Charter and May





Bespoke Wealth Structuring

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

Suite 4&5

Unit 1 Lansil Way

Lancaster, Lancashire

United Kingdom