Bespoke Wealth Structuring

In order to provide efficient tax planning services, Charter and May will strive to understand your personal financial circumstances.

We advise individuals, trusts, partnerships and companies carrying out UK or offshore transactions of the most tax-efficient solutions for their circumstances.

These transactions may involve:

  • Sale and purchase of companies, property and other assets
  • Tax-efficient extraction of profits and gains
  • Establishment of tax-efficient asset holding or ownership structures.

We specialise in advising on tax-efficient succession planning, taking into account Inheritance Tax, Capital Gains Tax and other taxes. Importantly, such planning should be undertaken at the earliest possible opportunity, to set up the necessary structures that most suit your individual needs and create a long-term, sustainable solution.