Family Office Services Publications
18 January 2011
Larger clients increasingly manage their wealth through family offices, to meet their need for financial and professional services in a coordinated and cost efficient way. Where required, we participate in the core wealth structuring function of the family office,
working with the client's accountant, private banker and agent/commercial director, together to fulfill the role of the "trusted adviser".
05 January 2010
Since the changes to inheritance tax in 2006, advisors have been talking about the advantages of using family partnerships
(FPs) as an alternative. FPs are seen to offer many of the same features as trusts, but (crucially) without an immediate 20% inheritance tax charge on their creation. However, few FPs have actually been created. The purpose of this briefing is to give a candid view of the benefits and pitfalls of FPs.