Private Client Tax & Wealth Services

Expert Tax Solutions for Wealth Protection, Estate Planning, and Offshore Structures.

We provide:

Expert Private Client Support

At Sandstone Tax, we understand that effective tax planning is crucial for preserving and enhancing your wealth. Our Private Client Services are designed to provide high-quality, discreet advice tailored to your unique financial circumstances. We assist individuals, families, and business owners in navigating complex tax landscapes, ensuring compliance and optimising tax efficiency

Trust and Foundation Advisory

Trusts and foundations provide long-term asset protection, succession planning, and tax advantages for individuals and families with complex wealth structures.

  • Offshore Trust Formation – Establishing discretionary and excluded property trusts for tax efficiency.
  • Foundation Planning – Creating private foundations for wealth management and philanthropic goals.
  • Trustee and Fiduciary Services – Ensuring proper governance and compliance for your trust.
  • Asset Protection Strategies – Shielding assets from litigation, creditors, and political risk.

Corporate and Partnership Structuring

Structuring your business correctly can provide significant tax benefits, ensuring profitability while maintaining compliance across jurisdictions.

  • Tax-Efficient Business Structures – Guidance on incorporating offshore entities for wealth preservation.
  • Profit Extraction Strategies – Maximising tax efficiency when withdrawing profits from your business.
  • Partnership and Shareholding Arrangements – Ensuring optimal business ownership structures.
  • Cross-Border Corporate Tax Planning – Minimising tax burdens for internationally active businesses.

Retirement Services

A well-structured offshore retirement plan can offer enhanced financial security, privacy, and tax efficiency. With the right guidance, you can preserve wealth, protect assets, and enjoy a comfortable retirement while remaining compliant with international regulations.

  • Offshore Pension Services – Tailored retirement vehicles that offer tax-efficient income and long-term security for expatriates and high-net-worth individuals.
  • Wealth Preservation Strategies – Structuring assets offshore to safeguard your retirement savings from economic or political instability.
  • Jurisdiction Selection for Retirement – Expert advice on choosing favourable offshore locations that align with your retirement goals and tax profile.
  • Cross-Border Retirement Tax Planning – Minimising tax exposure across multiple jurisdictions to ensure a smooth and sustainable retirement income.

Relocation Services

Relocating through offshore structuring can offer substantial financial advantages, improved privacy, and lifestyle benefits. Proper planning ensures compliance with local and international regulations while unlocking global opportunities.

  • Residency and Citizenship Planning – Guidance on acquiring residency or citizenship in tax-efficient jurisdictions to support your relocation goals.
  • Asset Structuring for Relocation – Protecting and optimising your assets when transitioning to a new country or tax environment.
  • Tax Optimisation Across Jurisdictions – Ensuring efficient tax outcomes during and after your relocation, avoiding double taxation and unnecessary liabilities.
  • Relocation Support and Advisory – Comprehensive advice covering legal, financial, and practical considerations to facilitate a seamless move abroad.

Book your free consultation

Schedule a day and time that suits you to have an  introductory call with the Sandstone Tax team.

Read the latest news, insights and more.

The latest news and insights relating to offshore tax and wealth management planning with Sandstone Tax.
Tax Planning

Wealth Protection Strategies: Using Offshore Trusts for Estate Planning

March 10, 2025

Offshore trusts can help protect assets, reduce inheritance tax, and ensure smooth wealth transfer..

Bernard O'Kelly
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Offshore Tax

The Impact of International Tax Treaties on Offshore Structures

February 12, 2025

International tax treaties play a crucial role in offshore tax planning, influencing how...

Bernard O'Kelly
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Offshore Tax

The UK’s Millionaire Exodus – A Sign of Bigger Problems?

February 12, 2025

According to The Times, 10,800 millionaires left the UK last year, with many heading to Switzerland,

Paul Middleton
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Tax Planning

Wealth Protection Strategies: Using Offshore Trusts for Estate Planning

March 10, 2025

Offshore trusts can help protect assets, reduce inheritance tax, and ensure smooth wealth transfer..

Bernard O'Kelly
Continue Reading
Tax Planning

Wealth Protection Strategies: Using Offshore Trusts for Estate Planning

March 10, 2025

Offshore trusts can help protect assets, reduce inheritance tax, and ensure smooth wealth transfer..

Bernard O'Kelly
Continue Reading