United Kingdom
Private Wealth
The BDO Private Wealth team forms part of BDO’s private client services providing a holistic approach in advising individuals, entrepreneurs, private equity executives, trustees and family businesses in all areas of personal taxation.
With every individual or family having different requirements, we provide tailored tax solutions to match the objectives of our clients, helping them to protect and maximise their wealth. We also work actively with advisers to private clients, working with trust companies, family offices, private banks, lawyers and existing accountants to offer an integrated approach to tax planning.
Our team offers a wide range of services and planning solutions, with experience and expertise in tackling complex issues such as the control of assets and succession planning, through to coordinating and processing personal tax returns. The key services we offer include:
Wealth management:
- Optimising different tax rates and reliefs
- Capital Gains planning
- Investment structuring
- Succession planning, including family entities such as trusts, partnerships and companies
- Tax deferral, both long term and short term
Business structuring:
- Remuneration planning
- Owner Managed Business issues and opportunities
- Identifying the appropriate structure, using partnerships, corporate vehicles and trusts
- Tax mitigation by characterising profits as capital gains
- Shareholder exiting strategies
Latest Private Client Publications
Gifts of pre-eminent objects and works of art to the nation
UK-Iberia Services
Inheritance Tax Incentive for Charitable Legacies
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To find out more you can also contact your local BDO private client adviser.