YOUR PRIVATE CLIENT OFFICE
Clarity. Direction. Confidence in Every Market.
Wealth & Estate Planning
At Coleman Wealth Private Client Office, we offer comprehensive guidance on wealth structuring, legacy planning, and cross-border tax efficiency. Our experienced team works alongside a curated network of legal and tax professionals to support clients across jurisdictions and generations.
- Advice on SIPP (Self-Invested Personal Pension) transfers, including from defined benefit and defined contribution schemes
- Consolidation of UK and international pensions for greater flexibility and control
- Tax-efficient drawdown and retirement income strategies
- Cross-border pension portability and local regulatory coordination
- Structuring with Offshore Bond wrappers for tax deferral and inheritance planning
- Tax-efficient accounts such as ISAs and GIAs, where applicable
- Life insurance-based investment solutions (e.g., PPLI, unit-linked life policies)
- Strategic asset location planning to optimise post-tax returns
- Establishment of Trusts, Foundations, and Private Investment Companies (UK and international)
- Cross-border estate planning for international families and UK RND clients
- Succession planning and governance for family business continuity
- Coordination of Wills, Letters of Wishes, and legal structures with your counsel
- Structuring for intergenerational wealth transfer
- Creating family constitutions and governance frameworks
- Advisory on philanthropy via Foundations, DAFs, and legacy structures
- Guidance on relocation planning, lifestyle structuring, and jurisdictional tax considerations
- Connecting with the right partners for advice on UK Resident Non-Domiciled (RND) status: remittance basis, clean capital planning, and UK tax exposure
- Coordination with trusted tax and legal partners for full implementation support
Through one of Coleman Wealth network regulated entities, we are able to serve U.S. passport holders, including U.S. residents. This is a specialised niche within private wealth management, and we have the infrastructure to support these clients. We are well-versed in the complexities of U.S. tax, regulation, and investment reporting, and are fully equipped to manage them.
Our approach ensures that clients benefit from both local regulatory expertise and a globally aligned private client experience, tailored to their life stage, jurisdiction, and long-term objectives.