Our Services
Your Journey
Every family’s financial story is unique, shaped by ambition, values, and the milestones that define you. At Rosegate Tax, we specialise in private client tax planning and wealth preservation for high net worth individuals, entrepreneurs and their families. We work discreetly alongside you, ensuring that your wealth is structured, protected, and positioned for the future.
From immediate needs to long-term legacy planning, our role is to guide you through every stage with clear, strategic, and personalised advice.
Today
Today is about clarity and control.
Whether you are managing a successful business, holding significant investments, or considering a change in your personal or family circumstances, you need an accurate view of your tax position and opportunities.
We begin by reviewing your current arrangements, identifying both risks and untapped potential.
Our advice today might involve:
-
Income tax and capital gains tax planning
-
Reviewing and optimising existing trusts or corporate structures
-
Advising on UK residence, domicile, and tax implications
-
Identifying immediate tax-efficient strategies to protect your wealth
This is the foundation for everything that follows: clear, accurate, and proactive advice from day one.
One day
One day, you may be ready to take a significant step, like selling a business, making a major investment, or transferring wealth to the next generation.
These are moments when the right planning can make an extraordinary difference.
We prepare you for these opportunities by:
-
Designing structures to protect value ahead of a sale or transaction
-
Managing exposure to CGT, IHT, and income tax during high-value events
-
Creating Family Investment Companies or trusts to hold and pass on wealth
-
Co-ordinating with your lawyers, accountants, and investment advisers for a seamless outcome
With forward planning, “one day” becomes a moment to embrace, not a risk to fear
Some day
Some day, you may wish to make larger, longer-term moves: reshaping your estate, investing across borders, or embedding your legacy into structures that will last.
This stage is about shaping the future in line with your values and vision.
We can support you by:
-
Undertaking full inheritance tax reviews to preserve family wealth
-
Advising on cross-border residence and offshore arrangements
-
Implementing wealth-holding structures for multi-generational security
-
Ensuring your plans remain adaptable to legal and tax changes
The decisions made “some day” are the ones your family will feel for decades to come and we make sure they are the right ones
Everyday
Every day, life moves forward. Your wealth grows and changes; so do the laws and regulations that govern it.
We are in your team, monitoring and adapting in the background, so you can focus on what matters most.
Our ongoing support includes:
-
Annual and periodic tax compliance and reporting for individuals and trusts
-
Regular reviews to keep structures effective and efficient
-
Updates on legislative changes that may affect you
-
Being available when unexpected opportunities or challenges arise
With Rosegate Tax, every day is an opportunity to protect, enhance, and enjoy what you’ve built.
