Personal Wealth Planning and Preservation

Always on the front foot, we plan the tax efficient extraction of profits by directors, shareholders, partnerships and sole traders.  We ensure that our clients’ affairs are structured in the appropriate vehicle for their needs and that their remuneration packages are organised in the most tax efficient manner.  

In recent years, we have been one of the leading practices in Scotland in advising upon the use of Employee Benefit Trusts and we continue to offer such innovative tax solutions to our clients.  Where appropriate, we advise on the use of tax efficient offshore structures and their interaction with UK taxation.

Some recent examples of our work in this area include:

• Tax efficient extraction of residual capital from company after sale of trade and assets
• Detailed 4 year plan for the restructuring and grooming of a diverse group to ensure the tax efficient retirement of, and capital extraction by, the principal shareholder