Areas of Expertise
Tax Optimization & Planning Strategies
Given the extent and complexity of tax obligations in most jurisdictions today, it is becoming increasingly important for individuals and families to take a more proactive approach to managing, protecting and growing their wealth and assets. Fortunately, there are a multitude of options available to individuals to do this, from exploring different investment structures and diversifying their assets, to simply relocating assets to other jurisdictions.
However, it is important that the suitability of any tax planning strategies be assessed in full consideration of the tax laws and regulations of any relevant jurisdiction, taking into account the status of the financial markets and any potential political changes and other external factors that could affect future tax burdens. For many individuals, it is also important to ensure the protection of their and their families’ anonymity, which can have an impact on tax planning options available.
Our team has a wide range of experience in tax optimization and wealth-planning-related advice in multiple jurisdictions, across all relevant categories of tax. This includes experience in the use of structuring investment vehicles, asset preservation, advice on tax-efficient structures, succession considerations (please see Fiduciary, Trust and Succession Planning for more information) and life insurance solutions. We work closely with our clients, alongside their financial advisors, first to understand the key parameters that are important to achieve their long-term goals, and second to work with them to develop sustainable strategies to grow and protect their assets in line with their agreed objectives.
Our tax optimization advice also extends to clients’ commercial operations and interests. Please see Family Businesses and Corporate Structuring for more information.
Examples of our work include:
Structuring the business and passive investment assets of a large Spanish family by separating the different types of assets in a dual tax efficient scheme in terms of both wealth and succession taxes.