Private wealth tax planning

PwC Channel Islands has a dedicated team of professionals specialising in private client tax matters. The effective use of tax legislation, combined with a professional approach to communication and negotiation with the Guernsey or Jersey Tax Office are key factors to growing personal wealth.

Over the years, the PwC Channel Islands firm has developed a strong working relationship with the tax authorities. This has increased our understanding of personal tax planning.

We combine this knowledge with the expertise of tax professionals in other member firms in the PwC global network, which spans 140 countries, to make the most of opportunities to reduce an individual’s tax burden and plan for the future.

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The private client tax team can provide tax advisory and compliance serices for all of the following:

  • Establishing personal tax status
  • Tax return completion
  • Mitigating income tax liabilities
  • Wealth protection
  • Purchasing property in another jurisdiction
  • Planning for retirement
  • Family business issues
  • Employee/director remuneration planning
  • Cross border tax planning
  • Emigration planning

  • You want to minimise your income tax liabilities
  • You wish to purchase property abroad
  • You are looking for sound tax planning advice, for example, on how to preserve your wealth and plan for your retirement
  • You are a family business and need bespoke advice on issues ranging from governance through to re-organisation and tax planning
  • You want an effective remuneration plan for your company directors
  • You wish to know about efficient cross-border planning strategies

  • Ensure the maximum use of tax breaks
  • Mitigate personal taxes
  • Maximise investment returns
  • Protect wealth for current and future generations
  • You stay in control of your tax without the burden of having to deal with it
  • Deal with the complexities and conflicts caused by the taxes in different jurisdictions

PwC's personal tax advisory & compliance services include:

  • Services for entrepreneurs
  • Services to owner-managed businesses
  • International services
  • Services to trustees
  • Services to senior executives
  • Services to partners
  • Wealth planning services
  • Services to family businesses

Contact us

David Waldron

David Waldron

Partner, PwC Channel Islands

Tel: +44 7781 138617

Charlotte Beattie

Charlotte Beattie

Tax Director, PwC Channel Islands

Tel: +44 7911 100121

Stuart Macklin

Stuart Macklin

Tax Director, PwC Channel Islands

Tel: +44 7797 797528

Stephen Lazarevich

Stephen Lazarevich

Tax Director, PwC Channel Islands

Tel: +44 7700 838208

Laura Steele

Laura Steele

Senior Tax Manager, PwC Channel Islands

Tel: +44 7797 936070

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