Case studies
Anonymised client stories
Real planning scenarios, summarised to highlight the thinking and support behind each engagement.
Case studies
Real planning scenarios, summarised to highlight the thinking and support behind each engagement.
We use cookies for essential functions and to understand how our site is used. You can accept or reject non-essential cookies, or manage cookie settings.
The Challenge
A UK-resident family with significant worldwide assets (£14M) — including property in Spain, investments in Singapore, and a UK trading business — faced overlapping tax obligations across three jurisdictions with no unified structure.
Our Solution
We coordinated with international and offshore tax specialists to implement a globally tax-efficient structure. This included UK resident non-domiciled planning, double taxation treaty optimisation, and careful staging of residence and domicile changes. We established offshore arrangements for non-UK assets while preserving Business Property Relief on the UK business.
The Outcome
Achieved a 65% reduction in global tax liability through careful structuring. The family now has clarity on their worldwide tax position and a clear succession plan that works across all jurisdictions.
£3.8M saved in inheritance tax
The Challenge
The owner of a professional services firm valued at £5M wanted to sell to a third party while minimising capital gains tax and inheritance tax implications. The sale would create a significant cash position requiring careful planning.
Our Solution
We timed the exit to maximise BPR benefits, established a discretionary trust structure to receive the proceeds, and implemented a program of charitable giving and phased family gifts. The strategy included EIS-qualifying investments to maintain IHT efficiency on reinvested proceeds.
The Outcome
The business sale proceeded with optimal tax efficiency. The resulting cash position was structured to maintain inheritance tax benefits while providing the family with diversification and security. CGT liability was minimised through careful timing and allowance utilisation.
£1.2M saved in capital gains and inheritance tax
Problem: A family needed to align estate plans across multiple households while keeping communication consistent.
Approach: We facilitated a structured review, mapped priorities, and coordinated with trusted partners.
Outcome: The family gained a clear roadmap and an agreed set of next steps for future reviews.
Problem: A business owner wanted to prepare for succession while protecting family interests.
Approach: We identified priorities, set planning milestones, and introduced specialist advisers where needed.
Outcome: The client established a staged plan for succession discussions and ongoing review.
Problem: A couple needed to reassess arrangements after a significant change in family circumstances.
Approach: We reviewed existing structures, clarified intentions, and coordinated legal updates.
Outcome: They left with refreshed documentation and a plan for future check-ins.
Problem: A retiree wanted reassurance that their income plan aligned with long-term goals.
Approach: We reviewed cash flow expectations, highlighted risks, and coordinated with regulated advisers.
Outcome: The client gained a clearer understanding of options and the next steps to consider.
Problem: A family with multiple trusts needed to consolidate and modernise their structure to align with current legislation.
Approach: We conducted a comprehensive review of existing trusts, identified inefficiencies, and designed a streamlined structure.
Outcome: The family now has a more efficient trust arrangement that better serves their long-term objectives while maintaining compliance.