Private Capital
Navigating Change and Managing Risks for Private Clients
Welcome to A&M’s Private Capital team.
We help entrepreneurs, their families, and their businesses navigate an ever-evolving tax environment, ensuring they remain efficient and compliant.
Our dedicated UK team, based in London, Birmingham, and Manchester provides comprehensive support for all aspects of your tax affairs - listening to your needs to ensure you receive tailored tax advice and exceptional client service relevant to your unique circumstances.
How We Can Help
A&M’s team of Private Capital professionals partner with you to deliver bespoke advice and practical solutions to solve your most challenging problems. We leverage our wider full-service tax team in the UK, and our international network across our global A&M Tax offices to provide a fully integrated and comprehensive service.
Our clients value us for our:
Instead of providing a list of options, we will suggest the appropriate course of action for your circumstances and collaborate with your other advisors to help implement any steps based on that advice. We will be proactive in bringing you insights and ideas, while also being responsive and timely in addressing your needs.
Our most senior advisors provide a hands-on approach and will work directly with you to provide advice, not just oversight.
With a team that combines both corporate and personal tax specialists, we understand the critical interplay between both your business and personal needs.
We are built for speed, providing a swift, responsive service tailored to your business.
Our private ownership and independence means we are free to commit to client relationships for the long-term. We have no audit business and a lean, client-first delivery model which means we will always prioritise your needs.
As an owner-led business, we share the entrepreneurial mindset of our clients. That spirit is in our DNA, and it informs everything we do.
Explore A&M’s Private Capital Services
Our team of experts provide a range of bespoke services based on where you are in your business and family life cycle.
As your business grows and evolves, your current corporate structure may no longer be the most appropriate model. Our team can review your current structure and your plans and advise you on how to make your business more tax efficient.
We advise founder shareholders on the personal and corporate tax implications of a business sale. By planning ahead, we help clients optimise their holding structures and maximise after-tax proceeds on exit.
Recent changes to inheritance tax reliefs have increased succession challenges for many family businesses. We help families develop clear plans for the future ownership and tax efficient transfer of business and personal assets.
As your personal and family wealth grows, you may want to consider how you hold that wealth from a tax perspective. There may be a trade-off between tax efficiency and flexibility to access your assets, and we help families explore their structuring options to determine what is best for their circumstances and objectives.
International mobility creates both opportunities and challenges. Whether you are moving to the UK or establishing yourself overseas, we help you understand the tax implications and structure your affairs effectively before and after relocation.
