Private Wealth

Private Wealth

We have been providing discrete, reliable and responsive services to individual clients in Guernsey for many years and offer a joined up UK and international dimension through the extensive BDO network. Our blend of tailored services extends across tax planning, private wealth, family matters, corporate matters, accounting support and financial assurance. Whatever your requirements are BDO Guernsey is well positioned to help.

With a focus on building close relationships with you over time, we are able to inform your plans as they evolve. Our Private Wealth specialists work with high net worth individuals, family businesses, professionals and entrepreneurs and their advisers on all aspects of wealth planning involving Guernsey, the UK and France.

Many of our clients have financial interests in a number of territories and use trust, foundations or family office structures. As a member of BDO International, the world’s fifth largest accountancy network, we collaborate with BDO firms to provide joined up international Private Wealth services. All of this gives you access to local expertise and to our global network of trustees, banks, investment manager and lawyers.

Our rich heritage in Guernsey has seen us provide wide ranging advice to private clients on personal financial matters, including family matters, for decades. We offer first class tax planning and advisory services on Guernsey, UK and on French taxation for individuals with financial interests in France.

Our support to private owners of businesses includes a selection of business assurance services. Tailored to your commercial requirements our assurance support allows you to strengthen the value of your business and to focus on new opportunities. These corporate services also include accounting support and advice, allowing private business owners to focus on running their enterprise.

From the very beginning, we work to understand your wishes and build a multi-faceted dedicated team that provides you with a complete solution for your wealth planning and private business interests. 

Our Services

  • Assurance
  • Estate Planning
  • Executorship
  • Family Office
  • Foundations
  • French Taxation
  • Image Rights
  • Matrimonial
  • Partnership Tax Planning
  • Private Trust Structures
  • Residency Advice
  • Succession Planning
  • Taxation

About Guernsey

Guernsey’s wealth management industry has been developing for over 50 years.  The island has a highly experienced administration network, pragmatic regulation and strong corporate governance standards. Through its size Guernsey offers convenience to clients who wish to meet with a range of advisers in one day and in UK time zones.  Guernsey offers a highly competitive tax environment.  With no capital gains taxes, wealth taxes a zero rate for corporate entities and a general tax of 0% for investment holding companies Guernsey provides a positive environment for private clients.

News & Factsheets

Private Wealth Brochure

Domicile and Inheritance Tax