Tax Planning Services
Expert tax planning advice to help you make smarter financial choices.
Reduce your tax burden, protect your wealth, and stay compliant with tailored tax planning services designed around you.
Simplifying Tax Planning
Tax rules can be a maze. For expats or anyone with complex finances, navigating them can feel daunting.
Many people pay more tax than they need to because they are unaware of the allowances and reliefs they could use. Others pay too little and face penalties for not following the rules.
Our tax planning services put you back in control. With our expert guidance, we develop strategies to help you:
- Minimise tax liabilities
- ptimise your wealth for long-term growth
- Make sure you comply with tax rules
- Gain peace of mind knowing your affairs are in safe hands
Why Choose Holborn?
Tax is a key part of your overall financial plan. Paying too much can reduce your wealth, while paying too little could lead to penalties.
Working with an expert tax adviser can help you keep more of your money while remaining tax compliant. Here’s why people choose us for advice on tax:
A client-first approach
We take the time to understand your goals and situation, providing transparent advice and strategies tailored to your needs.
Expert advice
Our wealth and tax management advisers have the experience and knowledge to help you make the most of your finances.
Specialist tax planning
Expert support for expats on cross-border taxation, dual residency/citizenship, and global investments.
Global expertise and local insight
Global expertise
The Benefits of Our Tax Planning Services
Understand Tax Liability
Figuring out what you should pay can be tricky, especially for expats and people with complex taxes. A good tax plan helps you pay only what you need to and avoid overpaying.
Save Money
Getting the right advice and strategies can lower your tax bill. This matters even more if you pay higher tax rates or have a high-value estate.
Grow Wealth
Keeping more of your income means you have more to save or invest, which helps your wealth grow.
Stay Compliant
Staying compliant with tax rules is important, especially for expats and people with assets in different countries. It helps you avoid expensive mistakes and penalties later on.
Asset Protection
Good tax planning protects your assets and helps you pass on more of your wealth to your loved ones by reducing estate taxes.
Over 24,000 clients worldwide trust Holborn with their financial future
Our Tax Planning Services
Inheritance Tax Planning
In the UK, you pay Inheritance Tax of 40% on anything you leave behind that is worth more than £325,000. Other taxes, like Capital Gains Tax, can also lower the value of what you leave to your loved ones.
Reducing your inheritance tax helps protect your assets and secure your legacy.
Repatriation
If you plan to return to the UK full-time, having the right tax plan is essential. Working with an expert adviser can make your move much smoother.
Expatriation
A big challenge for expats is handling both UK taxes and the rules in their new country. We help you manage cross-border taxes, so you pay the right amount in the right place and stay compliant.
How Our Tax Planning Services Work
We keep things simple and effective. Your experience may vary based on your needs, but here’s how our personal tax planning usually works:
Initial consultation
We discuss your financial situation and goals to determine the best way we can assist you.
Tax strategy review
Our experts look for ways to save you money and make sure you follow the rules.
Implementation
Once you are happy, we put strategies into action.
Ongoing support
As laws change, we adapt your plan to keep you ahead.
Make Tax Less Taxing
Start minimising your tax and maximising your wealth. Our bespoke tax planning services are designed to help you pay the correct amount of tax and support you on your financial journey.
Tax Planning FAQs
Tax planning is a service that helps you organise your money, savings, and investments so you are as tax-efficient as possible. The goal is to make sure you do not pay too much and to help you use all the tax breaks you can.
Our tax experts work closely with clients to identify tax reliefs, exemptions, and allowances, enabling them to structure their finances effectively. This can lower the total tax you pay. Our tax planning always follows the rules set by authorities like HMRC.
Yes. At Holborn, we specialise in tax planning for expats. This includes areas such as cross-border taxation, dual residency/citizenship, and managing overseas assets.
Not at all. While high-net-worth individuals (HNWIs) often have a more complex tax situation, consulting a tax planning adviser benefits anyone who wants to reduce liabilities and optimise their financial future.
Holborn Assets has office locations worldwide, with advisers ready to assist you with personal tax planning. For full details of our office locations and contact information, please visit the link below.
Why Holborn?
Client focused
With Holborn Assets, your interests come first. Expert advice and innovative financial solutions tailored to you and your goals.
Highly qualified
Our advisers hold qualifications from some of the world's leading regulation bodies. We never stop learning to keep your assets in expert hands.
Regulated
Wherever we operate, we adopt the highest regulatory standards, so you can feel confident that your money is in safe hands.
Why Holborn?
Client focused
With Holborn Assets, your interests come first. Expert advice and innovative financial solutions tailored to you and your goals.
Highly qualified
Our advisers hold qualifications from some of the world's leading regulation bodies. We never stop learning to keep your assets in expert hands.
Regulated
Wherever we operate, we adopt the highest regulatory standards, so you can feel confident that your money is in safe hands.