Wealth structuring

Strategic asset optimisation

Structuring wealth in a secure and tax efficient manner is at the core of successful wealth management. In the current climate of evolution for fiscal and legislative rules around the world, efficient wealth structuring is increasingly critical to our clients’ wealth preservation and management.

Tax efficient structuring

Maximise your financial legacy with our expert tax-efficient structuring:

Bespoke strategies: We specialise in creating bespoke, multi-jurisdictional, and cross-border tax-efficient structuring tailored to your unique needs.

Collaborative expertise: Our in-house tax specialists can collaborate with your advisors to create personalised solutions.

Global network access: We provide access to a broad, cross-jurisdictional network of professional advisors to support your specific requirements.

Inheritance tax

Minimise the impact of inheritance tax:

Tax burden management: Inheritance tax can significantly affect wealth transition to the next generation; our strategies help mitigate this financial impact.

Strategic planning: Through careful planning and efficient strategy execution, we ensure effective wealth and succession management.

Securing legacy: We work diligently to protect your wealth and guarantee its intended transfer to future generations.

Our team

Our team's collective achievements span hundreds of years across a range of sectors, providing a solid foundation for our capacity to deliver clear, precise, and invaluable intelligence-driven financial services.

Meet our team

Heligan Wealth Management is a trading name of Hay Hill Wealth Management Ltd. Registered in England and Wales 05416229.

Registered office: 24 Upper Brook Street, London, W1K 7QB. Hay Hill Wealth Management Ltd (registered number 453682) is authorised and regulated by the FCA.

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