Accountancy / Tax

Approved Accountancy / Tax firms, BDO and Rawlinson & Hunter, are listed below in alphabetical order.

 

We are a leading provider of financial advisory and compliance advice to the family offices of high net worth families, having delivered these services for over a 100 years.

 

Our advisors act for a number of significant family offices and bring a wealth of expertise and experience to meet their needs. Clients benefit from a comprehensive range of services, from financial and tax advisory, through to assurance and compliance. Our aim is first and foremost to help clients effectively structure and protect their wealth.

 

The relationships with our clients are built on trust and confidentiality. We invest in building longstanding relationships through providing the highest possible level of technical expertise, care and personal service. We go beyond fulfilling our responsibilities and work to meet our clients’ real needs.

 

BDO is the fifth largest global accountancy firm with a substantial international client base. We have experience of advising on multi-jurisdictional issues, international business, cross border tax and trust structures. We operate in 162 countries and are present in every major global financial centre.

 

For further information, please contact Catherine Grum, Partner / Head of Family Office Services / Private Client Services:

E: Catherine.Grum@bdo.co.uk

T: +44 7583 676 675

W: BDO Family Offices

 

Rawlinson & Hunter is a leading London-based firm of Chartered Accountants established in 1933, and through its international grouping now operates from 12 offices in 10 countries with over 50 partners and directors and over 500 staff.

 

The Firm offers taxation, accountancy and advisory services to individuals, families and businesses. Rawlinson & Hunter is also the largest firm of Chartered Tax Advisers in the UK.

 

The Firm specialises in particular in looking after the affairs of high net worth individuals and their families. Typically, we will look after their UK tax affairs, carefully handling their relationship with HMRC. We will provide accounting, tax and (where invited) trustee services for their wealth holding structures and charities, both from London and, where appropriate, through the Firm’s international offices. We can provide sophisticated wealth reporting services through our industry-leading software and offer reporting and support services to their family offices.

 

We have developed and expanded our suite of services to support our private clients and their families throughout their lives. Our partners and directors are all specialists who lead the advice to our clients, supported by staff who are amongst the best in the profession. We aim to give clear and direct advice without ‘fence-sitting’.

 

The range of services which our specialist teams at R&H have been delivering to families over many years is set out below. Our expertise in each area combines to provide families with a full service offering alongside their investment, legal and other professional relationships.

 

Tax Accountancy and Administration

  • Accounting, Tax and Regulatory Compliance
  • Tax Strategy and Advisory
  • Cross Border Taxation

 

Wealth Services

  • Wealth Reporting
  • Service Provider Selection
  • Philanthropy and Social Investing

 

Succession

  • Next Generation Readiness
  • Estate Planning and Administration
  • Trusts, Trustees and Executorships

 

Family Governance

  • Governance Objectives
  • Governance Advice and Structuring
  • Implementation Support and Communication 

 

For further information, please contact Katharine Haggie, Director:

E: Katharine.haggie@rawlinson-hunter.com

W: https://www.rawlinson-hunter.com/

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