Wealth Planning

What We Do

Download our Wealth Planning Information Sheet

At Rooks Rider Solicitors LLP, we are well renowned for our skills in taxation matters, both onshore and offshore. We have a global reach extending across all main jurisdictions and have extensive knowledge of offshore and onshore trust arrangements.

As one of the leading firms in the City of London in the field of domestic and international tax planning, we have a notable depth of knowledge which is often not found in many larger firms.

Expert tax planning – enhancing and preserving wealth

Involving Rooks Rider Solicitors at an early stage will enable transactions and business developments to be planned in the most tax efficient way. Creative thinking, coupled with our in-depth knowledge of tax structures, enables us to take into consideration the ever-changing legislative environment and meet our primary objective for all our clients – to preserve and enhance their business and private wealth.

Local knowledge, international reach

Partners from Rooks Rider Solicitors regularly travel to Europe, the Caribbean, Dubai, the Far East, India, Australia and New Zealand. We have established close relationships with local trustees, family offices and other service providers.

Efficient tax planning

Our Wealth Planning team has demonstrable expertise in advising clients on making disclosures to HM Revenue & Customs (HMRC) to settle any unpaid tax liabilities using, in particular, the Liechtenstein Disclosure Facility (LDF).

The LDF started in 2009 and is an agreement between the governments of Liechtenstein and the UK enabling UK citizens to proactively declare previously undisclosed assets to HMRC. This is done at more favourable terms than other tax investigations – participants normally receive a fine of 10 per cent of tax due instead of 100 per cent, with tax interest and penalties only sought for the previous 10 years rather than the previous 20 years – enabling individuals to voluntarily regularise their affairs.

Our team members have particular skills in effectively handling the tax affairs of a company, whilst also advising individuals regarding their relationship with that company.

Onshore activities

In relation to onshore activities, we continue to provide legal assistance with the establishment and administration of UK domestic trusts. We also:

  • Prepare wills and Lasting Powers of Attorney
  • Administer estates, and
  • Deal with cross-border issues

Our tax lawyers are recognised authorities in their field and regularly give lectures and hold seminars for other professional advisers in various countries across the world.

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Wealth Planning

Karen Methold
Partner – Head of Wealth Planning
Chris Cooke
Senior and Managing Partner
Nicholas Jenkins
Deputy Manging Partner, Finance Partner and COFA
James John
Partner – Real Estate and Wealth Planning
Robert Drysdale
Krithika Sahi

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