From income, pension savings, and investments to real estate and inheritance, personal wealth comes with a range of complex and evolving tax challenges. We help clients navigate these issues while striving to protect and grow their financial goals.
Leveraging a global network of expert advisors, we manage the complex tax affairs of high-net-worth individuals, successful professionals, and wealthy families with diverse international assets. Whether dealing with business interests, property portfolios, or investment holdings, we offer tailored tax compliance and advisory services to meet the needs of clients with far-reaching financial interests.
Each client’s situation is unique, requiring customized strategies to preserve family wealth and maximize tax efficiency. Acting as a financial advisor and trusted confidant, we collaborate with private banks, wealth managers, and family offices to oversee every aspect of their wealth. Our focus goes beyond UK tax compliance—we provide strategic guidance to anticipate potential tax issues and support clients throughout the year in making informed financial decisions.
Our commitment to personalized service means clients can access our advice whenever needed. We pride ourselves on discretion and trust, providing peace of mind in managing both personal and business tax matters for long-term wealth preservation.
The total amount collected in Inheritance Tax from UK estates in the 2022/2023 tax year.
Gifts given during a person’s lifetime are generally exempt from Inheritance Tax if the individual survives for 7 years after making the gift, under the Potentially Exempt Transfers (PET) rule.
The current Inheritance Tax (IHT) threshold for individuals, above which estates are subject to IHT at 40%, though unused portions can be transferred to a spouse or civil partner.
High-net-worth (HNW) individuals often have complex financial portfolios, including multiple income streams, investments, and international assets. A tax advisor helps manage these complexities by offering tailored strategies to minimize tax liabilities and ensure compliance with evolving tax laws, helping to protect wealth and avoid costly mistakes.
With issues like cross-border taxation, succession planning, and estate management, a tax advisor provides crucial expertise. They structure assets tax-efficiently, maximize available reliefs, and offer guidance on inheritance and capital gains taxes, ensuring wealth is preserved and passed on efficiently.
Jungle Tax plays a critical role in clients’ financial decision-making by offering ongoing, tailored tax strategies that adapt to their changing needs. Whether it’s managing compliance, structuring wealth, or preparing for major life events like business sales or inheritance, we provide proactive guidance that ensures tax efficiency at every step.
Our holistic approach aligns tax planning with both personal and business goals, helping clients identify new opportunities and protect their wealth for future generations. This ongoing support gives clients peace of mind, knowing their financial decisions are backed by expert advice.
HNW individuals often relocate to tax havens like Monaco, Dubai, Switzerland, and the Cayman Islands, which offer low or no taxes on income, capital gains, or inheritance. These jurisdictions provide favorable tax regimes and privacy, attracting those looking to minimize tax liabilities.
Jungle Tax assists with the entire relocation process, ensuring compliance with local and international tax laws, avoiding double taxation, and structuring assets efficiently. We work closely with legal experts to manage cross-border tax matters, helping clients seamlessly transition to tax-efficient jurisdictions while preserving wealth.
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