deVere Tax Consultancy

deVere Tax Consultancy

 

As an integral part of deVere Group, one of the world’s largest financial advisory organisations, deVere Tax Consultancy provides existing clients and the wider expatriate population with bespoke tax advice and compliance services, wherever they choose to live in the world.

We offer a unique personalised service to our clients, taking into account their individual, and sometimes complex circumstances.

We assist clients in bringing their tax filing obligations up-to-date to ensure they are compliant with the law.

We have specialist skills in international, cross-border taxation for taxpayer’s residing in the UK. We offer expert advice on everything from tax residency and international tax planning to capital gains tax and domicile status.

Our dedicated team of advisers have extensive experience as a result of the wide variety of situations we are exposed to on a daily basis, in addition to deVere's fully comprehensive, and ongoing training.

Using our industry knowledge, we will guide you through the process of managing your tax obligations in the most efficient way.

Some of our most popular services include:

International Wills

No matter where you live in the world, making a will is an important process to go through. By having a will, you ensure that your estate and assets are disposed of in a way that corresponds to your wishes. If you die without a will, your assets may be distributed according to the law instead of your own wishes. Furthermore, if you are a UK citizen living abroad, your country of residency at the time of death may impact the transfer of your assets and estate in the UK. Therefore, although you are not required to make a will by law, it is the best way to decide what happens to your assets after your death.

By taking time to set out your will with a financial adviser, you can decide how your assets are allocated should the unexpected happen. Even if you aren’t married, or perhaps divorced, you can ensure that your partner or former partner is provided for.

Inheritance Tax & Trust Planning

Working together with some of the top UK law firms, we can provide you with comprehensive advice and assistance on UK inheritance tax planning to potentially mitigate the effects of UK inheritance tax wherever your residence may be.  If you are UK domiciled then you are subject to UK inheritance tax regardless of where you are resident on your worldwide assets.  We can also offer assistance on trust planning to ensure that your wealth and assets are protected depending on your circumstances and to ensure on death assets pass to your desired beneficiaries. 

Lasting Power of Attorney

We can also advise, using our extensive contacts, on drafting Powers of Attorney giving you peace of mind that should you become unable to sign or dementia occurs that your loved ones have the authority to sign documents on your behalf.     

We are committed to professional excellence and providing a first-class service to all our clients, enabling us to build long-term partnerships over the long term. Click here to find out more on deVere Tax Consultancy and to claim your free, no-obligation consultation.