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.
Goals-based integration of investment and tax planning
Wealth transfer strategies
Gifting and philanthropic strategies
Integration across households and multiple generations
Compliance with regulations
Cash flow and budget management
Trust and Partnership administration
Oversight of fiduciaries, consolidated reports, statements, and record keeping
Accounts payable
Foundation Management
Family meeting, planning and administration
Planning for post-sale liquidity
Leadership succession planning
Vendor network library, management, and referrals
Private foundation overview and recommendations
