Corporate
Comprehensive corporate services for wealthy families and sophisticated investors — from Family Investment Companies, OEICs and family partnerships to family governance strategy, company secretarial, accounts preparation and ongoing advisory across generations.
Wealthy families seeking tax-efficient investment structures, landed estates, business entrepreneurs planning succession, and family offices requiring corporate governance and administrative support across generations.
Our corporate services
Establishing and advising on FIC structures that balance tax efficiency, company law considerations and succession planning — a powerful alternative to trusts for multi-generational wealth holding.
UK-based investment fund structures for family wealth — providing tax-efficient pooling of assets with flexibility for family members to participate across generations.
Family limited partnerships and bespoke holding arrangements for business interests, property and investment assets — designed for long-term retention and tax-efficient transfer.
Ongoing company secretarial, statutory filings, governance documentation, accounts preparation and tax return submission — keeping your corporate structures compliant and efficient.
Shareholder agreements, board governance frameworks and family constitutions — providing clarity, protecting minority interests and ensuring effective decision-making for long-term family wealth.
Strategy development and implementation for multi-generational wealth management — aligning family values, governance structures and business succession to maintain cohesion across generations.
Self-assessment tax returns for trusts, income tax returns for individuals, and all other UK tax returns for family corporate structures — ensuring full compliance with HMRC requirements.
Our approach
We design the right corporate structure for your family — balancing tax efficiency, governance, succession and flexibility for the long term.
We handle all aspects of incorporation, documentation and setup — including shareholder agreements, constitutional documents and regulatory registrations.
We put governance frameworks in place and act as ongoing trusted adviser to the board or family council, facilitating effective decision-making.
Ongoing administration, accounts, filings and advisory — keeping your structure compliant, effective and aligned with evolving family circumstances.