Personality Management and Tax

Wealth preservation is the key objective of, and role that our award winning private client team plays in advising individuals.

By understanding the personal and family circumstances of our clients, they provide appropriate wealth planning solutions, advise on reducing tax liabilities and are able to create a long term wealth management strategy.

Our clients are normally individuals and their families, ranging from household names to those at the beginning of their career, participants at all levels, to directors and owners who have diverse business interests. We also work closely with other trusted advisors who mentor or are responsible for individuals within sport, including governing bodies, agencies and universities.

With whoever we work however, the common aim is to ensure that as far as possible we protect and preserve the return our clients make from their role within sport or the businesses involved in the sector. We also look to enhance opportunities for our clients to create wealth.

Our team's track record was reflected by Legal Week naming them the Private Client Team of the Year for 2008. Our expertise regularly involves dealing with intellectual property rights, offshore companies and assets in different countries. The team is supported by our Lifestyle group within the firm who advise on succession planning, matrimonial matters, property acquisition/disposal and tax.

Contact: Kevin Jones