The client had residential property in BVI company and we advised them to transfer the property to the shareholders and then liquidate the BVI company. We acted as the liquidator and handled the whole process from start to liquidation of the company. This saved the client ATED and the costs of running a BVI company. At the same time, we restructured the share ownership to family members thereby reducing the future exposure to IHT. A win-win position for all parties.

We advised a client to structure the ownership of commercial property taking into consideration the client’s need to fund the acquisition by way of debt and equity. The debt was structured to ensure no withholding tax on interest and maximise the return on investment.

Client made a JV investment in development in Dublin and we advised on the debt and equity investment as well as structure the ownership in an off shore entity with double tax treaty agreement.

The client had investments in classic cars but held in an HK company with the cars located in the UK. We advised the client on the best options to gift these cars to family members and restructure the ownership to reduce the CGT and IHT exposures.

Our client had a full investigation on his and his company’s tax affairs and we worked with the client’s tax advisors to prepare and delivery the report as required by the HMRC and then assist with the settlement of the case with reduced penalties and no disclosure of the investigation on the HMRC’s web site.

Our client obtained his Tier 1 visa by investing £2m in UK bonds and we worked with the bank to set up his personal bank accounts to ensure that only UK source income and gains are taxed in the UK. Assisted client’s tax advisor to prepare UK tax returns and advice on the residence and non-domicile rules.

The client obtained a sole rep visa and we advised on the UK corporate set-up and worked with the client’s bankers to set up bank accounts for the company and the individual to ensure no exposure to UK income and capital Taxes.

A client from Kuwait formed seven companies to exchange seven contracts to purchase flats in 2022. Completion was in November 2024, and the owner discovered that all seven companies had been struck off the companies’ house register. Another firm advised him that restoration would take six months, in which case he would lose over £420,000 on the deal. I was consulted and appointed on the basis that I can restore all seven companies within 2 months. I achieved this quickly and filled all seven companies’ outstanding accounts with CS01 statements. This client then went to complete the deal. I also advised him on restructuring the transaction.

A UK elderly adult with investment assets wanted IHT advice on reducing her IHT exposure. My advice was to ensure that she was left with sufficient resources to enable her to survive on income and simultaneously to gift part of her portfolio to her children. I assisted with the preparation of the gift deed and the filing of her tax returns.

A non-resident had her UK residential property in a BVI company and wanted advice on reducing her UK IHT and ATED with related costs. I advised her to gift her shares to her three children and assisted her with these changes. I then advised and carried out the de-enveloping process to transfer the asset to the shareholders. I worked with the BVI Liquidator and her lawyers to ensure the process was followed correctly and on time.

A UK resident wanted to invest in restaurants, and I advised on setting up an SEIS and EIS scheme to gain maximum relief on the investment. This involved getting HMRC tax clearance for the SEIS and EIS Schemes. Approval was successful, and then I assisted with agreements between shareholders and worked with lawyers to close the deal.

I advised a Gibraltar trust with Swiss trustees on the best options to transfer assets to the beneficiaries. Involved in getting advice from Gibraltar lawyers and then working with the trustees to achieve the best options to reduce UK IHT and CGT exposure.