Private client tax
Comprehensive tax planning and wealth management solutions
Kreston Global provides sophisticated private client tax services specifically designed for international high-net-worth individuals and their families. Whether your wealth stems from entrepreneurial ventures, business ownership, or inheritance, our experienced tax team delivers bespoke solutions that navigate the complex tax landscape while maximising tax efficiency and protecting your legacy.
Why private client tax expertise matters
The modern tax landscape presents unprecedented challenges for wealthy individuals and families. With evolving tax legislation across multiple jurisdictions, maintaining tax compliance whilst optimising your tax affairs requires specialist knowledge and strategic foresight. Our tax team understands that each client’s tax situation is unique, demanding tailored approaches that address specific tax considerations and long-term objectives.
Our comprehensive private client tax services
Strategic tax planning and advisory
Our tax planning expertise encompasses every aspect of private client taxation. We provide strategic tax advice that addresses immediate tax planning issues whilst building robust frameworks for future tax efficiency. Our approach includes:
- Tax residence structuring and advice
- Cross-border tax planning strategies
- Tax mitigation through legitimate planning structures
- Capital tax planning for investment portfolios
- Capital gains tax planning and optimisation
- Wealth tax considerations and planning
Estate planning and succession services
Effective succession planning requires careful consideration of inheritance tax implications and succession strategies. Our estate planning services include:
- Inheritance tax planning and inheritance tax liability assessment
- Inheritance tax exposure analysis and mitigation
- Succession planning for family businesses
- Lifetime giving strategies and implementation
- Asset protection structures and planning
- Retirement planning with tax-efficient outcomes
Tax compliance and reporting
Our comprehensive tax compliance services ensure all tax reporting obligations are met whilst maintaining strict adherence to tax rules and tax legislation. We provide:
- Tax return preparation and submission across multiple jurisdictions
- Tax returns for complex private client arrangements
- Capital gains tax returns and specialist reporting
- Tax reporting requirements management
- Cross-jurisdictional tax compliance services
- Tax investigation enquiries support and representation
International tax solutions
For clients with international exposure, we address complex cross-border tax matters including:
- Remittance basis taxation advice and planning
- International tax compliance across multiple jurisdictions
- Tax authorities liaison and representation
- Double taxation relief and treaty optimisation
- Tax developments monitoring and advisory
Specialist wealth structuring services
Family office services and wealth management
Our family office services integrate seamlessly with our tax advisory capabilities, providing comprehensive wealth management solutions. We design and implement sophisticated structures including:
- Wealth structuring opportunities identification and execution
- Trust structures for tax purposes and family governance
- Family Investment Companies (FICs) as alternatives to traditional trusts
- Offshore company structures for various tax purposes
Advanced tax structures
We create bespoke structures that serve multiple tax purposes whilst assuring full tax compliance:
- Trust arrangements for succession and tax planning
- Offshore companies for investment holding and asset protection
- Family Investment Companies for inheritance tax planning
- Complex holding structures for international families
Industry-leading tax compliance function
Our dedicated compliance function ensures every aspect of your tax affairs meets the highest standards. Our taxation services include:
- Ongoing tax compliance monitoring and review
- Tax support throughout all planning implementations
- Regular reviews of tax matters and changing circumstances
- Tax reporting obligations management across all jurisdictions
- Proactive tax developments communication and strategic adjustment
Why choose Kreston Global’s tax team?
Unparalleled expertise
Our tax team brings decades of collective experience in managing complex tax matters for high-net-worth individuals. We understand the intricacies of modern tax legislation and how evolving tax rules impact private client strategies.
Integrated approach
Unlike standalone taxation services, we provide integrated solutions that address all aspects of your tax affairs. Our approach ensures consistency across all tax matters whilst maximising opportunities for tax efficiency.
Global network advantage
Through the Kreston Global network, we provide seamless tax support across multiple jurisdictions, to make sure that your tax planning strategies work effectively regardless of your international footprint.
Proactive tax management
We don’t simply react to tax issues – we anticipate them. Our proactive approach to tax planning ensures you’re always ahead of tax developments and positioned for optimal tax efficiency.
Frequently asked questions
What makes private client tax planning different from standard tax advice?
Private client tax planning addresses the unique complexities faced by high-net-worth individuals, including multiple jurisdictions, sophisticated assets, and long-term succession planning requirements that standard tax advice doesn’t typically cover.
How do you ensure tax compliance across multiple jurisdictions?
Our tax team uses the global Kreston network to provide coordinated tax compliance services across all relevant jurisdictions, adhering to local tax rules and tax legislation.
What tax planning strategies work best for inheritance tax mitigation?
Effective inheritance tax planning often involves a combination of lifetime giving, trust structures, estate planning, and succession strategies tailored to your specific tax situation and family circumstances.
How do you stay current with changing tax legislation?
Our tax team continuously monitors tax developments across all relevant jurisdictions, to make sure our tax advice reflects the latest tax rules and tax legislation changes that might impact your tax affairs.
What business tax services do you provide for entrepreneurs?
Our business tax services include corporate tax planning, succession planning for business assets, capital gains tax planning, and integrated wealth management strategies that align business and personal tax affairs.
Contact our expert tax team today
Don’t let complex tax matters compromise your wealth preservation and succession planning objectives. Our specialist tax team is ready to provide the expert tax support and strategic tax advice you need.
Contact Kreston Global today to discuss your private client tax planning requirements and discover how our comprehensive taxation services can protect and enhance your family’s financial future.
