Managing personal and family wealth requires careful planning, clear compliance and trusted advice. Tax legislation is becoming more complex, authorities have access to more information than ever before, and public attitudes to tax planning are shifting.
At BDO Jersey, we work with individuals, family offices and advisers to design structures that are efficient, compliant and aligned with long-term goals.
We provide a wide range of services for individuals, families and their advisers, including trust companies, private banks and lawyers. Our work covers asset structuring, succession planning, will planning, tax compliance and family business advisory.
Our senior specialists take the time to understand each client’s circumstances so we can provide solutions that are technically robust, tailored to personal objectives and sensitive to reputational considerations.
Our private client services include:
Effective tax management is an ongoing process, not just an annual filing exercise. Our approach considers income, investments, charitable giving, family commitments and long-term aspirations.
We provide:
Investing in or developing property can create tax obligations on multiple fronts. Given the size of these investments, the cost of getting real estate tax wrong can be significant.
BDO has extensive experience advising on property portfolios in Jersey and the UK, supporting clients from acquisition through management to eventual sale or disposal.
Our real estate tax services include:
Whether you are managing family wealth, planning for succession or investing in real estate, our focus is the same: helping you meet your obligations, manage risk and preserve value for the future.
