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    Tax Services

    SECURING YOUR ASSETS FOR THE FUTURE

    Many private clients based in or connected to the UK are members of a family of global citizens who have, in addition to the UK, multi-jurisdictional personal, family, business and investment interests across a number of borders, countries and regions.

    Our tax team provide the full range of contentious and non-contentious tax advice to clients both in the UK and globally.

    Tax is increasingly complex, reputationally sensitive and potentially costly. We will help you plan and manage your tax affairs efficiently, and ensure you are tax compliant.

    Specifically, clients continue to rely on our help in areas such as:

    • Residence and domicile, pre-immigration tax and wealth planning and emigration planning
    • International and cross-border personal and corporate tax planning
    • Corporate tax planning for trading compliance
    • International asset-holding structures for personal and business assets, including art, private jets, yachts and classic cars
    • Tax-efficient remuneration and the tax- efficient extraction of business profit
    • Tax-efficient structuring of investments for UK and non-UK domiciled individuals
    • Tax authority enquiries and investigations
    • Voluntary disclosure of undeclared tax liabilities
    • Obtaining formal revenue clearances
    • Tax profile risk management
    • Reporting obligations
    • Estate Planning

    For more information on our services or to have a free consultation please contact one of the team on 020 7822 4000 / 01273 685 888 or email tax@healys.com.

    Call Us Today
    Call our London office on 020 7822 4000 or our Brighton office on 01273 838734. You can also contact us online.
    Call Us Today
    London: 020 7822 4000 Brighton: 01273 838734 Or you can contact us online: Contact Us
    Key Contacts
    James Wolfson
    Solicitor
    James Smith
    Tax Consultant
    Meet the team
    Tax Services capabilities
    Tax Services experiences
    • Inheritance tax and offshore estate planning advice in the context of a foreign domiciled businessman having disposed of his UK business to international purchasers and claiming UK entrepreneur’s relief on the gain for capital gains tax
    • Advice to South American clients to acquire a London residential property structured to avoid inheritance tax, capital gains tax and annual tax on enveloped dwellings and restructure of UK investment properties through an offshore structure to avoid inheritance tax
    • Advice regarding creation of offshore trust for UK family of Italian parents consequent upon tax disclosures between Italy and Switzerland in relation to family investments held in Switzerland
    • Co-ordinate international offshore structures for wealthy South African family whose members have moved to the Australia, the US and Canada
    • Co-ordinate the offshore structuring for the international textile business of a wealthy Indian family, including licensing of international brands, repatriation of a particular brand to India with a view to Indian listing, and international development of another well known fashion brand involving offshore holding and licensing entities
    • Advice regarding divestment of US investor in a South African food conglomerate, restructure of existing Jersey trust structures involving Dutch “Co-op” and Antilles holding structure, and disposal of part of the South African business under the Black Economic Empowerment (BEE) programme
    • Advice relative to a number of US foreign grantor trusts for heads of families with children and relatives in the US to avoid US tax on income, future “step- up” basis to avoid tax on historical gains and tie in with US family perpetual trust and estate planning
    • Advice regarding a purpose trust structure to hold resort properties in Thailand as part of commercial joint venture holiday concept similar to timeshare for UK and US joint venture partners
    • Advice relative to restructure and rationalisation of Jersey trusts for Singaporean high net worth family with a view to creation of private trust company/ family office structure
    • Working with US tax lawyers to interpose a purpose trust structure holding a finance company between existing Jersey Trust and US trust structures requiring funding to develop US shopping complexes and commercial property
    • Advice relating to the creation of unitised property trusts in Jersey (JPUT) and Guernsey (GPUT) for international commercial property investments in the UK
    Tax Services insights
    • Teacher Who Stole Elderly Mother’s Savings Fined

      27th January 2020

      Elderly people may have little choice but to rely on their loved ones to manage their finances. However, that trust may be taken advantage of. In one case, a retired teacher was heavily fined for making unauthorised withdrawals from the joint building society account he held with his frail mother. Continue reading »

    • Don’t Wait Too Long To Make A Will

      28th November 2019

      The older you are when you make or change your will, the greater the risk that your loved ones will become embroiled in dispute after you are gone. The point was proved by a case in which the onset of dementia very nearly thwarted a retired nurse’s wish to divide her estate equally between her four children. Continue reading »

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    Call Us Today
    London: 020 7822 4000 Brighton: 01273 838734 Or you can contact us online: Contact Us
    Private Wealth