Wealth Structuring UK | Offshore Insurance Bonds, Family Investment Companies & Trusts

Wealth Structuring & Tax-Efficient Investment Solutions

At Tax Advisory Partnership, we specialise in helping clients achieve their financial goals through effective wealth structuring UK. Our expert team guides you in utilising tax-efficient investment products and structures—often referred to as “wrappers”—to defer or minimise tax charges and maximise returns.

Key Wealth Structuring Solutions:

Offshore Insurance Bonds

Offshore insurance bonds are a popular tool for tax-efficient investment. They allow for the deferral of capital gains tax, income tax, and corporation tax on investment returns. You can also gradually withdraw original capital tax-free over time, making them an attractive option for long-term financial planning.

Personal Investment Company UK / Family Investment Company (FIC)

A personal investment company UK or family investment company enables families to generate income tax-efficiently, cap tax at corporate tax rates, and gift assets to family members while retaining control. These structures help reduce the value of your estate for inheritance tax purposes and can be tailored to your specific needs.

Special Purpose Vehicle Property

A special purpose vehicle property structure is ideal for property investors seeking tax efficiency. Rental income is subject to corporate tax rates, mortgage interest can be deducted from rental profits, and shares can be easily transferred for gifting property to family members.

Family Wealth Management

We offer comprehensive family wealth management solutions, working closely with your Independent Financial Advisor (IFA) to ensure your investment strategy aligns with your family’s financial objectives and succession planning needs.

Trusts and Offshore Trusts UK

Trusts and offshore trusts are effective for asset protection, inheritance tax mitigation, and providing for future generations. With recent changes to the non-dom tax regime, it’s crucial for UK resident non-doms to review their offshore trust arrangements. From April 2025, offshore trusts will remain a valuable planning tool for UK residents who are not long-term residents.

Our focus is to ensure that any investment strategy, wealth structure, or wrapper you select meets your overall financial and taxation objectives. While we do not provide financial planning advice, we are happy to work alongside your IFA or introduce you to a trusted professional if needed.

To explore out additional UK Private Client Services , visit this page.

📞 Contact us today by completing the form below expert advice on wealth structuring and tax-efficient investment solutions.

UK Private Client Tax Team

Meet the talented individuals behind our success! Our team is driven by innovation, expertise, and a shared passion

Jamie Favell

Partner

Sophia Watsham

Partner

Robert Astley

Family Office Partner

020 8037 1020

James Graham

Private Client Tax Director

020 8037 1064

Rachel Alabaster

Private Client Tax Director

020 8037 1062

Sucheta Thomas

Private Client Tax Director

020 8037 1055

See All

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Our Clients Love us

Scroll through the testimonials from our clients.

Always aware of opportunities to reduce taxes.

Senior Partner, Covington & Burling LLP

Exceptional service and patience! We really value the effort and support they have given us as a new start up.

Director, Media Start-up

Exceptional turn around time on any questions/problems presented

Serial Investor & Entrepeneur

Exceptionally thorough responses delivered in a very timely manner.

Senior Managing Director, State Street Alternative Investment Solutions

I have been Jamie's client for more than ten years and I keep being impressed with his client-centric, solution-orientated and straightforward approach to answering questions. I have not had a single tax question over the years where Jamie could not help in a professional, efficient and also cost-effective manner. This holds true for questions around various different jurisdictions and degrees of complexity. I can wholeheartedly recommend Jamie's services!

Private Equity Executive and Entrepreneur

I recently moved to the UK and TAP were very proactive at helping me understand the details of the law and how to reduce my tax exposure, they were also very patient responding promptly to all of my questions - great customer service!

Mergers & Acquisitions, BP

TAP have always delivered outstanding advice and support.

CEO, Major Italian Bank

TAP sought ways to save us tax and made the process straightforward.

Professor, Oxford University

The service I have received has been impeccable and I would be glad to recommend your services to friends, family and clients etc. The whole process has been made extremely easy for me since day 1 from my consultation with Robert and then on to the preparation of the CGT Calculations and submission by Sydnie and the Team, all my questions were answered promptly and I was provided all the information I needed, so a big thank you again for your efforts.

Overseas Property Developer

They were able to turn a HMRC GBP25,000 tax bill for income received in Germany into a GBP600 refund within a month!

Management Consultant, Oil & Gas, Altimus Management Solutions

Very clear and concise in explaining tax matters.

CEO, Asset Management Business

Very helpful throughout the process, available to answer one-off questions.

Director, JP Morgan

Very thorough and answered my queries.

Retired, Non-Dom

Excellent individual service for a very small client.

Propery Investor and Non-Resident Landlord

Extremely helpful in advising on mine and my wife's situation with differences between US and UK along with setting up a business.

Central Bank Rates Sales Executive, HSBC

Proactive in looking out for my interests with respect to tax and trust planning.

Managing Partner, Astor Ridge LLP

TAP have always been very responsive and thorough in the answers. It's been a pleasure working with you!

Chief Trading Officer, Asset Strategies Group

TAP have been incredible when it comes to responding fast and with clarity

Media Entrepeneur

TAP have been professional and thorough in every regard, pointing out pros and cons of all choices and assisting with my international circumstances brilliantly.

International Finance Executive

The service provided by Alister and colleagues was exemplary, efficient and timely. While my tax return was a long way from being complex, it did involve a non-standard issue which was researched fully and dealt with expertly.

Professor Brian Faragher

Commonwealth Scholarship Commissioner and Emeritus Professor of Medical Statistics at the Liverpool School of Tropical Medicine

Unrelenting commitment to offering the best service to myself and my company as well as sincere considered advice as my business has grown which has been an invaluable asset.

Director, Lily Vanilli Ltd

Very competent, always friendly and great to deal with.

Director, Market Risk Change Management, Deutsche Bank

Always aware of opportunities to reduce taxes.

Senior Partner, Covington & Burling LLP

Exceptional service and patience! We really value the effort and support they have given us as a new start up.

Director, Media Start-up

Exceptional turn around time on any questions/problems presented

Serial Investor & Entrepeneur

Exceptionally thorough responses delivered in a very timely manner.

Senior Managing Director, State Street Alternative Investment Solutions

Private Equity Executive and Entrepreneur

Mergers & Acquisitions, BP

TAP have always delivered outstanding advice and support.

CEO, Major Italian Bank

TAP sought ways to save us tax and made the process straightforward.

Professor, Oxford University

Overseas Property Developer

They were able to turn a HMRC GBP25,000 tax bill for income received in Germany into a GBP600 refund within a month!

Management Consultant, Oil & Gas, Altimus Management Solutions

Very clear and concise in explaining tax matters.

CEO, Asset Management Business

Very helpful throughout the process, available to answer one-off questions.

Director, JP Morgan

Very thorough and answered my queries.

Retired, Non-Dom

Excellent individual service for a very small client.

Propery Investor and Non-Resident Landlord

Extremely helpful in advising on mine and my wife's situation with differences between US and UK along with setting up a business.

Central Bank Rates Sales Executive, HSBC

Proactive in looking out for my interests with respect to tax and trust planning.

Managing Partner, Astor Ridge LLP

TAP have always been very responsive and thorough in the answers. It's been a pleasure working with you!

Chief Trading Officer, Asset Strategies Group

TAP have been incredible when it comes to responding fast and with clarity

Media Entrepeneur

TAP have been professional and thorough in every regard, pointing out pros and cons of all choices and assisting with my international circumstances brilliantly.

International Finance Executive

Professor Brian Faragher

Commonwealth Scholarship Commissioner and Emeritus Professor of Medical Statistics at the Liverpool School of Tropical Medicine

Unrelenting commitment to offering the best service to myself and my company as well as sincere considered advice as my business has grown which has been an invaluable asset.

Director, Lily Vanilli Ltd

Very competent, always friendly and great to deal with.

Director, Market Risk Change Management, Deutsche Bank