Tax Advisory & Planning

At Liberty Rock, we understand that effective tax planning is not about short-term wins—it’s about long-term strategy, global awareness, and total alignment with your personal and commercial goals. In a world of shifting tax landscapes and increasing transparency, high-net-worth individuals and families require more than technical knowledge. They need clear, forward-thinking solutions that evolve with their circumstances, and adapt to the complexity of international life.

Tax Advisory Designed Around You

Whether you are resident in the UK, non-domiciled, managing wealth across borders, or preparing to exit a business, our team works with precision and discretion to deliver tailored solutions that meet the highest standards of efficiency, integrity, and protection in every jurisdiction relevant to you.

Our Services Include:

  • UK and International Personal Tax Planning
     For residents, non-doms, and globally mobile clients, ensuring structuring aligns with lifestyle / residency status.

  • Trust & Estate Tax Structuring
     Advising on the tax implications of trusts, foundations, and legacy planning vehicles across key jurisdictions.

  • Corporate Tax Strategy
     Supporting entrepreneurs, family businesses, and holding structures with optimised global tax positioning.

  • Inheritance Tax Mitigation
     Working proactively to reduce exposure while maintaining access and control.

  • Exit & Liquidity Event Planning
     Managing tax outcomes before the sale of businesses, properties, or high-value assets.

  • Cross-Border Structuring & Domicile Advice
     Ensuring assets are held in the most effective jurisdictions, compliant with international disclosure requirements.

  • HMRC Enquiry & Disclosure Support
     Working with expert tax counsel in managing complex investigations or voluntary disclosures with discretion and confidence.

A Long-Term Partnership

We don’t believe in reactive tax solutions. Our role is to understand the full picture, your wealth, your business interests, your future, and to advise with foresight. Our strategies are designed to remain robust under scrutiny, evolve over time, and protect your position across generations. We work hand-in-hand with your existing legal, fiduciary, and financial teams, or can introduce you to professionals within our trusted partner network.

To arrange a confidential consultation regarding your tax planning
strategy, please
contact us.