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Wealth Structuring & Asset Protection

Protect and grow your wealth through tax-efficient structures tailored to your family needs.

We advise on the use of trusts, companies, and family investment structures to manage tax liabilities, protect assets from risk, and facilitate succession. Our advice is joined-up with your wider financial and legal arrangements.

Service Highlights

Family investment companies
Trust establishment & review
Asset protection structures
Offshore holding structures
Wealth succession planning
Private Clients

What You Need to Know

Family investment companies have become one of the most widely used structures for accumulating and distributing wealth following changes to trust taxation that made discretionary trusts less attractive at higher values. An FIC allows income to accumulate at corporation tax rates, with control retained by the founders and ownership shared with family members through different share classes. This creates flexibility for succession without an immediate IHT charge. We design structures that are tax efficient today and resilient to future legislative change, and we actively avoid aggressive arrangements that have attracted HMRC challenge.

What We Provide

Family Investment Companies

Establishing FICs as a tax-efficient vehicle to accumulate and distribute family wealth across generations.

Trust Planning

Advising on discretionary, interest in possession, and bare trusts for succession, protection, and tax planning purposes.

Asset Protection

Structuring assets to provide protection from creditors, divorce, and other risks while maintaining tax efficiency.

Why Choose Bespoke Tax

We provide a unique combination of international expertise and global presence.

Expert Team

Dedicated specialists with deep knowledge of international tax regulations and compliance requirements.

Proven Results

Track record of delivering significant tax savings and compliance improvements for our clients.

Risk Mitigation

Proactive approach to identifying and mitigating tax risks before they become costly problems.

Ready to Optimize Your Tax Strategy?

Speak with our tax experts to discuss your specific wealth structuring & asset protection needs. We provide clear, actionable advice tailored to your goals.

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