Private Clients
Raincoat Group offers objective expertise to help you effectively navigate the complexities of your wealth.
We offer more than just advice. Our professionals roll up our sleeves when helping clients manage their complex financial lives and make effective decisions.
Being your trusted advisor is personal; it’s about your well-being and not simply taxes.
We aim to help develop and implement the right solutions for you and your family.
When building wealth, what matters most is your income and how much you retain. We provide comprehensive tax planning to help our clients maximize their after-tax returns on private wealth. Whatever the primary source of wealth—private companies, real estate, stock-based compensation or financial investments—we evaluate your financial elements to develop integrated strategies to help you accomplish your goal. Our expertise will help you manage the vast array of taxes that can affect your wealth across generations: state income taxes; estate, gift and generation-skipping taxes; Medicare and Social Security taxes; and even property, sales and use taxes.
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​Individuals & Families with International Wealth
Individuals and families with international wealth encounter some of the most intricate tax challenges. Each situation is unique. Whether you're a U.S. citizen, a European resident moving to the U.K., or an entity investing overseas, we offer the expertise required to guide you through the complexities of taxes, estate planning, financial planning, and accounting.
Technical Expertise
Individuals and families with international wealth require advisors with high expertise and highly sought-after characteristics. Many organizations provide international tax advice for individuals or business entities. Still, Raincoat Group is one of few that can serve your individual and commercial needs with the highest competency in various industries.
Customized Approach
Each individual's wealth goals and composition are unique, so we develop tailored planning solutions to assess holdings and specific needs. We look globally at the full spectrum of factors that affect your wealth and identify the most valuable solutions. Further, we do so with the highest standard of quality, integrity and professionalism.
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What is Tax Planning and Optimization?
Benefits
Private clients can benefit from tax optimization by reducing their income tax through strategic investments, planning for inheritance tax to protect wealth for future generations, and leveraging tax-efficient savings and retirement plans. This ensures financial stability and growth of personal wealth.
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Application cases
A high-net-worth individual looking to pass wealth to the next generation can benefit from inheritance tax planning. By establishing a family trust or effectively utilizing the annual gift allowance, they can significantly reduce the inheritance tax liability on their estate. Investing in ISAs (Individual Savings Accounts) can also provide tax-free income and growth, optimizing their tax position.
A US-based or Europe-based high-net-worth individual planning to relocate to the U.K. can benefit from understanding the U.K.'s non-domicile tax status, which allows them to pay tax only on UK-sourced income and gains. By taking advantage of this status, they can optimize their tax position while managing their global wealth efficiently.
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How Can We Help
​We provide personalized tax planning services to private clients, focusing on comprehensive financial assessments and tailored strategies. We ensure that our client's financial affairs are structured to achieve their long-term financial goals while minimizing tax liabilities.