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TAX SERVICES
Wellington Shield (Isle of Man) Limited provides specialist tax related consultancy services to other financial professionals. Our clients are exclusively referred from financial advisors, fiduciaires and other financial professionals.
We have an "open door" policy with respect to intitial consultantions by professionals. So, if you have a client who you think may benefit from some 'Offshore' tax planning and you don't know where to start call Martin Katz in the Isle of Man directly on 01624 616716 or email him at iom@wellingtonshield.com.
Our Approach
Specialist tax planning is a niche business: Nobody can claim to have all the answers, but our unique approach means that we do have access to most of them.
As a supplement our own expertise, we maintain ongoing relationships with many of the best offshore tax practitioners in the business. The result is that we can provide our correspondents and their clients with direct access an array of specialist techniques; many of which are not within the public domain.
Overseas Property Tax Solutions
The purchase of overseas property is increasingly popular both as a pure investment and as a life style choice. Spain, France and Portugal are all popular locations for UK based persons to purchase investment property or second homes.
It is extremely important to ensure that these investments are correctly structured in order to avoid future financial problems.
Wellington Shield has developed effective property holding structures for UK persons in a number of popular overseas locations. We work in conjunction with IFAs, tax advisors, accountant and corporate service providers to assist them to provide their clients with tax efficient and highly practical structures.
UK IHT Planning
UK House prices have rocketed over the last few years. As a result many more families than ever before have assets which are substantially in excess of the UK nil rate band.
We promote a number of onshore and offshore strategies that can substantially reduce or eliminate UK IHT - even if there is no time to wait for 7 years to elapse in relation to a potentially exempt transfer.
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