Parker Wren Tax Consulting LLP

Becoming successful and creating wealth brings with it other responsibilities – what we might call dilemmas of success.

Your business might have become successful but how can you extract funds in a tax efficient way or build an appropriate exit or succession plan for the future? How do you ensure that your key employees are compensated in the right way?

Or you may have sold a business or retired and wish to organise your capital in a tax efficient and ensure that your assets pass as you wish to the next generation without a significant impact of estate taxes.

You may be fortunate enough to be working for an organisation and receiving a high salary. But are you sure that all tax breaks are being used and that have in place a suitable financial plan that provides for the security for yourself and family, not just now, but in the future?

Or you may be fortunate enough to own real estate or other assets outside the UK or wish to live or retire away from the UK. Where do you start in ensuring that your affairs are properly organised in both your home and host countries?

Parker Wren provide bespoke and innovative tax and wealth management solutions to help in these situations. All solutions are objective driven – we make sure these fit into the way you live your life. Individuals who may benefit from these services include:

• Entrepreneurs
• Senior Executives
• Partners
• Those with established wealth
• Property Developers and those with Private Real Estate portfolios or companies
• Those with International aspects to their affairs

Key services include:

• Innovative solutions to reducing income, corporation and capital gains tax.
• Inheritance tax mitigation
• Estate planning and asset protection
• Remuneration planning
• Philanthropic strategies
• Cross border planning
• Family Office services
• Retirement and wealth management planning

Stephen Wren is formerly Chief Executive of HSBC Private Bank Tax & Wealth Advisory services in the UK. He has advised some of the county’s leading entrepreneurs and executives on tax and wealth management planning.