Jersey & UK Private Client Tax Services

Jersey & UK Private Client Tax Services
Our in-house tax team provides tax compliance and advisory services to Jersey and UK resident individuals.

Our sister company, R&H Tax and Consultancy Services Limited, specialises in providing tax compliance and advisory services for companies, trusts, and Jersey and UK individuals with an offshore focus, whether in-house, to third-party fiduciaries or directly to the Jersey market.

Our highly experienced team supports R&H Trust Co (Jersey) Limited in the administration of private client and company structures which have a Jersey and/or UK tax connection, providing a full range of tax and consultancy services to ensure that individuals, companies, and trusts meet their UK and Jersey tax filing and disclosure requirements. These services include annual or one-off tax filings, computational services such as capital gains tax returns, or specialist ad-hoc advisory and consultancy services. By providing tailored advisory services and technical insight, we can ensure that all tax aspects of your structure are managed.  We are also experienced in assisting Entrepreneurs and High Net Worth Individuals with all aspects of relocating to Jersey, from preparing initial applications and annual tax returns to family and multi-generational wealth planning.

Our hands-on and approachable team help trustees and directors to implement tax advice where required and can monitor offshore structures to ensure their efficient operation from a tax perspective. This may include, but is not limited to:

  • Liaising with banks and investment advisors to ensure that segregated accounts remain segregated where necessary;
  • Ensuring that trustees and administrators are fully aware of their duties and obligations in relation to UK and Jersey tax law, including Economic Substance and Common Reporting Standard obligations;
  • Assisting UK and Jersey beneficiaries with personal filing and advising in relation to distributions and benefits from trusts including the preparation of UK capital gains tax pools; and
  • The implementation of step-by-step tax advice and planning in relation to UK/offshore matters, such as de-enveloping transactions and restructuring. Now more than ever, the increased complexities in UK legislation, particularly with regards to UK property held in offshore structures, require familiarity with all the necessary obligations – whether Corporation Tax, Capital Gains Tax, or Inheritance Tax reporting. We can provide this.

Key Contacts

R&H JerseyKate Bennett
Kate Bennett
Director, Tax Services
R&H JerseyDeclan McArdle
Declan McArdle
Senior Manager, Tax & Consultancy Services
R&H JerseyRob Laing
Rob Laing
Partner, Private Client