Wealth is Temporary
Legacy is Permanent

The tax system can erode both wealth and legacy. With tax-smart protection strategies, you can safeguard your family, strengthen your business, and ensure your estate is preserved.

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how our process works

Discreet, tax-smart solutions for discerning clients.

For over two decades, Tax Smart Cover has provided sophisticated wealth preservation strategies to high-net-worth families, successful business owners, and forward-thinking entrepreneurs. Our heritage lies in understanding that true wealth protection goes beyond simple coverage it requires intimate knowledge of tax legislation, estate planning, and the discretion that comes with handling significant family wealth.

We work exclusively with clients who understand that the right structuring today can make the difference between preserving generational wealth and watching it diminish through avoidable taxation.

  • Trusted by Accountants, Lawyers & Family Offices
  • Authorized and Regulated by the Financial Conduct Authority
  • Specialist Tax and Estate Planning Expertise

Tailored for Your Circumstances

Preserve Wealth

Tax-efficient life cover & structuring solutions designed to protect your accumulated wealth from unnecessary erosion.

Protect Enterprise

Key Person & Business Continuity strategies that safeguard your company’s future and shareholder interests.

Secure Legacy

Inheritance Tax planning & estate strategies ensuring more of your legacy reaches the next generation.

How it works

Our time-tested approach ensures every strategy is meticulously planned, expertly implemented, and continuously optimised.

01

Private Consultation

A confidential discussion to understand your wealth, business structure, and legacy objectives.

02

Tailored Strategy Design

Bespoke tax-efficient solutions crafted specifically for your circumstances and goals.

03

Implementation & Structuring

Seamless execution with our trusted network of legal and tax specialists.

04

Ongoing Review & Legacy Support

Regular reviews to ensure your strategies remain optimized as legislation and circumstances evolve.

Putting You at the Heart of It All

Lasting protection begins with understanding what matters most, your family, your business, and your legacy. Discover some of our recent client success stories…Read More

Understanding What Matters Most

Every plan begins with your story.

We take time to understand your ambitions, family and financial goals, building a strategy shaped around what matters most.

Creating a Tailored Plan

No two estates or businesses are the same.
 
We craft bespoke, tax-smart strategies that balance efficiency with flexibility, from life cover in trust to business protection.

Helping You Protect What You’ve Built

As your circumstances evolve, we refine your plan ensuring your wealth and legacy remain protected for decades to come.

15+ Years of Specialist Experience

Our advisory team designs sophisticated and
effective wealth protection strategies.

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Private Briefings

Exclusive insights on wealth preservation, tax efficiency, and legacy planning for discerning
clients who demand sophisticated solutions.

Wealth is temporary. Legacy is permanent.

Speak in confidence. Discover how tailored tax-smart strategies can protect your wealth and legacy.

Every conversation begins with understanding your unique circumstances. Schedule a private consultation to explore how we can help preserve what matters most.

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CALCULATE YOUR TAX EXPOSURE

All inquiries are handled with the utmost discretion and confidentiality.

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PRivate Consultation