Executive advisory

Executive advisory
Services for senior executives

Delivering bespoke domestic and cross-border tax compliance and consulting services for internationally mobile and senior executives.

How we can help your organization stay ahead

Cash flow projections and debt management: Maximizing value from your reward packages and planning future needs.

Tax compliance services: Completion of annual UK and/or US tax returns, plus advice on disclosure risk management, payment deadlines and correspondence with HM Revenue & Customs (HMRC) or Internal Revenue Services (IRS) on client’s behalf.

Investment and tax planning review: Reviewing and assessing of investment options against changing international tax laws and regulations to ensure our clients financial arrangements remain tax efficient.

Philanthropy: Helping clients to establish personal charitable foundations/trusts and reviewing arrangements for tax efficiency.

Lifestyle investments: Planning for new acquisitions and reviewing current arrangements.

Lifetime wills and estate planning: Reviewing current arrangements, tax exposures, drafting of guidance with IRCO Legal and assessment of protection options.

Employment reward / equity planning: Helping clients to understand the tax implications and planning opportunities for bonus deferral and salary sacrifice schemes, restricted stock units and equity incentive awards.

Property: Assessing ownership structures for portfolios of investment or personal use properties to ensure that they are tax efficient.