OUR WORK

All of our services have been crafted by a team of experts to address the complex and sophisticated needs of individuals who are looking for effective wealth management solutions.

As part of the Knox group of companies, we are able to offer complementary services that can be delivered in a seamless, bespoke and often innovative way.

Please browse some of our case studies below to see solutions we have crafted for our clients.

LEAVING THE UK

As business becomes ever more global and our clients’ personal interests diversify, we are regularly engaged by clients looking to move abroad. This can be for a multitude of lifestyle and commercial reasons, and we are ideally placed to help guide them […]

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TAX-EFFICIENT INVESTMENT STRUCTURING

Our client is a dual UK/US citizen living with his family in the North-West of England. After building and selling a successful business, he wished to use his wealth and experience to work with early-stage businesses in the region. […]

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UK PROPERTY DEVELOPMENT STRUCTURE

We acted for three co-investors in a property development business which was looking to expand their operations into the UK. Each client had a very different personal tax profile, requiring us to advise on a structure that met all individual requirements […]

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NON-UK DOMICILED FAMILY RELOCATING

Our client, a South African citizen who was born in Cape Town decided on a move to the UK with her family. As well as having a significant stake in her own business, she had also inherited a substantial sum of cash and investments when her father passed away. […]

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