduced expenses, payroll charges and other overheads.