We provide innovative and holistic solutions to wealthy individuals and entrepreneurs both in the UK and globally.  Such individuals tend to have a range of business interests and personal priorities, often including:

  • Their own work;
  • Trusts, frequently with an international aspect;
  • Family offices;
  • Overseas investments or connections;
  • Property interests;
  • Investments in other vehicles such as corporates, funds or partnerships.

These may have complex aspects which may require specialist input. With an award-winning team, part of an established globally coordinated international network, Deloitte is well placed to advise individuals on the structuring of their diverse interests through a single point of contact.

Private Company Services
Private companies face a range of challenges that affect not only the success of the business enterprise, but also the professional and personal goals of their owners. Whatever the end goal – an IPO, expansion into new markets, succession to a family member, or sale - integrated tax planning is critical. Deloitte help private companies, their owners, and individuals with substantial assets apart from businesses they directly operate to understand, plan and execute effective business and tax strategies - altering course when needed to respond appropriately to potential tax consequences of new legislation and evolving market conditions.

Many of our clients have global interests and our specialist advisers are able to coordinate knowledge and experience across the global network meaning that we are able to understand these issues on a broader scale.

High net worth individuals
High net worth individuals have a broad range of concerns, often complicated by family demands, international issues, or other considerations that require the input of advisors experienced in understanding and resolving complex issues.

Deloitte offers a personalised service tailored to serve the diverse needs of their high net worth clients, their families, family offices, related businesses and trustees.  Our professionals work closely with clients to address their requirements, from dealing with issues of tax residency and domicile; to assessing the tax aspects of investment opportunities in the UK or abroad; multi-jurisdictional tax and estate planning advice; philanthropic responsibilities or structuring prior to significant events.

Deloitte can help high net worth individuals in any of the following areas: