Executive advisory

Our clients face various personal financial planning challenges, from legal and tax regulation changes, to choosing employment reward structures and meeting future lifestyle and financial needs. At PwC, our Executive Advisory specialists listen to your personal wealth needs and work with you to develop a long term and holistic view of your personal finances, assets and obligations. Our expertise encompasses tax advisory and compliance, legal services, wealth advisory and asset assurance.

How we can help you

Tax compliance service 

In addition to the completion of your annual UK and/or US tax return, we provide the following services.

  • Correct disclosure risk management
  • Payment deadline reminders
  • Direct correspondence with HMRC and/or IRS on your behalf

Investment and tax planning review 

We can review and assess your investment options against changing local and international tax laws and regulations to ensure your financial arrangements remain tax efficient.

  • Tax implications for investments
  • Timing and maturity of investments
  • Transfer of assets
  • Integrated UK/US tax service to ensure your cross-border investments are efficient
  • Arrange introductions to suitable portfolio managers

Philanthropy 

We can review current philanthropy for tax efficiency.

  • Establish personal charitable foundations/trusts planning opportunities

Lifestyle investments 

Ownership of yachts and planes, works of art, classic cars and other
expensive assets bring their own unique tax issues.

  • Review of current arrangements

Lifetime wills and estate planning 

  • Review efficiency of current arrangements
  • Will drafting guidance integrated with PwC Legal
  • Use of structures e.g. trusts
  • Planning for you and your spouse
  • Tax exposure for survivors
  • Assessment of protection options
  • Lifetime planning including gifting

Employment reward/equity planning 

We can help you understand the tax implications and planning opportunities for:

  • Bonus deferral schemes
  • Tax efficient use of salary sacrifice schemes
  • Restricted stock units
  • Equity incentives awards (e.g. long-term incentive plans)

Property planning 

We can help assess ownership structures for your portfolio of investment or personal use properties to ensure that they are tax efficient.

  • Exploration of sole/joint ownership
  • Trust owned properties
  • Corporate or equivalent structures

Cash flow projections and debt management 

  • Maximising value from your reward package
  • Planning for future needs e.g. children's education
  • Review of projected cost and cash fl ow requirements
  • Creating tax efficient asset allocation strategies matched to cash flow needs

Executive advisory, delivering bespoke domestic and cross-border tax compliance and consulting services to internationally mobile and senior executives.