Approved Accountancy / Tax firms, Moore Stephens, Dixcart and Lubbock Fine are listed below in alphabetical order.
Lubbock Fine is a firm of chartered accountants, business consultants and tax advisors with offices in London and Dubai with a focus on Family Office – Private Client services.
A founding member of Russell Bedford International, a global tax and accountancy network with over 280 offices in 90 countries, we are able to offer cross-border, comprehensive, bespoke solutions to high net worth individuals and their families. Our partner-led service approach assists families to manage the complexities of their personal and business values, aspirations and daily lifestyle requirements.
As a high net worth individual you face many challenges managing and preserving your wealth, for you and future generations. Our family office will help you identify your goals, offer expert, pragmatic advice and craft solutions suitable to your needs.
We will personally guide you through the financial maze and act as your very own family chief financial officer, effectively administering, monitoring and reporting on your financial affairs, saving you time, money and the stress of dealing with the complexities of management.
Our extensive expertise in accounting, tax, business, financial and administrative support will provide you with a comprehensive and bespoke service based on your individual requirements, while still remaining objective, independent and confidential.
Your decision to engage us as your family office is an important and personal one, especially since we will become a long-term trusted advisor.
Who we help:
International residents and non residents
Entrepreneurs and owner managed businesses
Families and partnerships in conflict
What we offer:
Bespoke lifestyle service and administration
Portfolio reporting at the touch of a button
Wealth preservation and succession planning
Working in partnership with other advisors
The benefits of using Lubbock Fine as your personal family office:
We will give you:
A personalised and responsive service, driven by thoughtful, objective and independent advice to enable you to coordinate and oversee all components of your life.
An integrated plan and consolidated financial picture for your family’s worldwide assets, including investments, wealth transfer strategies and performance reporting.
A comprehensive risk management approach coupled with highly optimised tax mitigation so you know your family and wealth are protected.
A central library of all your family’s documents at the touch of a button so that you know where they are including your will, trust deeds, real estate titles, investment notes, insurance policies and all financial documents.
The time, cost and efficiency benefits of pooled resources and purchasing power.
Coordination of your professional advisors, ensuring that your personal goals are met and nothing falls through the cracks.
The confidence that, if something happens to you, there will be someone in place who knows your family helping them manage through transitions and transfer wealth to future generations.
For further information, please contact Clare Munro, Senior Tax Partner:
Telephone: +44 (0) 207 490 7766
Address: London Office: Paternoster House, 65 St Paul's Churchyard, London EC4M 8AB
Global Business and Private Client Advisory Group
Dixcart is an independent organisation and has been providing private client services to clients across the world for forty-five years. We have ten offices in nine countries including; the UK, Guernsey, Isle of Man, Portugal and Switzerland.
We provide each client with a bespoke solution to meet their particular wealth creation and preservation objectives. We are experienced in establishing and managing trusts and foundations and acting as trustee. We also form and manage Private Trust Companies and Managed Trust Companies. Our private client services include corporate structuring across a variety of jurisdictions.
Dixcart is a fully compliant organisation and is regulated and holds fiduciary licences in the following jurisdictions:
Isle of Man
Saint Kitts & Nevis
Our UK office is regulated by the ICAEW (Institute of Chartered Accountants in England and Wales).
Our clients are successful and busy people and we establish close working relationships with them and their Family Offices. We always ensure that we understand their objectives, enabling us to provide relevant services that add value.
Please contact Laurence Binge, Director at:
Tel +44 (0)1372 461400
Address: Hillbrow House, Hillbrow Road, Esher, Surrey, KT10 9NW
Moore Stephens is a top ten accounting and advisory firm, with offices throughout the UK and members across the globe. We partner with our clients, supporting their aspirations and contributing to their success. Our in-depth understanding of our clients allows us to deliver focused accounting and advisory solutions, both locally and globally. Moore Stephens International is a top ten global network, headquartered in London with fees of over US$2.6 billion and offices in 106 countries. Our clients have access to the resources and capabilities to meet their global needs.
From incorporating companies and secretarial services to advising on corporate structures to offer both tax efficient solutions as well as discretion and privacy. Our family office team have a wealth of experience in handling such matters and take the time to understand each client’s needs before proposing and actioning a solution. Regardless of the reporting framework (for example IFRS, FRS102, US GAAP) we work with our clients to ensure that they have the solution they want and we have no fixed formula approach.
We have the depth and breadth of expertise to give our clients the comfort of an advisor who can be trusted with their tax affairs regardless of their personal circumstances. With a particular expertise in servicing non-UK domiciliaries, our private client team provide advice to a wide range of high net worth clients, including families, entrepreneurs and professionals. We aim to be a one stop shop for high net worth client requirements and their businesses and have specialists who advise on all aspects of tax planning.
For further information, please contact Alex Traill, Director:
T: +44 (0) 7334 9191
M: +44 (0) 7970 599 823